crm

Welcome to Relentify CRM

An overview of what Relentify CRM includes and how to get started.

How to Choose Your Industry Preset

Select and change your industry preset to tailor your CRM experience.

Understanding the Sales Dashboard

Learn what the sales dashboard shows and how to read your KPIs.

Adding Your First Contact

A step-by-step guide to creating your first contact in Relentify CRM.

Creating Your First Deal

Create your first deal and start tracking it through your pipeline.

How to Add a Contact

Create a new contact record in your CRM.

Understanding Contact Types

Learn the difference between leads, prospects, customers, and other contact types.

Adding Custom Fields

Add custom fields to contacts and deals to track data specific to your business.

Importing Contacts from CSV

Bulk import contacts into your CRM from a CSV file.

How Lead Scoring Works

Understand how lead scoring ranks your contacts by sales readiness.

How to Create a Deal

Create a deal to track an opportunity through your sales pipeline.

Understanding Pipeline Stages

Learn how pipeline stages work and how to customise them.

Moving Deals Through the Pipeline

Drag and drop deals between pipeline stages on the kanban board.

Marking Deals as Won or Lost

Close a deal by marking it as won or lost and recording the outcome.

Pipeline Reports and Revenue

View pipeline reports, conversion funnels, and revenue analysis.

How to Log a Phone Call

Record a phone call against a contact or deal.

How to Log an Email

Record an email interaction against a contact or deal.

How to Schedule a Meeting

Schedule a meeting and link it to a contact or deal.

Understanding the Activity Timeline

View the full history of interactions on a contact or deal.

Creating an Email Sequence

Set up an automated drip campaign to nurture leads over time.

Building a Lead Capture Form

Create a web form that captures leads directly into your CRM.

Creating a Landing Page

Build a standalone landing page with a lead capture form.

Sending a Bulk Email Campaign

Send an email to multiple contacts at once.

Creating Email Templates

Create reusable email templates with merge fields for personalisation.

Setting Up a Booking Link

Create a booking link so clients can schedule appointments with you.

Booking with Service and Staff Selection

Let clients choose a service and staff member when booking.

Setting Up Deposits and No-Show Tracking

Require deposits at booking time and track no-shows.

How the Public Booking Page Works

Understand what your clients see when they use your booking link.

Creating Workflow Automation Rules

Automate repetitive tasks by creating rules that trigger actions.

Understanding Trigger Events

Learn which events can trigger automation rules in your CRM.

Available Automation Actions

Understand the actions you can trigger in workflow automation rules.

Setting Up Outbound Webhooks

Send CRM events to external tools like Zapier or Make via webhooks.

Configuring Pipeline Stages

Add, rename, reorder, and remove pipeline stages.

Managing Lead Sources

Track where your leads come from by managing lead sources.

Connecting CRM to Accounting

Link your CRM to Relentify Accounting to auto-create invoices when deals are won.

Managing Add-ons

Enable and disable add-on modules for your entity.

API Keys and Developer Access

Generate API keys to access CRM data programmatically.

Setting Up Your Price List

Create a list of your services and products with prices.

Setting Up a Loyalty Programme

Reward repeat customers with loyalty points and rewards.

Subscription Plans and MRR Tracking

Track recurring revenue from subscription plans.