What the CRM Is Used For
The CRM allows you to:
Store contact information
Track where contacts come from
See conversations, bookings, and payments in one place
Follow a contact’s journey through pipelines
Understand what actions happened and when
The CRM works automatically in the background once your system is connected.
Where to Find the CRM
Open the left menu
Click Contacts
This is the core area of your CRM.
How the CRM Connects to Other Areas
The CRM is connected to:
Sites (forms and pages)
Calendars (bookings)
Sales (payments and products)
Conversations (messages)
Pipelines (lead stages)
Automation (background logic)
You do not need to manually connect these areas.
They are linked automatically.
Important Principle
You do not need to “manage” the CRM constantly.
Most CRM activity happens automatically as people:
fill out forms
book appointments
send messages
make payments
Your role is mainly to review, understand, and occasionally adjust.