CRM

Run outreach campaigns, manage leads, and automate follow-ups.

• CRM OverviewLearn what Growee's CRM does: run outreach campaigns, move leads through a pipeline, track follow-up tasks, and automate emails, all inside Growee.
• Campaigns and LeadsHow to create CRM campaigns in Growee, read the campaign dashboard, add and import leads, and move them through the pipeline board by stage.
• Tasks, Email and AutomationHow CRM follow-up tasks work in Growee's My Tasks, how to connect a sending mailbox for CRM email, and how automation rules handle follow-ups.
• Organizations and ContactsHow to track companies as organizations in Growee's CRM, link contacts and leads to them, log activity, upload documents, and add custom fields.
• Inbox and TicketsHow Growee's beta Inbox and Tickets work: inbound email files automatically onto CRM records, unmatched mail waits for triage, and support emails open threaded tickets you run through stages.
• Offers and E-SignaturesHow to build a branded, VAT-calculated offer on an organization in Growee, preview and share it, send it for a legally valid electronic signature, and track it through to a stored, signed PDF.
• HubSpot ImportWhat carries over when you migrate from HubSpot to Growee's CRM, how the import is run safely with a dry run first, and which HubSpot concepts do not translate one to one.