CRM overview
Your agent's own databases. Build tables with the fields you want, store records, and let widgets save submissions straight into them — all per agent, separate from Leads.
View as MarkdownThe CRM gives each agent its own set of databases (tables). A table has the fields you define; each record is a row. Use it to store anything your agent collects or works with — newsletter signups, bookings, support requests, product interest, RSVPs — with as many tables and fields as you want.
The CRM is freeform databases you design (this section). Leads is the fixed lead-capture inbox (name/email/phone from the lead form). Contacts are the people who chat with your agent. They are separate systems — the CRM does not change or replace Leads or Contacts.
Where it lives
Open an agent and go to the CRM tab (next to Widgets). Tables are per agent — each agent has its own; a table you create under one agent is not shown under another.
What you can do
- Create tables with a name and any fields you need.
- Add, edit, and delete fields at any time — text, long text, number, date, checkbox, email, phone, dropdown, or URL.
- Add, edit, and delete records in a simple data grid.
- Auto-capture from widgets — turn on "Save submissions to CRM" on a widget and every submission becomes a row (the table is created for you on first use).
- Delete a table (and all its records) when you no longer need it.
Field types
| Type | Use it for |
|---|---|
| Text | Short single-line values (names, IDs). |
| Long text | Multi-line notes or messages. |
| Number | Quantities, amounts, scores. |
| Date | Dates (bookings, deadlines). |
| Checkbox | Yes/no flags. |
| Email / Phone / URL | Contact details and links. |
| Dropdown | A fixed set of options you define. |