Sponsy's Customer Relationship Management (CRM) module is designed to help you manage your clients and maintain a comprehensive view of your business relationships.

This page will guide you through the key features of the CRM tool, showing how it simplifies your work.

Table of Contents:

When you click Customers on the left sidebar, you're greeted by an overview of your customer database. This screen is your command center for managing clients, search options, bulk action capabilities, and more.

Key features:

• Search bar: Quickly find customers by name or id.
• Filters: Narrow down your view by sales representative or primary contact point, making it easy to focus on specific team members' accounts.
• Customer list: In a table, you'll see columns like Company Name, Primary Contact, Email, and Website.

When you select two or more customers, the button Merge selected is enabled. Use this feature to correct duplicate entries.

Add new customers

Click the button New Customer and choose from three options: Create manually, Import from a file, and Connect HubSpot.