Guides for every corner of pplCRM.

Your first session: the tour, navigation habits, search, and shortcuts.

• Welcome to pplCRM
• Demo mode and sample data
• Finding your way around
• Search with ⌘K
• The dashboard and SLA health
• Keyboard shortcuts

People, households, companies, and teams: the heart of the CRM.

• Add and edit people
• Inside a person profile
• Households
• Companies
• Teams

One grid everywhere: filters, inline editing, selection, and bulk work.

• Working in grids
• Filters and the query builder
• Selection, bulk actions, and merging

Describe people, capture what they care about, and build reusable audiences.

• Tags and issues
• Smart and static lists

Campaigns, the shared inbox, and automations that follow through for you.

• Create and send a newsletter
• Sending protections and verification
• The shared inbox
• Automations

Raise money, run events and shifts, and collect signups from the web.

• Donations, pledges, and fundraising pages
• Events and volunteer shifts
• Web forms
• Canvassing: turfs, the Companion, and the field report
• Deliveries and volunteer routes

Track the work on a board and keep shared documents one search away.

• Tasks: list and board
• Storage & attachments

Move data in and out by CSV and keep the database free of duplicates.

• Import from CSV
• Export your data
• Find and merge duplicates

Profiles, roles and access, workspace configuration, and the audit trail.

• Your profile
• Users and roles
• Settings and configuration
• Volunteer access approvals
• The activity log
• Campaigns and contexts