Welcome to pplCRM

pplCRM keeps every relationship your organization cares about (supporters, donors, volunteers, households, and companies) in one place, together with the conversations, donations, events, and tasks attached to them.

The sidebar, section by section

• Dashboard: your landing page, with key numbers and service-level health at a glance. See The dashboard and SLA health.
• Work: Inbox for incoming email, Tasks (the board lives at /tasks/board), and People. People, Households, and Companies are three views of the same contacts; tabs under the People header switch between them.
• Outreach: Newsletters for outbound campaigns, Lists for reusable audiences, Donations, and public-facing Forms (fundraising forms, event pages, and volunteer shifts are all created from here too).
• Field: Canvassing, Deliveries, and Teams.
• Data: Import / export (Imports and Exports tabs, plus the CSV import wizard), the Duplicates finder, Tags, Issues, and Automations.
• Admin (administrators only): Users, the Activity log, the Workspace settings, and this Help center.

A good first session

1. 1Open PeopleThis grid is the heart of the app. Add a person with the + button, or bring your existing data in via Import data from CSV.
2. 2Open a profileClick the name in the first column to see everything about one person: activity, emails, newsletters, donations, events, and volunteer history.
3. 3Organize with tags and listsTags describe people; lists group them for action. See Tags and issues and Static and dynamic lists.
4. 4Send your first newsletterPick a template, choose an audience, and send. Create and send a newsletter walks through it.

Every page in this help center is searchable. Head back to Help and start typing.