What CRM includes
CRM properties sit alongside the rest of your project data. Public CRM properties can be used by downstream workflows. Hidden and classified CRM properties stay out of shared CRM data.
Work with contacts and companies
1
Open CRM
From a project, open Tools and choose CRM.
2
Review contacts
Use the contacts view to search, filter, edit CRM properties, assign companies, and move contacts through the pipeline.
3
Organise companies
Use companies to group contacts under an account. Company details show linked contacts, company properties, and recent activity.
4
Log activity
Add activity from a contact, a company, or the pipeline. Use tasks for follow-up work and notes for context you want the team to see.
Configure the CRM shape
Admins can manage CRM properties, pipeline stages, and saved views from the CRM settings surfaces. Keep properties focused on fields your team will search, filter, segment, or report on. Use colours on pipeline stages to make board state scannable. Use saved views for repeatable filters such as open opportunities, follow-ups due soon, or contacts assigned to a particular company.Reference
The Main API includes a generated CRM group for server-side integrations. CRM endpoint paths are relative to the Main API client surface,https://apix.spotzee.com/api/client, and use the /crm prefix.
Next steps
Build segments
Use CRM and contact data in dynamic audiences.
Manage API keys
Create a secret project key for CRM integrations.
Journeys
Use contact data to branch automated journeys.
Main API
Browse the generated CRM endpoint reference.