CRM
Configure and manage your CRM infrastructure — pipelines, contacts, custom fields, smart lists, and segmentation strategies.
Overview
The CRM module is the operational core of the AI Growth System. Every contact, deal, and interaction flows through the CRM. Proper configuration here determines the effectiveness of every downstream automation.
When to Use
- Setting up pipelines for sales or onboarding processes
- Configuring custom fields for contact segmentation
- Building smart lists for targeted campaigns
- Managing contact lifecycle stages
Dependencies
- Core Setup — Account must be fully configured
Key Components
Pipelines
Pipelines represent your operational processes visually. Each pipeline contains stages that contacts move through.
Contact Management
Centralized contact database with custom fields, tags, and activity tracking.
Custom Fields
Extend the default contact schema with fields specific to your business logic.
Smart Lists
Dynamic contact segments that update automatically based on field values, tags, and activity.
Common Mistakes
- Too many pipelines — Creates confusion and splits reporting
- Missing custom fields — Forces workarounds in workflows later
- No naming convention — Tags and fields become unmanageable at scale
- Ignoring deduplication — Duplicate contacts break automation logic