CRM and inbox

How to use CRM automation in startbuddi to follow up without thinking about itSet up automations that create tasks, send follow-ups and react when a deal moves, plus a nurture sequence… How to use the startbuddi inbox to answer every customer message in one placeReply to WhatsApp, email, SMS, website chat, Instagram and Facebook messages from one shared inbox, share the work… How to set up your sales pipeline in startbuddiShape the stages to match how you sell, add deals, move them forward and let paid invoices and… How to find new prospects with ChipDescribe your ideal customer in plain words. Chip finds real companies and people on the web, shows why… How to import contacts into the startbuddi CRM from a spreadsheetMove your customer list from Excel, Google Sheets or your phone into startbuddi in a few minutes, without… How to log calls and meetings in the startbuddi CRMRecord calls and meetings against the right contact, book the next one with a meeting link, and see… How to create contact segments in startbuddiGroup contacts by city, tag, stage, bookings, campaigns or unpaid invoices with a few rules, then reuse that… How to add live chat to your website with startbuddiPut a chat bubble on any website with one line of code. Chip answers from your own information,… Getting started with the startbuddi CRM (Customers)Set up Customers, the startbuddi CRM, in about 15 minutes: add contacts, create your first deal, connect the… How to use lead scoring to decide who to follow up firstEvery contact in startbuddi has a lead score from 0 to 100. Here is how it is worked…