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Manage clients' requests efficiently.
Export deals and customers from Weblium CRM
Export a CSV file with a list of requests you received from contact forms in Weblium CRM. It can be helpful if you want to process this information, for instance, add it into another CRM, analyze data, have an archive of deals, etc. You can also upload all your clients' data from Weblium CRM, for example, to make a mailing list or call many clients, which is more convenient to do according to the list. Exporting deals from Weblium CRM To begin, open your Weblium CRM: !(https://stora
Weblium CRM overview
Find out how Weblium CRM works and how it can benefit your business.
Getting started with Weblium CRM
Learn how to start with Weblium CRM, create pipelines and manage statuses.
Connecting a contact form to a pipeline in Weblium CRM
Send all form submissions directly to the selected pipeline in Weblium CRM.
Managing deals in Weblium CRM
Learn how to edit the incoming deals, create custom fields, change the statuses of the deals, and more.
Enabling push notifications for Weblium CRM
Turn on push notifications to desktop and mobile about the incoming new deals.
Managing customers in Weblium CRM
Collect all information about your clients in one place and analyze the entire history of interactions with each of them.