CRM overview
The CRM is where BridgeApp keeps track of the people and organizations you do business with: your customers, how to reach them, and the history of every conversation you’ve had. Because it lives in the same workspace as your chats, tasks, and documents, you never have to bounce between a separate sales tool and the place where the actual work happens.
Think of it as a shared, always-current address book with a memory — one your whole team can read and add to.
What’s inside
Section titled “What’s inside”The CRM is built from three simple pieces:
- Customers & contacts — a record for each customer, with the contact details (email, phone) you need to reach them. See Customers & contacts.
- Interactions — a log of your communications with each customer, so the whole team can see what’s been said and decided. See Interactions.
- Campaigns — email campaigns you send to a list of contacts, with delivery tracking. See Campaigns.
Who it’s for
Section titled “Who it’s for”If your team talks to clients, leads, partners, or applicants, the CRM gives you one tidy place to remember who they are and what’s happened so far. It pairs naturally with the rest of BridgeApp — turn a customer conversation into a task, write up an account plan as a page, or ask the Bridge copilot to summarize a customer’s recent activity.
A typical flow
Section titled “A typical flow”- Add a customer when a new relationship begins.
- Fill in their contact details so anyone can reach them.
- Log each interaction as calls, emails, and meetings happen.
- When you want to reach many contacts at once, send a campaign.