Additional features

How to manage additional tools

  • Create an AI prompt library

    Last Updated: 03.02.2026

    A prompt library helps you save and reuse AI prompts in the CRM system. It supports teams that regularly work on repetitive tasks, such as replying to customers, filling in deal cards, adding comments, or writing emails.

  • Use telephony in CRM

    Last Updated: 09.12.2025

    Use telephony in your CRM system to: Let’s talk about how to use telephony in your CRM system.

  • Create a document

    Last Updated: 13.03.2025

    Using the CRM system, you can create documents, such as invoices, contracts, or agreements, attach them to contacts, tasks, or deals, and share them with your clients and partners.

  • Connect your mail inbox to the SendPulse CRM system

    Last Updated: 15.08.2025

    Synchronizing your Gmail inbox and CRM system can help you manage your emails, automatically collect and update customer data, and process and delegate customer requests. This makes it easier to analyze and track your interactions with clients and partners.

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