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GrowthIQ CRM - Overview

Learn how to use the Growth IQ CRM to manage contacts, track opportunities, organize tasks, and streamline your sales process—all in one centralized platform.

📹 Watch the CRM Overview Video

Purpose

The CRM feature in GrowthIQ is designed to help your business stay organized and build stronger customer relationships. It centralizes all your contacts, companies, opportunities, and activities in one place — making it easier for your team to collaborate and manage every stage of the sales process.

With CRM, every interaction is tracked automatically, including emails, calls, meetings, tasks, and opportunities, all displayed in one place.

CRM Modules — Sub-Articles

Click on any module below to view full instructions:

  • Contacts — Manage, import, export, and communicate with your contacts
  • Activity Feed — Monitor your team's real-time activities
  • Opportunities — Track and manage your sales pipeline
  • Tasks — Organize and complete follow-up actions
  • Lists — Segment contacts for targeted outreach
  • My Meetings — Schedule and manage appointments

Common Questions

Q: Can I import contacts from another CRM?

A: Yes. Export them as a CSV file, then import through CRM → Contacts → Import.

Q: What's the difference between static and smart lists?

A: Static lists stay the same once created. Smart lists update automatically based on filters.