Free Resources

Helpful Resources

Download templates, guides, and documentation to jumpstart your direct mail campaigns

Import Templates

Product Catalog CSV

Import your print products and pricing (179 products)

Email Templates CSV

Import pre-built email templates for campaigns

Contacts CSV

Bulk import contacts and companies

Getting Started

Getting Started Guide

Learn the basics of AdSuite CRM

Deal Management

How to track and close deals

Sales Pipeline

Visualize and manage your sales process

Work Management

My Projects

Organize work with projects and postcard slots

My Tasks

Track and manage your to-dos

My Designs

Manage design orders and creative workflow

Features & Tools

Lead Generation

Find new prospects with Google Places scraping

SMS & Voice

Send SMS and make calls from your CRM

Invoicing

Create and send professional invoices

Email Campaigns

Tips for effective email campaigns

Team Management

Invite and manage your team

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