Everything you need to know to start using AdSuite CRM
AdSuite CRM is an all-in-one platform designed specifically for direct mail and print businesses. Whether you're managing postcards, flyers, or large-format printing, AdSuite helps you track leads, manage customers, create quotes, and grow your business.
This guide will walk you through the essential steps to get your account set up and start closing deals in no time.
Complete these steps to get up and running:
Go to Settings → Profile to add your name, photo, and contact information.
Add your company details, logo, and address in Settings → Business Profile.
Upload your print products and pricing from Dashboard → Product Catalog.
Create a company record for your clients in Dashboard → Companies.
Start tracking sales opportunities in Dashboard → Deals or Sales Pipeline.
Add team members and assign roles in Settings → Team.
Manage your client database with detailed company profiles, multiple contacts per company, and communication history.
Track sales opportunities through customizable pipeline stages with drag-and-drop Kanban boards.
Maintain your print product offerings with pricing tiers, variants, and quantity-based pricing.
Create professional invoices directly from deals, send via email, and track payment status.
Find new prospects using our Google Places scraping tool. Search by industry and location.
Communicate with clients via SMS and voice calls directly from the CRM using Twilio integration.
Send targeted email campaigns with templates, tracking, and personalization.
Track revenue, expenses, and generate financial reports with our built-in accounting module.
Explore these guides to learn more:
If you have questions or need assistance: