Overview: What is the Sales CRM?

The Sales CRM features lets you:

• Create a “Sales Project” to organize and track your outreach efforts with prospects
• Add prospects from LinkedIn to this sales project with just 1-click (just like adding talents, but for prospective clients)
• Enrich leads’ contact information (email, phone)
• Send multi-channel sequences (email, LinkedIn messages, etc.)
• If you get a positive reply to your outreach, Create & Track deals

You’ll find that much of the functionality is similar to our Talent ATS pipeline—only now, you’re driving deals instead of hiring processes / jobs.

1. Activate the Sales CRM Feature (if not done already)

Before you can create Sales Projects and manage deals, you must first enable the Sales CRM for your workspace:

1. Go to the Workspace Settings in the left navigation panel.
2. Navigate to “Features Management”
3. And Toggle on the Sales CRM section to activate it.

Note: Once activated, your interface will include new Sales options in Projects, Deals Pipelines, Company profiles etc…

2. Create a Sales Project

A Sales Project is where you group leads before outreaching them.

1. Go to the “Projects” tab in Crew.
2. Click on “Create Project.”
3. Select “Sales” as the Project type (instead of “Talent”).
4. Give your project a clear name, e.g., “Q1 Enterprise Deals” or “Series-A startups”
5. Chose a default sequence
6. Validate

3. Add Contacts & Reach out via Sequences