Using the CRM

LeanPBX CRM

The built-in CRM is deeply integrated with your phone system. Incoming calls automatically show the caller's contact info, calls are logged to the contact timeline, and you can click-to-call directly from any contact record. Requires the CRM feature on your subscription plan.

CRM Modules

👤 Contacts

Store contact details including name, phone, email, company, job title, type (lead, prospect, customer, vendor), and tags. Contacts are matched to incoming calls by phone number.

🏢 Companies

Organize contacts by company. Link contacts to their organization and view all related records in one place.

📝 Notes

Add notes to contacts after calls or meetings. Notes can include call dispositions to categorize the outcome of a conversation.

✅ Tasks

Create follow-up tasks with due dates, priority levels (low, medium, high), and assignees. You receive a reminder email on the day a task is due.

Creating a Contact

1

Navigate to CRM > Contacts

Click New Contact.

2

Fill In Contact Details

First Name and Phone are required. You can also add last name, mobile, email, company (create inline if needed), job title, type, and tags.

3

Click Create

Your contact is saved. When they call in, the CTI popup will display their name and details automatically.

💡

CTI Popup

When a call comes in, a popup appears showing the caller's CRM contact information. You can add notes and set call dispositions directly from the popup without leaving your current page.