VipeCloud is a CRM with email, texting, scheduling, and automations built in. Pick the path that matches you:
How Do I Find My Way Around VipeCloud?
The sidebar, search bar, and profile menu are in the same place on every page, so learning them first makes every other article easier to follow.
Left sidebar - Lists every page, grouped by area. You can reorder and hide items: Customize Your Sidebar.
Search bar - The Search VipeCloud bar at the top of every page finds pages, actions, and records. Press Ctrl+K (Cmd+K on a Mac) to jump to it.
Profile menu - Click your name or photo in the top right to open Settings or log out. Admins also find billing here.
Settings - Settings: Customize Your CRM Setup covers display names, fields, layouts, and pipelines.
Login page - Each user picks the page VipeCloud opens on: Set Your Login Page.
CRM basics - CRM 101 covers contacts, tasks, and moving deals through your pipeline.
Where Do I Start as an Admin?
If you're setting up the account, these are the first things to put in place, roughly in this order. Your team works from what you set up here.
Managing Your Multi-Seat Account's Users - Add your users and manage seats.
Custom Fields 101 - Add the fields your business tracks on contacts.
How to Create and Use Board Views - Set up the stages your contacts move through.
How to Import Contacts - Bring in your existing contacts from a CSV file.
Duplicate Prevention in VipeCloud - Choose how VipeCloud spots a contact that already exists.
Email Sync & Domain Setup - Send email from your own domain.
How To Create a Sign Up Form - Capture leads from your website.
Email Parsing Overview - Turn lead notification emails into contacts.
Get Started With Texting - Set up your text subscription, number, and registration.
Multi-User Admin: Managing Users & Sharing Content - Share templates and content with your team.
Where Do I Start as a New User?
If you were added to a team's account, your admin has set up the account itself. These are the things you set up for yourself.
Understanding Your Member-Level User Account - What you can see and do as a member.
Setting Up Inbox Sync - Connect your email so it shows in VipeCloud.
Scheduler: Getting Started - Connect your calendar and set up your booking link.
Email Settings Page Walkthrough - Set your email signature.
Get Started With Texting - Get your texting number, if your account uses texting.
CRM 101 - Work your contacts, tasks, and deals day to day.
Have a text-only seat? Start with Getting Started As A Text Only User instead.
How Do I Get Help?
The in-app chat is the fastest way to an answer, and our Success Team picks up anything it can't solve.
Click the chat button in the bottom right corner of any VipeCloud page. Its tooltip reads Chat with VipeCloud Success Team.
Type your question.
If the answer doesn't solve it, ask in the same chat to talk to our team.
You can also search this help center from the search bar at the top of any article.