CRM stands for Customer Relationship Management. In VipeCloud, the CRM is where you manage everything related to your sales process - your contact database, communication history, follow-up tasks, deals, and pipeline.

This article walks through the four core areas of VipeCloud's CRM: contact records, tasks, opportunities, and the pipeline.

How to Find a Contact

Click the CRM tab in the left sidebar
Click Contacts
Search for the contact using the search bar in the Contacts table
Click the contact's name to open their record

You can also search for contacts from anywhere in VipeCloud using the search bar in the top navigation bar.

If a contact does not exist yet, click Create in the upper right of the Contacts page to add them manually.

Note: Contacts can also be located via the "Contacts" tab in the sidebar, however since this article focuses on a CRM workflow, we're using the CRM tab.

The Contact Record

The contact record is the single source of truth for everything related to a contact. It is split into two sides.

The left side contains structured information about the contact:

Open Tasks - follow-ups that are due or upcoming for this contact
Opportunities - any deals associated with this contact and their current pipeline stage
Details - standard contact fields such as email, phone, and company
Custom Fields - any additional fields your account uses to track contact-specific information

The right side is the activity timeline - a chronological log of every interaction with this contact, including emails sent and received, tasks completed, and calls logged. If Inbox Sync is configured, emails sent from your connected inbox also appear here.

How to Log a Completed Activity

Use tasks to log sales activity that has already happened - a call you made, a meeting you attended, or a visit you completed. This keeps a full record of your interactions in the timeline.

Open the contact record.
Click the + button in the Open Tasks card.
Select the activity type (call, meeting, in-person visit, etc.).
Add any notes about what happened.
Click Create.

The completed task will appear in the activity timeline on the right side of the contact record, timestamped alongside your other communications.

How to Create a Follow-Up Task

Use open tasks to set reminders for future follow-ups - calls you need to make, things you need to send, or anything you do not want to forget.

Open the contact record.
Click the + button in the Open Tasks card.
Select the task type.
Set a due date for when the follow-up should happen.
Add notes so you remember what to discuss when you follow up.
Click Create.

The task will appear in the Open Tasks card on the contact record and will also surface in your Task List on the due date.

How to Use the Task List

The Task List surfaces all of your open follow-ups across every contact in one place. This is your daily working list.

Click Tasks in the left sidebar.
Use the filter view at the top to control what you see:

Today's Tasks - tasks due today or overdue. This is the view most people work from daily.
All Open - every open task, including future-dated ones.
Completed - tasks you have already closed.

From the Task List you can:

Click the task name to view its full details and notes.
Click the contact name to open their full record.
Use Quick View to preview the contact record without leaving the page.
Click Mark Complete to close the task once it is done.

If you manage a team, you can view your team members' tasks here as well, depending on your permissions.

How to Create an Opportunity

Opportunities represent individual deals and they exist in your pipeline. Create one any time a contact becomes a real sales prospect you want to track through your pipeline.

Open the contact record.
Click the + button in the Opportunities card.
Give the opportunity a name.
Select the pipeline and the stage that reflects where this deal currently sits.
Enter a deal value if applicable.
Click Create.

The opportunity will appear on the contact record and will also be visible in your pipeline view.

How to Use the Pipeline

The pipeline gives you a visual, board-style view of all your open deals organized by stage.

Click Opportunities in the left sidebar.
Your pipeline stages are displayed as columns. Each deal card appears in its current stage.
To move a deal to a new stage, drag and drop its card into the appropriate column.

Pipeline stages can be customized to match your actual sales process. Click Edit Pipeline to add, rename, or reorder stages.

Deals can be dragged horizontally between stages and vertically within a stage to set priority order.
You can have multiple pipelines if your business tracks different types of deals separately.

Key Notes

The CRM section of the sidebar is designed so you can handle contacts, tasks, and pipeline without leaving that area of the product.
Emails sent directly from a contact record are trackable - opens and link clicks are logged automatically.
Tasks can be associated with contacts, opportunities, or accounts.
Inbox Sync is required for emails sent from Gmail or Outlook to appear in the contact's activity timeline. See: Setting Up Inbox Sync
For a detailed walkthrough of the contact record layout, see: Understanding Contact Records
For a detailed walkthrough of the pipeline and opportunities, see: Opportunities and Pipelines Page Walkthrough