Auto Appy CRM

Auto Appy CRM is where your sales team works every lead: pipelines and stages, scheduled follow-ups (calls, meetings, tasks), call recordings turned into notes, sales targets and shared documents. It uses the same login as Auto Appy, and workflows can create and update leads automatically.

Being written

This guide follows the same shape as the Auto Appy guide: get started, each feature on its own short page with real screenshots, then developers and help. Here's the plan.

1. 01Get started
   • What Auto Appy CRM is
   • Sign in and open your workspace
   • Add your first lead
2. 02Leads and pipelines
   • Pipelines and stages
   • Moving leads
   • Lead fields and filters
3. 03Follow-ups
   • Calls, meetings and tasks
   • Reminders
   • Today view
4. 04Calls and notes
   • Calling from the mobile app
   • Recordings and AI call notes
5. 05Targets and reports
   • Setting targets
   • Team performance
6. 06Documents and team
   • Documents
   • Roles and access
7. 07Automate the CRM
   • Create leads from forms
   • Auto follow-ups with workflows
8. 08Developers and help
   • API keys
   • CRM API
   • Troubleshooting and FAQ

Open Auto Appy CRM ↗