ChatDaddy
CRM (Contacts / Tags / Fields)

How to Use the CRM Function in ChatDaddy (CRM Boards)

## Overview ChatDaddy's CRM function lets you organize customers and follow-ups using CRM Boards — create boards, set up stages/columns, and move contacts through your pipeline. ## How To Full step

Updated Jun 9, 2026

Overview

ChatDaddy's CRM function lets you organize customers and follow-ups using CRM Boards — create boards, set up stages/columns, and move contacts through your pipeline.

How To

Full step-by-step guide: https://help.chatdaddy.tech/article/how-to-create-and-manage-crm-boards

Suggested Reply

You can use the CRM function in ChatDaddy to organize and track your customers using CRM Boards — create boards, set stages, and move contacts through your pipeline.

Here's the full guide: https://help.chatdaddy.tech/article/how-to-create-and-manage-crm-boards

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