ChatDaddy

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

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…

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

Was this article helpful?

Related articles

CRM (Contacts / Tags / Fields)

Contacts Video Walkthrough

Learn how to use Contacts on ChatDaddy

Read article
CRM (Contacts / Tags / Fields)

How to Use the Merge Contacts Feature in ChatDaddy

ChatDaddy provides a built-in Merge Contacts feature that helps you automatically detect and combine duplicate contacts to keep your database clean and…

Read article
CRM (Contacts / Tags / Fields)

Filtering Your Contacts in ChatDaddy

The Filter feature in ChatDaddy provides a powerful way to manage your client list by segmenting contacts based on various attributes, such as tags, messages sent, and more. This makes it easier to or

Read article
CRM (Contacts / Tags / Fields)

How to import contacts in ChatDaddy

Importing contacts into ChatDaddy helps you quickly build your audience for broadcasting. This guide explains the step-by-step process for importing contacts, as well as how to customize and enhance y

Read article