Start here
Getting startedSign in, choose a workspace, and find your way around the dashboard, search and settings.Working with recordsLists, creating and editing records, related records, bulk actions and boards.
Find your way by area
MarketingManage contacts, run campaigns, follow deals through the sales funnel, and send newsletters and social media posts.SalesManage customers, products, orders, invoices, payments and contracts.SupportTrack support tickets and the time you spend on them.ContentKeep documents, content pages and files in the drive.GeneralChat with your team, take notes, read notifications, build reports, and import and export data.
Switch areas on or off
BunnyCRM shows only the areas your workspace uses. Each area has its own switches, such as Enable Campaign or Enable Support Ticket. You find them under Settings, then Workspace features. A switched-off area is hidden from the dashboard and from the menus.
Related
- Sign-in, accounts, workspaces and API keys are handled by the BunnyCRM sign-in app. See its documentation.