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Instance

CRM

Last updated 1 November 2026

An overview of the Insites Customer Relationship Management (CRM) System

What it is for

The CRM holds the people and organizations your instance works with: contacts, companies, the activities logged against them and the files attached to them. Other modules, such as Pipelines, Tasks and Ecommerce, link their records back to CRM contacts and companies.

Open CRM in the main menu. It lists Companies, Contacts, Attachments, Custom Fields, System Fields and Webhooks.

What you can do

  • Add, edit and archive contacts and companies
  • Import and export contacts and companies as CSV
  • Add your own fields with Custom Fields, and adjust the built-in ones in System Fields
  • Send record changes to other systems with Webhooks
  • Find any file attached to a record in Attachments

Common tasks