CRM & sales13 guidesUpdated
CRM and sales guides
Contacts, deals, inbox, calendars, forms and reports in one CRM.
Every CRM & sales guide
- Start hereCRM overviewOne CRM for contacts, deal pipelines, a shared inbox, tasks and automations, with AI that replies and follows up for you. See how Suede AI's CRM works.
- ContactsFind any customer in seconds, segment with tags and smart lists, track custom fields and act on hundreds of contacts at once in Suede AI's CRM.
- Import contactsMove your whole list into Suede AI in one upload. Columns map on their own, duplicates merge, tags apply to every row and saved details stay safe.
- PipelinesDrag deals across stages, see weighted revenue, catch stale deals before they die and trigger follow-ups on every stage change with Suede AI pipelines.
- Conversations inboxReply to texts, email, web chat, Messenger, Instagram and WhatsApp from one inbox, with AI that drafts or sends answers in seconds. Set up Conversations.
- TasksPut every follow-up on a due date, see overdue work at a glance and let workflows create and chase tasks for you. How tasks work in Suede AI's CRM.
- Calendars and bookingGive clients a booking page that shows your real open times, sends reminders, routes team bookings and drops every appointment into your CRM.
- Forms and surveysBuild hosted or embedded forms, surveys and quizzes that save every answer to a contact, tag it, open a deal and send the lead straight to booking.
- Documents and e-signSend proposals and contracts with pricing tables, collect typed or drawn e-signatures, track every view and turn a signed deal into an invoice.
- ProspectingSearch local businesses by type and city, save any one as a CRM lead, and run a website audit that hands you the fixes to pitch on your first call.
- CRM automationsFollow up, assign, remind and move deals the moment something happens. Build CRM workflows from a sentence or a ready-made template and switch them on.
- CRM reportingTrack leads, revenue, pipeline, show rates, reply speed and team activity by date range, see which sources pay, and email the report on a schedule.
- Round robin bookingSpread appointments across your team automatically. Set up a round robin or collective calendar so every booking goes to the right free person.
Questions buyers ask
Is the Agent Studio CRM a GoHighLevel alternative?
Yes. It covers the CRM core GoHighLevel users rely on (contacts, smart lists, pipelines, a unified inbox, tasks, calendars, forms and workflows) and adds Agent Studio's AI workflows on top. Contacts come over by CSV in one import.
What are smart lists in Agent Studio?
Smart lists are saved contact views built from your search and tag filters. They update themselves as contacts change, so your "hot leads" or "past customers" list is always current.
How many contacts can I import at once?
Up to 5,000 rows per import from a file of up to 2 MB. Split a bigger list into parts and import each one; duplicates across parts still merge.
Are pipelines the same as GoHighLevel opportunities?
Yes. GoHighLevel's Opportunities and Pipelines map to Agent Studio's Pipelines: each card is a deal with a value, stage, contact and status of open, won, lost or abandoned.
Can I text customers from my business number?
Yes. Connect your Twilio number or buy one in Phone numbers, add it as a text channel, and every reply goes out from that number.
Does Agent Studio remind me when a task is due?
Yes. When a task falls due it fires the Task due trigger. Build a workflow on it to text or email the person responsible, and overdue tasks are marked on the Tasks page.
Does the booking page show times in my client's time zone?
Yes. The page reads the visitor's time zone from their browser and shows open times in it, while your availability stays in the calendar's own time zone. Reminders go out in the zone the client booked in.
How do I embed an Agent Studio form on my website?
Publish the form, open Share and press Copy embed code. Paste it into any page builder that accepts HTML, including WordPress, Webflow and Squarespace. The frame grows to fit the form, so there are no scroll bars.
More of the help center
- Get startedYour first win in minutes: setup, modes, plans and the tour.
- AI employees & phoneAn AI receptionist, salesperson and support agent on every line.
- SEO & AI searchRank on Google and get quoted in AI answers.
- Agency & clientsWin clients, onboard them fast and prove the work every week.
- Marketing & reputationCampaigns, social, reviews, sites, courses and communities.
- Payments & invoicingInvoices, estimates, payment links, products and subscriptions.
- Agents & workflowsBuild agents from templates, a canvas or code, and test them free.
- DevelopersAPI, MCP, SDK, CLI, webhooks and agent publishing.
- Help & accountSign-in, billing, security, troubleshooting and support.