Contacts & collaborations CRM
Manage contacts, conversations and next actions in your personal workspace or a shared team project.
Add a contact and choose its workspace
Choose a workspace before adding a contact; personal records are not shared automatically.
Organize sections, groups and collaborations
Sections describe products, games or areas of work; groups describe audiences and goals.
Record history and link a task
Keep text, dates and evidence links; CRM does not send messages.
Import contacts and complete history
Review the selected workspace and file preview before saving.
Section diagram
My projects → TasksCRM tab
Workspace A ▾Personal workspace or available project
Search by name…
Workspace APersonal workspace or available projectSelected · example
Email / Telegram / DiscordSource + date → reply → owner confirmedBusiness route · history · restrictions
Workspace ▾+ WorkspaceWorkspace settingsTeam and accessWorkspace trash
Owner / admin · no Roblox · one projectConfirm → trash → restoreContacts, tasks and history are retained
CRMContacts · search and filtersAgenda · due datesImport · preview
Section · product or gameGroup · audience and goalContacts and conversations
ContactsNameType · platformGame / campaignNext action
Personal workspace / team projectNew CRM starts empty
NewContactedRepliedAgreedPublishedClosed
Contact · title · section ▾ · group ▾+ Create inline · draft retainedNext action · due dateMore details ▸ URLs · notes
Saved values ▾ or a new valueTags · individual chipsContact · several groups
Action agendaOverdue · Today · UpcomingLink to an existing task
History: note · inbound · outboundManual log · nothing is sent
Block with reason · excluded from outboundArchived records still count toward limits
Project roles · viewers readManager · structure and import
JSON · history previewSame file · no duplicate eventsPersonal records are not shared automatically
Briefs & applications · selected projectApplication + price → conversationNext action · due date → publication
CRM layout · illustration · empty account