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Product news from Senitix CRM, release notes and step-by-step how-to guides that help your team get more out of the CRM.
How-To Guides
How to Set Up Your First Automation in Senitix CRM
Build one Senitix CRM automation end to end: trigger, condition, action, a test routine, and two variations to build once it is proven.
How-To Guides
How to Build Your First Quote in Senitix CRM
Add a product and a price book, build a quote with line items and a discount, save a second version, and generate the PDF from a template.
How-To Guides
How to Import Contacts, Companies and Deals Into Senitix CRM
The Senitix-specific order, field mapping table and import modes for contacts, companies and deals, plus how duplicates are handled.
Product News
Why a Sales AI Should Draft the Email but Never Send It
Senitix AI drafts, summarizes and suggests, but a person confirms before anything sends or changes. What it reads, where it stops, and the daily limits.
How-To Guides
How to Set Up Your First Sales Pipeline in 5 Steps
The five-step setup for your first sales pipeline in Senitix CRM: exit criteria, stages, key fields, your deals, then a second pipeline.
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