CRM Quickstart Guide

The CRM is your centralized place to manage contacts, send email outreach, and track engagement. Follow these quick steps to get started and view our Comprehensive Guide to go deeper!

🔑 Accessing Your CRM

Open the invitation link in your email or access via the left sidebar in Roundtable.

Once you’re in:

Go to Settings → General
Update your CRM name, URL, and logo

👥 Invite Your Team

Collaborate by giving teammates access to add and manage contacts.

Go to Settings → Users
Add team members as Admin or Member
Invited users will receive an email to join

📇 Add Your Contacts

Bring your network into one centralized system.

Option A (Recommended): Connect Your Spaces

Go to Settings → Connected spaces

Option B: Import from CSV

Go to People → Import/Export → Import CSV

Option C: Add Manually

Go to People → Add person to add contacts one-by-one

🗂️ Organize Your Data

Customize your CRM so it works the way you do.

Custom Fields: Track the details that matter most
- → Settings → Custom fields
Tags: Label people and organizations for easy searching and grouping
- → Settings → Tags

📋 Build Your Lists

Create targeted audiences for outreach and campaigns.

Click Create new list in the sidebar
Build lists around programs, partners, or campaigns

✅ Verify Your Email Domain

Enable reliable email sending from your organization’s domain or use Roundtable's CRM domain and start sending emails immediately!

Domain Verification:

Go to Settings → Email senders → Add new domain
Work with your IT team to complete verification

Roundtable's CRM Domain:

You can send emails via the Roundtable CRM without verifying your domain using our @crm.civicroundtable.com domain. This allows you to start sending emails as soon as you configure your CRM!

Senders will see your email attached to @crm.civicroundtable.com. You can configure your 'Reply-to' to whatever inbox you choose!