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CRM App

Documentation for the NOWAITN CRM app — contacts, accounts, and deals that every other NOWAITN app reads from.

11 articles
Featured Guide 5 min read

How NOWAITN CRM Works

A visual tour of the CRM platform — contacts, accounts, and deals that the rest of the NOWAITN platform reads from and writes to.

One customer, every app

Queue joins, reservations, print jobs, and HCM interactions all link back to the same contact record. No CSV exports, no duplicate people.

Pipeline that moves itself

Deals advance from platform events — a reservation confirmed, an invoice paid, a ticket closed — without anyone dragging a card.

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Articles

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What kinds of businesses use this? Operators who serve the same people over time — clinics, restaurants, salons, retailers, agencies, g...
How is this different from Salesforce, HubSpot, or Pipedrive? Those are sales tools built around deals and stages. NOWAITN CRM is the identity layer operations ne...
How does one customer record stay in sync? The phone number from your waitlist is the same person as today's booking and last week's payment —...
What about duplicate customers? Duplicates are found and merged with a full audit trail, so one customer is one record even across d...
Merging duplicate contacts When the same person lands in CRM twice, merge them into one record without losing activity history...
Running bulk campaigns from CRM Send targeted email and SMS to a filtered contact segment using the platform's shared notification t...
The activity timeline: every touch in one place Calls, notes, meetings, emails, reservations, print jobs — the activity log on every contact shows e...
Building your first sales pipeline Define stages, set win/loss criteria, and wire platform events so deals advance themselves.
Contacts, accounts, and deals — what each one is for The three primitives CRM is built around, when to use which, and how they connect to events from oth...
Importing contacts into CRM Bring an existing contact list into CRM from a CSV, a Gmail/Outlook address book, or another CRM wit...
Getting Started with NOWAITN CRM What the CRM app is, why it exists, and how to activate it for your organization.