CRM

Keep customer records, conversations, and follow-up work together. Start with one customer and one next action before configuring specialist modules. For an introduction in your language, use the CRM quick start. This detailed reference is in English.

Quick start

Open CRM → Customers and create a Person. Add an Organization if you need company context, then link them.
Open the customer and record an interaction or internal note in Activity.
Create a linked Task or Ticket for the next action. Assign an owner and a due date where needed.
Return to CRM Home or Work to review unfinished follow-ups.

If you cannot view or change CRM data, ask your administrator for the relevant CRM permissions. A paid seat does not grant permissions.

CRM guides

Your task	Guide
Add customers, review activity, and link work	Records and linked work
Track promises, goals, services, and handoffs	Customer workflows
Define fields, stages, layouts, and views	Configure the data model
Import, export, merge, or analyze data	Imports, exports, and reports
Connect an external provider	Connectors
Collect customer information	Forms
React to an event automatically	Automations
Run a repeatable sequence	Playbooks
Give customers signed-in access	Authenticated portals

Plans and limits

Free workspaces can try the complete core workflow with up to 25 CRM records, one Record Type, five custom fields, one form, one automation, and 25 automation runs per month. Starter and Pro seats add shared CRM capacity to the workspace. The record allowance counts active People, Organizations, and custom Records together. The Free baseline applies once per workspace; paid seats add capacity. Custom Record Types are capped at 15 per workspace, including paid seats. Free allows one completed CSV import per CSV connection, with up to 25 rows. Starter imports accept up to 1,000 rows per job and Pro imports up to 10,000. CSV exports of saved views and table rows are available on all plans. Detailed customer data exports and merging People or Organizations require a Starter or Pro seat for the member taking the action. Custom Records cannot be merged. Connected providers require a Pro seat and available connector capacity; CSV does not use connector capacity. Report access follows the workspace plan and CRM viewing permission, including for members with Free seats. Reports progress from basic totals on Free to workflow trends on Starter and operational detail on Pro. Virtual Coworkers can use CRM with approval on Starter and autonomously on Pro. Workspace permissions still decide who may view, edit, configure, or connect CRM data; a paid seat never grants those permissions by itself.

The CRM header shows current record usage. When a workspace approaches its limit, use the upgrade action to add capacity. Existing data remains available after a downgrade, but Bnder blocks new resources until the workspace has free capacity again.