Getting Started

The import wizard works for every module — Contacts, Deals, Companies, and your custom modules. Upload a CSV/Excel file, map columns, and import.

The record detail page is where a single record lives — its fields, its connections to other records, and the context you most want at a glance. Two areas make it powerful on every module: Related…

Custom views let you save a specific slice of any module — the exact filter conditions, columns, sort order, and sharing — so you and your team can jump straight to the records that matter. Views w…

Every module's list view shows your records in a table, and you control exactly which fields appear as columns and in what order. This lets you build a focused list that surfaces the information yo…

When you need to act on many records at once instead of opening them one by one, AI Engage CRM gives you bulk actions directly from any module's list view. Select the records you want, and a set of…

Duplicate records creep into any CRM. The deduplication tool scans a module for duplicates, auto-merges the ones that are identical, and walks you through resolving the rest — group by group — with…

Bookmark the modules, features, and pages you use most so they’re always one click away in the sidebar and the Bookmarks popover.

A step-by-step checklist to verify your AI Engage CRM setup before going live: security and access, data and customisation, user spot-check, and final verification.

An overview of everything AI Engage CRM can do beyond the initial setup — automation, campaigns, integrations, and more.