Understand Advanced CRM
Advanced CRM is the full CRM experience at crm.goodaction.com, with contacts, leads, pipelines, email, automations, reports and additional modules.
Understand Advanced CRM
Overview
Advanced CRM is the full CRM experience at crm.goodaction.com, with contacts, leads, pipelines, email, automations, reports and additional modules.
Where to find it
For the included contact view, open Nonprofit workspace > People & Partnerships > Contacts. Eligible organizations can choose Open CRM there to enter Advanced CRM through GoodAction sign-on.
How it works
Use the overview and important details below as the authoritative product distinction for this topic. Availability can still depend on the selected profile, organization, community, network, plan and current record status.
Important details
Always confirm the CRM workspace before editing or importing. Contact data can include personal information: collect only what is needed, avoid unnecessary exports, use permissions appropriately and follow consent requirements for email.
If something does not look right
- Confirm the signed-in profile and current workspace shown in the page header.
- Capture the page address, time and exact visible error.
- Do not include passwords, API keys, bank details or full card data.
- Ask GoodAction Support when the expected control remains unavailable or the saved result differs from this article.