TukiCRM documentation

Step-by-step guides for working with contacts, leads, and lists in TukiCRM.

TukiCRM keeps your organization’s people, companies, and sales opportunities in one place. These guides walk you through the most common tasks, step by step and with screenshots.

Guides

• Create a contact: add a person with their email and company.
• Manage leads in the pipeline: create leads, view them on a Kanban board, and move them between stages.
• Search and filter lists: find records across your organization and combine filters.