What is a Contact in Springly's CRM

Before starting

Springly plans are based, among other criteria, on the number of contacts. Therefore, knowing when a user becomes a contact is key to a comprehensive understanding of the platform.

What is contact?

A contact is any data item recorded in your CRM database, under the Contacts section. So simple!

These tend to be individuals, such as members, donors, volunteers, etc., but they can also be third-party organizations and others saved from within the Entities feature

Why is contact count important?

Your contact count is the number of unique contacts saved in your CRM database. It's an important metric as it helps you track the growth of your organization's network and engagement with your stakeholders. It also indicates which subscription plan you're paying for on the software.

You can find your contact count in your CRM by navigating to the Community > Contacts section.

Understanding contacts and your contact count in Springly's CRM is essential for effective contact management. By using Springly's CRM to manage your contacts, you can improve engagement and communication with your stakeholders, track interactions and activities, and segment contacts for targeted engagement strategies.

To go further, check out these articles:

• Search the Contact Database
• Adding a contact to your CRM
• Modify, Archive or Delete a contact from Community
• Springly Pricing & Subscription Plans
• Do archived members count as part of my plan?