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Getting Started:
Learn the basics of Pawn CRM, how to set up your account, import contacts, and start managing your sales pipeline from day one.
Pawn CRM is an all-in-one customer relationship management platform designed for businesses that want to streamline their sales, lead management, and customer communication. Whether you're a small business owner, a sales team, or a growing enterprise, Pawn CRM helps you manage contacts, track deals, automate outreach, and close more sales — all from one dashboard.
Getting started is simple. Sign up for an account, complete the onboarding wizard to set up your business profile, and you're ready to go. You can import your existing contacts via CSV, connect your email and phone integrations, and begin managing your pipeline immediately. Our step-by-step setup guide walks you through every step.
Yes! Pawn CRM supports bulk contact imports via CSV files. Simply export your contacts from your current system, map the fields to Pawn CRM's contact fields, and import them in just a few clicks. All your contact data, notes, and tags will be preserved.
Pawn CRM is entirely cloud-based. There's nothing to install — just log in from any web browser on your computer, tablet, or phone. Your data is securely stored in the cloud and accessible from anywhere, anytime.
Pawn CRM supports multiple team members depending on your subscription plan. You can invite team members, assign roles and permissions, and collaborate on contacts, deals, and campaigns together. Each user gets their own login with access controlled by your admin settings.
Features & Integrations:
Explore Pawn CRM's powerful features including built-in calling, email campaigns, SMS messaging, and seamless third-party integrations.
Yes! Pawn CRM includes a built-in VoIP dialer powered by Twilio. You can make outbound calls, receive inbound calls, record conversations, and log call notes — all without leaving the platform. Call history is automatically linked to the contact's profile for easy reference.
Pawn CRM supports multiple communication channels including email (via IMAP/SMTP and SendGrid), SMS messaging, live chat, and VoIP phone calls. All conversations are unified in a single inbox so you never miss a message, regardless of which channel your customer uses.
Absolutely. Pawn CRM includes a full-featured email campaign builder with a drag-and-drop editor. You can design professional emails, segment your contact lists, schedule campaigns, and track open rates, click rates, and engagement metrics — all built right into the platform.
Pawn CRM integrates with popular tools including Twilio (voice & SMS), Zoom (video meetings), SendGrid (email delivery), Google (calendar & contacts), and IMAP/SMTP for custom email providers. We're continuously adding new integrations based on customer feedback.
Yes. Pawn CRM provides comprehensive reporting dashboards that give you real-time insights into your sales pipeline, team performance, campaign results, and customer engagement. Track key metrics like conversion rates, deal values, response times, and more to make data-driven decisions.
Pricing & Support:
Find answers about Pawn CRM pricing plans, billing, free trials, and how to get help from our dedicated support team.
Yes! We offer a free trial so you can explore all of Pawn CRM's features before committing to a plan. No credit card is required to get started. During your trial, you'll have full access to all features including calling, email campaigns, and integrations.
Pawn CRM offers flexible pricing plans to fit businesses of all sizes. Our plans are based on the number of users and features you need. Visit our pricing page for detailed plan comparisons, or contact our sales team for a custom quote tailored to your business requirements.
Yes, you can change your plan at any time. Upgrades take effect immediately, and you'll only be charged the prorated difference. If you downgrade, the change will apply at the start of your next billing cycle. Your data is always preserved regardless of plan changes.
We provide dedicated customer support via email and live chat. Our support team is available to help with setup, troubleshooting, and best practices. We also offer an onboarding walkthrough for new accounts and a comprehensive knowledge base with tutorials and guides.
Absolutely. Pawn CRM takes data security seriously. We use industry-standard encryption for all data in transit and at rest, maintain regular backups, and follow strict access controls. Your business data and customer information are protected with enterprise-grade security measures.