Step-by-step guides
Each guide walks through one task from start to finish, with the buttons as they appear in VODOO CRM. Allow 10 minutes to an hour per guide.
Import contacts from a CSV file
Import your CSV contact file into VODOO CRM in 4 steps: upload, column mapping, preview, import. HubSpot, Pipedrive, Salesforce and Zoho exports are recognized.
Read the guideBuild a lead follow-up workflow
Automate lead follow-up: a trigger, a welcome email, a delay, an if/else condition, a text and a sales task. Step by step, no code.
Read the guideConnect Twilio to send texts
Link your Twilio account to VODOO CRM in 4 steps: Account SID, Auth Token, number and incoming message URL. Your texts are billed by Twilio, with no markup.
Read the guideGet paid with a Stripe payment link
Connect Stripe, create your product and an order, then send the payment link by email or text. The order turns “Paid” on its own.
Read the guideOpen your booking page
Set your availability, time zone and the buffer between appointments, then share your booking link. Confirmation and reminder are sent for you.
Read the guideMigrate from HubSpot to VODOO CRM
Move from HubSpot to VODOO CRM: CSV export of your contacts, import with one-click HubSpot mapping, pipeline, sequences and channels. Allow about an hour.
Read the guide