Welcome to Gordon CRM Documentation

Welcome to the official documentation for Gordon CRM.

Whether you're managing contacts and scheduling appointments, building automated workflows, or integrating lead capture into your website, these guides will help you get the most out of your workspace.

Select a feature from the sidebar to get started.

Currently available:

• Contacts - The contact data model, CSV import, and the contact detail page.
• Tags - Colored labels for contact segmentation, broadcast targeting, and automation triggers.
• Subscriptions & Consent - Email consent tracking, suppression management, and compliance.
• Tasks - Task management linked to contacts and deals, daily digest emails, and automation-driven task creation.
• Notes - Rich-text notes on contacts, tasks, and appointments with pinning, full-text search, and a unified contact timeline.
• Appointments - Schedule and track meetings and service appointments linked to contacts.
• Pipelines & Deals - Sales pipelines, deal tracking, Kanban boards, and automations.
• Companies - Organization records, contact linking, and module toggles.
• Email Marketing - Campaigns, broadcasts, sender identities, first-party tracking, and marketing/transactional categories.
• Automations - Trigger-action rules, cascading logic, and loop protection.
• Forms - Secure, headless lead capture for any website.
• Events - Manual and Eventbrite events, public registration, and the headless events API.
• Agreements - Digital agreement templates with versioning, tokenized clickwrap signing, and automation dispatch.
• Settings & Administration - Workspace configuration, team members and roles, ownership transfer, global search (⌘K), notification center, and developer API keys.