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.
What is a Workspace? In Gordon CRM, a workspace is a secure, private hub for your business. Each workspace operates independently, keeping its own contacts, notes, sales pipelines, custom branding, and automations completely separate—giving your team a dedicated space to collaborate.
Select a feature from the sidebar to get started.
- Contacts - Manage customer profiles, track communications and transactions, and organize contacts with custom tags.
- Notes - Rich-text notes on contacts, tasks, and appointments with pinning, full-text search, and a unified contact timeline.
- Tags - Colored labels for contact segmentation, broadcast targeting, and automation triggers.
- Tasks - Task management linked to contacts and deals, daily digest emails, and automation-driven task creation.
- Subscriptions & Consent - Email consent tracking, suppression management, and compliance.
- Email Marketing - Campaigns, broadcasts, sender identities, first-party tracking, and marketing/transactional categories.
- Automations - Trigger-action rules, cascading logic, and loop protection.
- Pipelines & Deals - Sales pipelines, deal tracking, Kanban boards, and automations.
- Agreements - Digital agreement templates with versioning, tokenized clickwrap signing, and automation dispatch.
- Companies - Organization records, contact linking, and module toggles.
- Appointments - Schedule and track meetings and service appointments linked to contacts.
- Courses - Design, build, and deliver learning portals with video lessons, progress tracking, and custom domain access.
- Forms - Create and embed secure lead capture forms on your website.
- Events - Track manual and Eventbrite events, manage public registration pages, and display event calendars on your site.
- Settings & Administration - Workspace configuration, team members and roles, ownership transfer, global search (⌘K), notification center, and developer API keys.