{"id":11802,"date":"2025-04-11T16:00:25","date_gmt":"2025-04-11T13:00:25","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=11802"},"modified":"2026-02-04T15:42:47","modified_gmt":"2026-02-04T12:42:47","slug":"what-is-snov-io-crm","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/what-is-snov-io-crm\/","title":{"rendered":"What is Snov.io CRM"},"content":{"rendered":"<p><!--ARCADE EMBED START--><script> function onArcadeIframeMessage(e) { if (e.origin !== 'https:\/\/demo.arcade.software' || !e.isTrusted) return; const arcadeIframe = document.querySelector(`iframe[src*=${e.data.id}]`); if (!arcadeIframe || !arcadeIframe.contentWindow) return; if (e.data.event === 'arcade-init') { arcadeIframe.contentWindow.postMessage({event: 'register-popout-handler'}, '*'); } if (e.data.event === 'arcade-popout-open') { arcadeIframe.style['position'] = 'fixed'; arcadeIframe.style['z-index'] = '9999999'; } if (e.data.event === 'arcade-popout-close') { arcadeIframe.style['position'] = 'absolute'; arcadeIframe.style['z-index'] = 'auto'; } } window.addEventListener('message', onArcadeIframeMessage); <\/script><\/p>\n<div style=\"position: relative; padding-bottom: calc(56.59863945578232% + 41px); height: 0; width: 100%;\"><iframe src=\"https:\/\/demo.arcade.software\/YxbS7vF33VmzkwoNqdI4?embed&embed_mobile=modal&embed_desktop=inline&show_copy_link=true\" title=\"Introduction to Snov.io CRM\" frameborder=\"0\" loading=\"lazy\" webkitallowfullscreen mozallowfullscreen allowfullscreen allow=\"clipboard-write\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\" ><\/iframe><\/div>\n<p><em>This article will give you an overview of Snov.io CRM tools that can help you streamline your sales process, improve team collaboration and drive better results.<\/em><\/p>\n<p><span style=\"font-weight: 400;\">Snov.io CRM helps you \u0441reate and track pipelines and deals with interested leads at every stage of your sales process<\/span><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<div class=\"notification-block learn\">\n<div class=\"notification-block__icon\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase-n\/assets\/img\/fluent_chat-warning-16-regular.svg\" alt=\"learn\" width=\"32\" height=\"32\" \/><\/div>\n<div class=\"notification-block__text\">\n<p>CRM is free and available on all plans. To <a href=\"https:\/\/snov.io\/knowledgebase\/how-does-the-teamwork-feature-function\/\" target=\"_blank\" rel=\"noopener\">use CRM as a Team<\/a> and have shared access, upgrade your account to Pro 5K or higher.<\/p>\n<p>You can assign responsible members (to deals) and view each other's deals, lead notes and statistics. <a href=\"https:\/\/snov.io\/knowledgebase\/how-to-use-snov-io-crm-in-a-team\/\" target=\"_blank\" rel=\"noopener\">Find out more<\/a> about using Snov.io CRM as a team.<\/p>\n<\/div>\n<\/div>\n<p><span style=\"font-weight: 400;\">To manage your deals in the CRM you can:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-and-edit-pipelines-in-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">create multiple custom pipelines<\/span><\/a><span style=\"font-weight: 400;\">: reflect the deal stages leading your prospects to a conversion<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-and-manage-deals-in-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">manage and prioritize deals<\/span><\/a><span style=\"font-weight: 400;\">: manage up to 10,000 deals, <\/span><span style=\"font-weight: 400;\">track their status, add tags to filter and prioritize them<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-import-deals-and-prospect-data-to-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">import deals<\/span><\/a><span style=\"font-weight: 400;\">:<\/span> <span style=\"font-weight: 400;\">create new or update ongoing deals in bulk from a CSV file\u00a0\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-use-snov-io-crm-in-a-team\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">share data with your team<\/span><\/a><span style=\"font-weight: 400;\">: assign deals and tasks to members, track team's progress in important deals<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-manage-your-calendar-and-meetings-in-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">schedule tasks<\/span><\/a><span style=\"font-weight: 400;\">: sync your CRM tasks with Google Calendar to never forget about a follow-up, meeting or call<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/app.snov.io\/crm\/#\/statistics\/deals\" target=\"_blank\" rel=\"noopener\">check deal history<\/a>: view the full communication timeline to plan your next steps or identify areas for improvement<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">You can also add expected deal value and track potential total ROI in <a href=\"https:\/\/app.snov.io\/campaigns\/reports\">Reports.<\/a><\/li>\n<\/ul>\n<p>Below, you can check the number of customizable pipelines, deals and custom data fields that you can create in all plans:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-block-image shadow aligncenter wp-image-38485 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/CRM-whats-included.png\" alt=\"\" width=\"978\" height=\"471\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/CRM-whats-included.png 978w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/CRM-whats-included-300x144.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/CRM-whats-included-768x370.png 768w\" sizes=\"(max-width: 978px) 100vw, 978px\" \/><span style=\"font-weight: 400;\">To access CRM, you need to <\/span><a href=\"https:\/\/app.snov.io\/register\"><span style=\"font-weight: 400;\">sign up<\/span><\/a><span style=\"font-weight: 400;\"> or log into your Snov.io account. Go to the <\/span><a href=\"https:\/\/app.snov.io\/crm\/#\/pipeline\"><span style=\"font-weight: 400;\">Deals tab<\/span><\/a><span style=\"font-weight: 400;\"> to start creating deals. Learn how to <\/span><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-and-manage-deals-in-snov-io-crm\/\"><span style=\"font-weight: 400;\">create your first deal<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">If you have a question that we haven't covered, feel free to reach out to our Customer Care team. You can contact us at <\/span><\/i><b><i>help@snov.io<\/i><\/b><i><span style=\"font-weight: 400;\"> or through live chat. We're here to assist you!<\/span><\/i><\/p>\n<div class=\"notification-block note-gray\">\n<div class=\"notification-block__text\">\n<p><span style=\"font-size: 14pt; color: #808080;\"><strong>Related articles:<\/strong><\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-and-edit-pipelines-in-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\">How to create and edit pipelines in Snov.io CRM<\/a><\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-manage-deal-loss-reasons-in-crm\/\" target=\"_blank\" rel=\"noopener\">How to manage Deal loss reasons in Snov.io CRM<\/a><\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-tasks-for-your-deals-in-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\">How to create tasks for your deals in Snov.io CRM<\/a><\/span><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This article will give you an overview of Snov.io CRM tools that can help you streamline your sales process, improve team collaboration and drive better results. Snov.io CRM helps you \u0441reate and track pipelines and deals with interested leads at every stage of your sales process.\u00a0 CRM is free and available on all plans. To [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[665],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11802"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=11802"}],"version-history":[{"count":10,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11802\/revisions"}],"predecessor-version":[{"id":44773,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11802\/revisions\/44773"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=11802"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=11802"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=11802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}