{"id":11810,"date":"2021-10-29T19:55:02","date_gmt":"2021-10-29T16:55:02","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=11810"},"modified":"2026-03-17T11:45:26","modified_gmt":"2026-03-17T08:45:26","slug":"faq-snov-io-crm","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/faq-snov-io-crm\/","title":{"rendered":"FAQ &#8211; Snov.io CRM"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Snov.io has an in-built CRM available to all registered users. Here are some frequently asked questions about it.<\/span><\/p>\n<p><b>Q: What is a CRM?<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\"><strong>A:<\/strong> CRM stands for customer relationship management. It\u2019s software that helps you track your deals and interactions with potential and existing customers. Using a CRM helps optimize sales, improve conversion rate, decrease the time it takes your team to close the deal and increase revenue. <\/span><a href=\"https:\/\/snov.io\/glossary\/customer-relationship-management-crm\/\"><span style=\"font-weight: 400;\">Find out more<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><b>Q: What are Snov.io CRM features?<br \/>\n<\/b><span style=\"font-weight: 400;\"><strong>A:<\/strong> Snov.io CRM functionality is available with every Snov.io plan from Trial to Pro. With Snov.io CRM, you are able to:<\/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\/\"><span style=\"font-weight: 400;\">Create multiple pipelines with customizable stages<\/span><\/a><\/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\/\"><span style=\"font-weight: 400;\">Create deals with your prospects<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-tasks-for-your-deals-in-snov-io-crm\/\">Schedule tasks and activities for your deals<\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add deal notes<\/span><\/li>\n<li aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-sync-your-snov-io-account-with-google-calendar\/\">Synchronize with Google Calendar<\/a><\/li>\n<li aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-use-snov-io-crm-in-a-team\/\">Share pipelines with your team<\/a><\/li>\n<li aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-manage-deal-loss-reasons-in-crm\/\">Manage deal loss reasons<\/a><\/li>\n<li aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-review-deals-statistics-in-snov-io-crm\/\">Review deals statistics<\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Track events on the deal timeline<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Filter deals using tags<\/span><\/li>\n<\/ul>\n<p><b>Q: How much does Snov.io CRM cost?<br \/>\n<\/b><span style=\"font-weight: 400;\"><strong>A:<\/strong> Snov.io CRM is completely free for all users. It\u2019s already included in your plan. You can find the CRM functionality and start creating deals in the <\/span><a href=\"https:\/\/app.snov.io\/crm\/\"><span style=\"font-weight: 400;\">Deals tab<\/span><\/a><span style=\"font-weight: 400;\"> in your account.<\/span><\/p>\n<p><b>Q: Can I add my Team to my CRM?<br \/>\n<\/b><span style=\"font-weight: 400;\"><strong>A:<\/strong> Yes, Snov.io\u2019s Teamwork feature is available for users on Pro 5K plan and higher and works with the new CRM functionality. Find out <\/span><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-use-snov-io-crm-in-a-team\/\"><span style=\"font-weight: 400;\">how to use Snov.io CRM with your Team<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><b>Q: Can I add prospects from my prospect list to the pipeline?<br \/>\n<\/b><span style=\"font-weight: 400;\"><strong>A:<\/strong> Yes. Find out <\/span><span style=\"font-weight: 400;\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-and-manage-deals-in-snov-io-crm\/#prospect-list\">how to create a deal from a prospects list<\/a>.<\/span><\/p>\n<p><b>Q: How many pipelines and deals can I create?<br \/>\n<\/b><span style=\"font-weight: 400;\"><strong>A:<\/strong> You can create up to <\/span><b>20 pipelines<\/b><span style=\"font-weight: 400;\">. Each pipeline can be customized and can contain up to <\/span><b>100 stages<\/b><span style=\"font-weight: 400;\">. Your account can contain up to <\/span><b>10,000 active deals <\/b><span style=\"font-weight: 400;\">at a time. Each prospect can be added to one deal. A deal can also contain <\/span><b>10 field groups <\/b><span style=\"font-weight: 400;\">and up to <\/span><b>200 custom fields<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><b>Q: What other tools can I use with Snov.io CRM?<br \/>\n<\/b><span style=\"font-weight: 400;\"><strong>A:<\/strong> Besides the free CRM, Snov.io also offers multiple <\/span><a href=\"https:\/\/snov.io\/email-finder\"><span style=\"font-weight: 400;\">email lookup tools<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/snov.io\/email-verifier\"><span style=\"font-weight: 400;\">7-tier email verification<\/span><\/a><span style=\"font-weight: 400;\">, personalized triggered <\/span><a href=\"https:\/\/snov.io\/email-drip-campaigns\"><span style=\"font-weight: 400;\">email drip campaigns<\/span><\/a><span style=\"font-weight: 400;\"> to help nurture and convert your leads, and free Unlimited Email Tracker that helps track email opens and clicks in Gmail.<\/span><\/p>\n<p><b>Q<\/b><span style=\"font-weight: 400;\"><strong>: Can I add another contact to a deal?<\/strong><br \/>\n<\/span><b>A:<\/b><span style=\"font-weight: 400;\"> Yes, you can add additional participants on your deal\u2019s page. If necessary, you can set a participant as a main prospect for this deal.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow alignnone wp-image-14813 \" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/My-deal-Google-Chrome_220527113817-e1653650716842.png\" alt=\"\" width=\"792\" height=\"493\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/My-deal-Google-Chrome_220527113817-e1653650716842.png 900w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/My-deal-Google-Chrome_220527113817-e1653650716842-300x187.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/My-deal-Google-Chrome_220527113817-e1653650716842-768x478.png 768w\" sizes=\"(max-width: 792px) 100vw, 792px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow aligncenter wp-image-14814 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/My-deal-Google-Chrome_220527114205.png\" alt=\"\" width=\"544\" height=\"328\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/My-deal-Google-Chrome_220527114205.png 544w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/My-deal-Google-Chrome_220527114205-300x181.png 300w\" sizes=\"(max-width: 544px) 100vw, 544px\" \/><\/p>\n<p><b>Q:<\/b><span style=\"font-weight: 400;\"><strong> Can I import prospect lists to the CRM directly?<\/strong><br \/>\n<\/span><b>A:<\/b><span style=\"font-weight: 400;\"> No, but you can <\/span><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-import-a-prospect-list-into-your-snovio-account\/\"><span style=\"font-weight: 400;\">import a list of contacts<\/span><\/a><span style=\"font-weight: 400;\"> to your prospect list and then transfer a whole list from the <\/span><b>Prospects<\/b><span style=\"font-weight: 400;\"> page to the CRM in a few clicks.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow alignnone wp-image-14815\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/GIF.gif\" alt=\"\" width=\"775\" height=\"528\" \/><\/p>\n<p><b>Q:<\/b><span style=\"font-weight: 400;\"><strong> Can I change the currency for a specific deal?<\/strong><br \/>\n<\/span><b>A:<\/b><span style=\"font-weight: 400;\"> Yes, you can specify the suitable currency in the <\/span><b>Value<\/b><span style=\"font-weight: 400;\"> field on the deal\u2019s page.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"shadow alignnone wp-image-14816\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Derek-Cowburn-deal-Google-Chrome_220527133439.png\" alt=\"\" width=\"555\" height=\"807\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Derek-Cowburn-deal-Google-Chrome_220527133439.png 621w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Derek-Cowburn-deal-Google-Chrome_220527133439-206x300.png 206w\" sizes=\"(max-width: 555px) 100vw, 555px\" \/><\/span><\/p>\n<p><strong>Note: <\/strong><a href=\"https:\/\/app.snov.io\/account#\/profile\"><span style=\"font-weight: 400;\">from your account settings<\/span><\/a><span style=\"font-weight: 400;\">, you can set up a CRM global currency which is reflected in the total budget of the pipeline, pipeline stages and overall deals statistics.<\/span><\/p>\n<p><b>Q:<\/b><span style=\"font-weight: 400;\"><strong> Is it possible to send an email to a deal?<\/strong><br \/>\n<\/span><b>A: <\/b><span style=\"font-weight: 400;\">No, but you can send a message to a prospect associated with a deal from a prospect profile page. <\/span><span style=\"font-weight: 400;\">This event will be indicated on the deal\u2019s timeline and on the <\/span><b>Emails <\/b><span style=\"font-weight: 400;\">tab of the deal\u2019s page.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow alignnone wp-image-14817\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Derek-Cowburn-deal-Google-Chrome_220527135006.png\" alt=\"\" width=\"748\" height=\"363\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Derek-Cowburn-deal-Google-Chrome_220527135006.png 1818w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Derek-Cowburn-deal-Google-Chrome_220527135006-300x146.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Derek-Cowburn-deal-Google-Chrome_220527135006-1024x497.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Derek-Cowburn-deal-Google-Chrome_220527135006-768x373.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Derek-Cowburn-deal-Google-Chrome_220527135006-1536x745.png 1536w\" sizes=\"(max-width: 748px) 100vw, 748px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"shadow alignnone wp-image-14818\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Prospects-Google-Chrome_220527134948.png\" alt=\"\" width=\"739\" height=\"434\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Prospects-Google-Chrome_220527134948.png 1168w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Prospects-Google-Chrome_220527134948-300x176.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Prospects-Google-Chrome_220527134948-1024x601.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Prospects-Google-Chrome_220527134948-768x451.png 768w\" sizes=\"(max-width: 739px) 100vw, 739px\" \/><\/p>\n<p><b>Q:<\/b><span style=\"font-weight: 400;\"><strong> How to edit the stage name in the pipeline?<\/strong><br \/>\n<\/span><b>A:<\/b><span style=\"font-weight: 400;\"> You can change the stage name, as well as add new stages and change their order on the <\/span><b>Pipeline<\/b><span style=\"font-weight: 400;\"> settings page.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow alignnone wp-image-14819\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/GIF-2.gif\" alt=\"\" width=\"807\" height=\"401\" \/><\/p>\n<p><strong>Q:<\/strong><span style=\"font-weight: 400;\"><strong> Is there a reminder feature to remind about scheduled tasks\/activities?<\/strong><br \/>\n<\/span><b>A:<\/b><span style=\"font-weight: 400;\"> Not at the moment, but we\u2019re planning to add notifications feature to the CRM at some point.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Didn\u2019t find an answer you were looking for? Contact our Customer Care team via live chat or at <\/span><a href=\"mailto:help@snov.io\"><span style=\"font-weight: 400;\">help@snov.io<\/span><\/a><span style=\"font-weight: 400;\">. We\u2019re always here to help \ud83d\ude0a\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Snov.io has an in-built CRM available to all registered users. Here are some frequently asked questions about it. Q: What is a CRM? A: CRM stands for customer relationship management. It\u2019s software that helps you track your deals and interactions with potential and existing customers. Using a CRM helps optimize sales, improve conversion rate, decrease [&hellip;]<\/p>\n","protected":false},"author":16,"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\/11810"}],"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\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=11810"}],"version-history":[{"count":2,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11810\/revisions"}],"predecessor-version":[{"id":45348,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11810\/revisions\/45348"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=11810"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=11810"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=11810"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}