Welcome to Zapnio CRM

Your comprehensive guide to mastering lead management, communication automation, and business growth with Zapnio CRM platform.

Quick Start Guide

Get up and running with Zapnio CRM in 30 minutes. Step-by-step setup and configuration guide.

Lead Management

Learn how to capture, track, and convert leads effectively using our advanced lead management system.

Email Campaigns

Master bulk email campaigns, templates, and SMTP configuration for professional communication.

WhatsApp Automation

Set up WhatsApp Business integration and create automated messaging workflows for better engagement.

Recent Updates & Articles

Latest documentation updates and feature guides

Popular FAQs

Most frequently asked questions

How do I add a new lead to Zapnio CRM?
To add a new lead, go to the Leads section and click "Add New Lead". Fill in the contact information, source, and any notes. The lead will be automatically assigned to your pipeline.
How do I set up WhatsApp integration?
Navigate to Settings > Integrations > WhatsApp. You'll need a WhatsApp Business account and API credentials. Follow the step-by-step setup wizard to connect your account.
What email providers are supported for campaigns?
Zapnio CRM supports SMTP configuration for any email provider including Gmail, Outlook, SendGrid, Mailgun, and custom SMTP servers. Configure in Settings > Email.
Can I import leads from a CSV file?
Yes! Go to Leads > Import and upload your CSV file. Make sure your CSV has columns for name, email, phone, and company. The system will map the fields automatically.

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