Tilda CRM

Tilda CRM is a built-in Tilda CRM system for managing leads and contacts. Leads can be received from a website, added manually, or imported using a file.

Unlike the "Leads" section, Tilda CRM offers advanced features. It allows you to:

store data permanently, and not for a limited time;
create stages and move leads between them;
add collaborators to manage leads for free;
track contacts separately and see repeat leads from the same person;
use other advanced leads management features.

What is a list, lead, and contact

A list is a separate list of all leads. For example, it can be used to add leads from a specific website or form.

A lead is data from a form, an order from an online store, or any other interaction with a customer. This data comes from forms or can be added manually.

A contact is unique information about an individual customer (phone number or email address, linked to their name). If this information is in a lead, a new contact is automatically created when the lead is created. The list of contacts can be viewed on the separate "Contacts" page. Read more about how to manage contacts →

Getting started and creating your first list

Go to Tilda CRM via the link in the top menu.

To get started, create the first list. To do this, click the "Create new list" button.

Tilda CRM: the "CREATE NEW LIST" button on the main welcome screen.

Next, you can choose a blank page or a ready-made template.

Tilda CRM: The "Create new list" pop-up window with the "TITLE" input field and the "Create" button.

Enter the page name and click Create.

Tilda CRM: the **Create Page** pop-up window with the **TITLE** field and the **Create** button.

If you select a page template, it will already include relevant stages and fields, as well as a few sample leads.

If you select a blank page, it will include only two system stages — Incoming and Archived — as well as the Email, Name, Phone, and Date fields.

CRM section: the **+ Add lead** button in the upper-left corner of the **My Leads** page.

To change the page name, open its settings and go to the Main tab.

Tilda CRM: the **Page Settings** window, with the **Main** tab and the **NAME** field.

When creating or editing a page, you can add an emoji next to its name. Click the button to the left of the name and choose an emoji.

To remove the emoji, hover over it and click the × icon.

For quick switching between pages, use the dropdown at the top or the sidebar menu.

Button to change the lead creation date and time.

From the sidebar, click All Pages to open the list of all pages available to your account. You can also switch between the Contacts and Tasks sections and individual pages.

The sidebar can be displayed in either expanded or collapsed view.

If the sidebar is collapsed, hovering over a page icon will display a tooltip with the page name.

Hovering over a CRM page icon in the sidebar.

Connecting a Tilda CRM list to the website

You can quickly connect the newly created list to your website by clicking the "Connect this list to a website" button.

The same action is available in the list settings → "Website" tab by clicking the "Connect this list to a website" button.

Once you have added the Tilda CRM receiver, it will appear in Site Settings → Forms and will be available for connection in the Content of form blocks.

Tilda CRM in the list of services connected to the project.

If you have approved connection to all forms in the receiver settings, you need to publish the whole project. This will connect the list to all forms on the website.

Data collection setup: the "Assign to all forms" button below the confirmation message.

If you want to connect the list to specific forms only, you can select the corresponding checkbox in the Content of the form you need.

Block Content: The selected checkbox for a CRM list under "TILDA CRM" in the "FORM DATA RECEIVER" section.

The lead will also collect additional information, such as UTM codes, user location, referring URL, and other useful information.

How to view and manage leads

You can add the leads manually as well as connect the list to an existing Tilda website.

Tilda CRM: the "+ Add a lead" button at the top and the "Connect this list to a website" button in the center of an empty list.

When adding a lead manually, simply fill in all the fields of your list. By default, these are lead Status, Email, Name, and Phone, but you can add others in the list settings as well.

Tilda CRM: the "New Lead" sidebar panel with input fields and the "Add a lead" button on the left.

When viewing a completed lead card, you can change the width of its columns.

Hover over the line between the columns. When it turns red, hold down the left mouse button and drag the line to adjust the column width.

Tilda CRM: Dragging the vertical border between the lead details and the contact comments panel to resize columns.

All leads can be viewed in table or kanban view. The view mode switch is in the right upper corner of the screen.

In Tilda CRM: the kanban view toggle icon in the top right corner.

To open a lead in the same browser tab, simply click on it.

To open a lead in a new tab, right-click to open the context menu and click on the "Open in new tab" option.

Tilda CRM: the "Open in new tab" option in the lead card's context menu.

Actions with leads

In the context menu, you can select the Duplicate, Move to list, Email, or Delete actions. The same actions are available by clicking the three dots in the lead card itself.

Tilda CRM lead card: the three dots menu button at the top left, opening options such as "Email", "Duplicate", "Move to list", and "Delete".

Duplicating a lead

When duplicating, a copy of the lead is created in the "Inbox" stage. All data from the original lead is transferred to the copied lead, with the exception of the "Analytics" and "Comments" sections. The lead ID and creation date will also differ.

Moving a lead to another list

When moving a lead to another list, in addition to selecting the list title, you can also select the stage. After this, you need to match the fields in the old and new lists. You can also create new fields while doing this.

Select the list and stage to which you want to move the lead.

Match the fields. You can skip some fields or create new fields.

To be able to complete transfer between the lists, the user making the transfer should have the owner permissions for these lists.

Copy to clipboard

The Copy to clipboard action is available in the lead card. When it is selected, all lead content is copied to the clipboard.

Lead card in Tilda CRM: "Copy to clipboard" in the action menu next to the "Save" button.

Deleting a lead

You can delete a lead using the context menu or the menu within the lead card. When you delete a lead, it will be moved to the Trash.

Leads from the Trash can be restored within 14 days from the moment of deletion. After this, leads will be permanently deleted and cannot be restored.

When deleting a stage, all leads linked to that stage will also be moved to the Trash.

Tilda CRM: the "Go to Trash" option in the three dots drop-down menu next to the lead list name.

Changing the lead creation date

The lead creation date and time are displayed in the upper-left corner of the lead card. The time is shown in the time zone of the device you are using to view the information.

Hover over the date to see the pencil icon. Click it to change the lead creation date and time. A date picker will open.

In the Tilda CRM lead card: the Change creation date pencil icon next to the lead date and time in the upper-left corner.

To select a month or year, use the arrows or click the current month or year and choose the required value from the list.

To change the lead creation time, click Select time. You can set the hours and minutes using the arrows or select them from the dropdown. Minutes are shown in 5-minute intervals.

Only dates and times in the past can be selected.

Comments within a lead

You can send a comment in the "Comments" section. Enter the text and click the arrow button to submit it. To edit or delete a comment, click the three dots in the right corner.

Enter the text and click the arrow.

Click on the three dots to edit or delete a comment.

Bulk actions with leads

To move leads to another stage, transfer them to another list, or delete them in bulk, select the required leads or all leads in the table, then choose the action you need.

Tilda CRM: Checkboxes next to leads in the table and the bulk actions panel at the bottom with options to change stage, "Delete", or "Move to list".

Configuring fields

To configure the list of fields in leads, go to the list settings.

Tilda CRM: the "Settings" button in the upper-right corner of the lead list.

In the settings, go to the "Fields" tab.

Tilda CRM: The "Fields" tab in the "List Settings" pop-up with a list of fields and the "+ Add a field" button.

The "Fields" tab allows you to add, hide, or delete lead fields. In this tab, you can conveniently manage new columns in the table or change the data that is visible in the card at once (the first three fields are displayed in it).

You can either create a new field to fill in manually or add one of the system fields that is submitted with the lead data to display it in the table and kanban views.

When you add a system field, this field will be automatically populated in the table for previously submitted leads.

By default, when a new lead is added to a page, new fields may be created if there are no matching existing fields. You can enable Do not create a new column when a new field is received in CRM. In this case, the lead will be created using only the fields that have already been added to the page.

Stages settings

Stages settings are in the list settings → "Sales Funnel Stages" tab.

The "Sales Funnel Stages" tab is used to manage lead stages. These are columns in the card view or tabs in the table view.

Stages help you to understand visually what action a lead requires: contact the client for details, approval, or prepayment. You can add a new stage so that it appears in the table and kanban views.

Tilda CRM: the "Sales Funnel Stages" tab in the "List Settings" pop-up window with the "+ Add a Stage" button.

When creating or editing a stage, you can set its name, color, and emoji. To choose an emoji, click the button to the left of the stage name.

You can move a lead between stages in several ways:

Drag the lead to the required stage while holding down the left mouse button.
In the context menu, select Change stage and choose the required stage.
In the detailed lead card, select a new stage in the lead Stage field.
To change the stage for several leads at once, select them in the table and choose the required stage.

Importing and exporting leads

You can import leads into Tilda CRM using a CSV file.

Go to the menu with three dots → Import leads from a CSV file. After uploading the file, you need to match the fields from the file with the fields in your list. For unmatched fields, select the action—skip or create a new field.

Go to the menu with three dots and select the import option.

Upload the CSV file with your data.

Match the fields in the file and the list.

To add a lead directly to a specific stage, specify the stage name in the Stage field of the imported file.

If the list does not contain the stage specified in the file, the leads that are assigned to that stage will be skipped.

Tilda CRM: The "Stage" row in the "Import leads from CSV file" mapping window.

To export data from a table quickly, go to list settings → "Export". In this case, only the fields that are now displayed in the table are exported.

To use the advanced export feature, click the three dots and select the "Advanced export" option. Select the stage and fields to be included in the exported file.

Click on three dots and select "Advanced export".

Select the stage and fields that you need to include in the exported file.

Managing collaborators

To add a manager to Tilda CRM, go to list settings and click on the "Collaborators" option. You can grant the collaborator full access to the list or set restrictions.

To share a list with a manager, they must have a Tilda account and a verified email address. The FREE plan is sufficient for the collaborator.

Tilda CRM "List Settings": the "Collaborators" tab with the email input field, access level dropdown, and the "Add collaborator" button.

The collaborator will receive a notification in their account that they have been granted access to the list. Once they confirm it, they can start working.

CRM dashboard: notification banner to accept or decline shared access to a list with "Accept" and "Decline" buttons.

The name of the page you have been added to as a collaborator will appear under Shared Pages in the sidebar and on the All Pages page.

In the field settings, add the system field of the Assignee type. You can use this field to assign a collaborator to handle a specific lead.

Tilda CRM field settings: selecting the **Assignee** system field from the field type dropdown when creating a field.

To assign a lead to a collaborator, select change assignee in the context menu, then choose the required collaborator from the users having access to this list.

Tilda CRM: The "Change assign" option in the lead's context menu, with an assignee selected from the submenu.

You can also open the lead card, find the Assignee field, and select the required collaborator from the dropdown list.

Tilda CRM: the "ASSIGN" drop-down field at the bottom of the lead card.

A lead with an assignee is marked with a tag showing the collaborator’s initials.

Adding files to lead comments

To add files, go to the list Settings → the "Files" tab and connect Google Drive.

Once you have connected it, open the lead and in the "Comments" section, click "Attach" and upload the files you need. A "Tilda CRM" folder containing these files will be created automatically in your Google Drive. For the collaborators to be able to view the files, share this folder with them.

Contacts in Tilda CRM

After submitting data, contacts are automatically created in Tilda CRM. You can access the "Contacts" section from the CRM main page, where you can see all lists, or from the list itself.

In the Contacts section, you can use search to find a contact card by date, keyword, or the page containing the contact’s leads. Select the search parameter you need and click Find to view the results.

You can create a new contact in the lead if it hasn't been created before or has been deleted, or you can open the contact card. You can create a contact manually, just like a lead.

At the top of the lead, click the "Create Contact" button.

To view the contact card, click on "Open Card".

The following fields are available for viewing and editing in the contact card: "Name," "Email," "Phone," "Company," "Address," and "Comment." The contact's creation/modification date and all associated leads are displayed as well. The contact card provides options for deleting a contact and sending an email.

Tilda CRM: the "Contact Card" pop-up window with contact fields, lead history, and the "Save", "Delete", and "Email" buttons.

When manually adding a lead and filling in contact information, the data is automatically added from the existing contact: a list of corresponding contacts is loaded. The new lead will be linked to the selected contact.

Tilda CRM: the contact suggestion dropdown under the "NAME" field in the "New Lead" panel on the left.

To copy contact details from a lead card, hover over the phone number or email address and click the copy icon. The data will be copied to the clipboard.

Tilda CRM: the contact email and copy icon under the "Contact" section in the lead card.

Importing and exporting contacts

To export a contact list, click the "Export CSV" button.

CRM Contacts section: the "Export CSV" option in the top right corner.

To import contacts, click on "Import", upload the prepared file, and confirm the action.

Table with columns' titles in the CSV file

The title of the column in the CSV file	Field title in the contact card
Name	Name
Email	Email
Phone	Phone
Company	Company
Address	Address
Comments	Comment
Created	Contact creation date

When importing contacts, you don't need to fill in the "Created" field, as the contact's creation date will match the import date.

How to view statistics in Tilda CRM

Tilda CRM includes statistics on leads: the number of leads per period, a schedule of leads received, information by device and referral sources, and an overview of the sales funnel.

To view statistics, in the list page, click the menu with three dots near the "Add a lead" button and select "Statistics."

In Tilda CRM, the three dots button opening a dropdown menu with options like "Contacts", "Statistics", and "Advanced export".

Select the time period for which statistics are displayed: 7 days, 30 days, a year, all time, or another period.

Tilda CRM analytics dashboard: lead and sales performance metrics with a line graph of new leads over time.

Data will be displayed for the selected period and compared with the previous period of the same duration (the percentage change will be shown).

In Tilda CRM statistics: the "How many leads were generated?" section with summary metric cards and the "New leads" timeline chart.

Below is information on the devices from which leads were submitted, if the Tilda CRM receiver is connected to the website.

If leads were added manually, they will be marked as manually added in the source statistics.

Tilda CRM statistics page: sections "What types of devices are used?" and "Where do leads come from?" showing lead analytics.

The sales funnel will display the whole lead actions history for a given time period based on the stages added in the list. This information is useful for understanding how leads are being processed.

Tilda CRM analytics: the "Sales funnel" section with lead conversion statistics across stages such as "Inbox" and "In progress".

Sending emails via Tilda CRM

The "Emails" tab is used to configure services for sending individual emails to your contacts (clients) from leads. You can use your domain email by selecting the "Mail SMTP server" option or use the third-party Sendgrid service to send emails.

To send an email, do one of the following actions:

Select "Send mail" in the context menu that appears when you click on a lead.
Select the same action from the menu that appears in an open lead by clicking the three dots.
Click "Email" at the bottom of the lead.

To receive emails about new leads, connect the "Email" data collection service to your forms.

Tilda CRM integration with Online Store features

When an order placed through the Shopping Cart on the website is added to a CRM list, a lead card is created with special Order and Payment sections.

These sections include the order number, product list, delivery method and address, payment method and status, order total, and other necessary order details.

Tilda CRM: the order details block with purchased items and the "Payment information" section in the lead card.

If customer accounts for the online store are enabled on the website and the order is placed by a signed-in user, the order will be linked to the customer’s profile. In CRM, the lead card will display a link to the profile card.

Lead card in Tilda CRM: the link to the buyer's contact under "Contact".

Important: This type of lead can only be created when an order is received from the Shopping Cart. If a lead is added to CRM manually, it cannot be linked to catalog products or connected to a customer account.

If the order includes a catalog product, clicking its name opens the product card in the Catalog.

In Tilda CRM: a product item with its image and title in the "Order" section of a lead card.

When working with a lead in CRM, you can change the Order status. This status is displayed in the Orders section of the online store account and in the customer’s account.

The payment status can be changed for orders with the Cash or Bank transfer payment methods.

To cancel an order, click cancel. The changes will appear in the Orders section immediately.

You can also leave a comment on the order that will be visible in the customer’s account.

Click Write in the order comment field and enter your text. The field has a 1000-character limit.

You can edit the comment after it has been added.

For leads with orders, you can print the Order Receipt. There are two ways to do this:

In the general list, right-click the lead to open the context menu and select Order Receipt.
In the lead card, click the three-dot menu and select Order Receipt.
The receipt will then be sent to print, and you can print it or save it as a PDF.

Using the Edit button, you can modify an order by adding or removing products or changing their quantities. A notification about the changes will appear in the online store’s Orders section.

Each stage shows the total value of all orders. You can see it in the lower-right corner in Table view or in the stage header in Kanban view.