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.

Specify a title for the list and click on the "Create" button.

The list is created. Now you can fill it with leads.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

Configuring fields

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

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

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.

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.

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 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.

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.

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.

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.

Importing and exporting contacts

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

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."

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

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

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.

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.

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.