Product Support | Pepper Cloud Blog

Filters in CRM: A user guide

Uncover the potential of CRM filters as we delve into their capabilities in this blog. Explore how these handy tools can seamlessly sift through records, transforming your CRM experience.

Product Support

Configure SMTP in CRM for secure communication

SMTP configuration in CRM provides a secure and reliable way for businesses to send and receive emails. In this blog, we will explore what SMTP configuration is, its benefits, and how to integrate SMTP email with Pepper Cloud CRM.

Product Support

A comprehensive guide to tags in CRM

In a CRM system, tags categorise customer data, allowing businesses to segment audiences, run targeted campaigns, and deliver personalised messages for increased engagement and improved sales. Read the entire blog to learn how to efficiently use these tags in Pepper Cloud CRM.

Product Support

A guide to creating and managing Custom Fields in CRM

Learn how to create and manage custom fields in Pepper Cloud CRM to capture specific information important to your business. Discover the types of custom fields, how to add data to new and existing records, and how to customise views.

Product Support

A detailed guide on sales pipeline: Creation and management

Creating and managing a sales pipeline is essential for businesses to closely track potential customers as they move through the sales stages. Read on to explore how to create and manage a sales pipeline in Pepper Cloud CRM for closing more successful sales deals.

Product Support

Website Chat Widget: A comprehensive guide to setup and features

Learn types of website chat widgets, how chat widgets can help growing businesses, and how to setup chat widget in your CRM.

Product Support

Optimising CRM communications with AssistAI: A user guide

Pepper Cloud CRM's AssistAI is revolutionising business communication by generating optimal responses to user prompts. Read the blog to learn how to use the feature in the best way possible.

Product Support

WhatsApp CRM integrations: Business API vs Cloud API vs WhatsApp Web

Check out this blog to explore WhatsApp CRM integration options: WhatsApp Twilio, WhatsApp Cloud API, and WhatsApp Web. Learn about the pros and cons of each and choose the best option for your business needs.

Product Support

Mastering message templates in your CRM: A step-by-step guide

Message templates can be a game-changer for growing businesses. Here is how you can create message templates in your CRM and start using them right away.

Sales and Marketing

WhatsApp Message Templates Guidelines: Do's and Don'ts

Discover the essential do's and don'ts for crafting effective WhatsApp message templates in the blog. Learn how to stay professional and make the most out of your messaging efforts.

CRM

Business advantages of integrating WhatsApp Web in CRM

Discover the benefits of integrating WhatsApp Web with a CRM system and streamline your customer interactions. Learn more about the WhatsApp CRM and its integration in this blog!

Product Support

Be a trusted business on WhatsApp: Verify your account now!

Learn all about WhatsApp business account verification in this comprehensive guide. Discover what it is, why it's important, and how to get your business account verified on WhatsApp.

CRM

Streamline your sales with CRM Workflow automation

Automatically execute the repetitive manual tasks and boost your sales productivity with CRM workflow automation.

Sales and Marketing

WhatsApp Business Multiple User: A simplified approach

One of the most valuable features of WhatsApp Business is its ability to support multiple users. Learn all about how to utilise the multiple-user support feature and what you need to know before getting started.

Product Support

Telegram CRM integration: Step-by-step guide

Integrate your Telegram business account with Pepper Cloud CRM with this detailed guide.

Product Support

How to integrate Instagram with Pepper Cloud CRM?

After creating your Instagram business account, you need to integrate it with a messaging inbox such as CRM. Learn how to integrate your Instagram business account with CRM in this blog.

Product Support

A guide to create an Instagram Business Account

Instagram business account offers features that can boost your business in multiple ways. Here are the steps to create an Instagram account for your business.

Product Support

WhatsApp API Pricing: Everything you need to know

Understand the pricing model and the pricing components of WhatsApp Business API and WhatsApp Cloud API in this blog.

Product Support

WhatsApp Cloud integration: Connect WhatsApp API with CRM

Step-by-step guide to connect WhatsApp Cloud API with Pepper Cloud CRM

Product Support

WhatsApp Cloud integration: Get WhatsApp account on Facebook

Businesses can now easily get a WhatsApp Business account through Cloud API. Here is a simple and easy step-by-step guide to help you out in the process.

Product Support

WhatsApp Cloud integration: Generate Permanent token

Tokens help you connect your WhatsApp Cloud API with your CRM. Here is a step-by-step guide to generate a permanent token.

Product Support

How to integrate Mailchimp with Pepper Cloud CRM?

Integrate the Mailchimp with Pepper Cloud CRM, sync the contacts and leads, and monitor your email campaigns right from your CRM.

Product Support

How to integrate MailerLite with Pepper Cloud CRM?

Integrate the MailerLite email marketing tool with Pepper Cloud CRM, sync the contacts and leads and monitor your email campaigns right from your CRM

Product Support

Track your marketing campaigns with UTM CRM integration

UTM URLs help you track the sources of your leads and other campaign details. Read the blog to know how to generate a UTM URL within the CRM and use it in your marketing campaigns.

Product Support

How to import data into Pepper Cloud CRM?

Know the points to consider before you import data and data formatting tips. Learn the step-by-step process to import data into the CRM.