CRM - How to configure

SprintHub's CRM lets you organize opportunities, track negotiations and have a clear view of the entire commercial process, from first contact to closing.

In this article, you will learn how to access the CRM, create a funnel and configure all the steps necessary to use it day to day.

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How to access the CRM in SprintHub

You can access the CRM area in two ways:

• Via the menu: Menu >> General >> CRM

• Or by typing CRM in the field Find services

When accessing, you will have a view of the funnels and registered opportunities.

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What a CRM funnel is in SprintHub

The CRM funnel visually represents the stages of your commercial process, allowing you to track which phase each opportunity is in.

Examples of common stages:

• New lead

• Contact made

• Proposal sent

• In negotiation

• Won

• Lost

Each company can adapt the funnel to its reality.

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How to create a CRM funnel

1. Access Menu >> General >> CRM

2. Go to the CRM Funnels

3. Click Create funnel

4. Provide:

   • Funnel name (e.g.: Commercial Funnel, WhatsApp Sales, After-sales)

   • Description (optional)

5. Save the information

After creation, the funnel will be available for use with opportunities.

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How to create and configure funnel stages

Stages define the negotiation flow within the funnel and can be fully customized.

1. Inside the created funnel, click Add stage

2. Configure the following fields:

   • Stage name: identification of the phase (e.g.: Proposal sent)

   • Stage color: used to facilitate visualization in the funnel

   • Maximum time in stage (optional): defines how long the opportunity can remain in this phase

   • Expected closing time (optional): expected closing forecast from this stage

   • Card ordering: defines how opportunities will be organized within the stage

   • Automatic movement: choose whether the opportunity will be moved automatically to this stage from messages or contact interactions

3. Save the stage

4. Repeat the process until the entire funnel flow is built

💡 Tip: always correctly configure the won and lost stages to keep CRM reports and indicators accurate.

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How to create an opportunity in the CRM

1. Access the CRM

2. Click New opportunity

3. Select:

   • The CRM funnel

   • The initial stage

4. Link a contact or create a new one

5. Fill in the opportunity fields

6. Save

From then on, you can move the opportunity between stages as the negotiation evolves.

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Moving opportunities in the funnel

Opportunities can be moved:

• Manually, by dragging between stages

• Automatically, via automations, according to contact actions

This ensures more agility and standardization in the commercial process.

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CRM screens and features

SprintHub's CRM is divided into screens and settings that facilitate commercial management and opportunity tracking.

Main CRM screens

• Dashboard: overview with indicators, opportunity volume, funnel status and team performance.

• Pipeline: view of opportunities by stages, allowing manual or automatic movement of cards.

• Automations: automatic rules for creation, movement and updating of opportunities according to contact actions.

• Campaign planner: allows you to relate commercial campaigns to the CRM, organizing actions by funnel stage.

• Approvals: control of opportunities that require approval before advancing in the funnel or being completed.

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CRM settings

In the settings area, it is possible to fully customize the CRM's operation according to the company's process.

Funnel list

Displays all funnels registered in the system, allowing creation, editing or removal of funnels as needed.

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Reasons (won or lost)

Allows configuring the reasons used when an opportunity is marked as won or lost.

This information is used in reports and performance analyses.

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Locks

Defines blocking rules in the CRM, preventing improper movements or disallowed changes in certain stages or situations.

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Custom fields

Allows creating additional fields for opportunities, such as:

• Type of product or service

• Negotiated amount

• Expected closing date

• Opportunity source

These fields help enrich information and generate more complete reports.

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Filters in the CRM

The CRM has filters that make searching and organizing opportunities easier, making tracking faster and more efficient.

Available filters

• Status: allows filtering open, won or lost opportunities.

• Responsible party: shows only opportunities assigned to a specific user.

• Creation date: filters opportunities based on the date they were created.

• Expected closing date: ideal for tracking expected closings within a specific period.

• Advanced filters: allow more detailed combinations, including custom criteria and multiple conditions.

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Search in the CRM

In addition to filters, the CRM also has quick search to locate specific opportunities.

Search options

• By contact data: name, phone, email or other information linked to the contact.

• Opportunity title: direct search by the opportunity's name or identifier.

These options speed up navigation and facilitate daily funnel management.

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Best practices for using SprintHub's CRM

• Keep funnels simple and objective

• Update opportunities regularly

• Use standardized win and loss reasons

• Set up locks to prevent operational errors

• Use automations to gain scale and standardization