Blueprints

Install a packaged setup — collections, stages, pipelines, automations — in one go.

• ArticleWhat a blueprint isA blueprint is a packaged setup you install in one go — collections with their fields, stages, pipelines, automations and email templates, already wired together. Instead of assembling a working area of the CRM by hand, you install it, answer a couple of questions, and adapt from there. Installing is atomic and reversible, and conflicts with what you already have are checked first.
• ArticleInstall a blueprintInstalling a blueprint has three stages: read what it will create and what it needs, run a conflict check against your business, then install. Prepare anything it points at — a mailbox, an audience collection — before you start, and resolve any conflicts piece by piece rather than letting it collide with what you already have.
• ArticleAdapt a blueprint to your businessEverything a blueprint installs is ordinary configuration afterwards — rename stages, add or remove fields, adjust its automations, delete what you do not use. Adapt it to your language and process rather than bending your process to its defaults, and change one thing at a time so you can tell what broke if something does.
• ArticleWhat to do after installing a blueprintAfter installing a blueprint, review what it created, then make it yours: check the collections and their fields, shape the pipeline stages to your process, check each automation before it runs on real entries, and connect anything the automations depend on, such as a mailbox. If the install was a mistake, the whole installation can be removed in one step.
• ArticleAvailable blueprintsTwo blueprints are available: CRM, which every new business already has, and Email Marketing, which adds campaigns with an initial email and two follow-ups sent from your own mailbox. This page lists what each creates and what it needs before you install it.