Introduction to Reactima CRM
Reactima is a modern CRM that keeps your leads organized. It brings contacts, companies, deals, pipelines, activity history and AI-powered tagging together in a single platform your whole team shares.
Who Reactima Is For
Reactima works best for teams that manage many leads and relationships at once and need one clear record of each of them. Typical users include sales teams, founders, agencies and business-development teams.
Core Concepts
Contacts are people: leads, customers, partners or anyone your team works with. Companies are organizations linked to contacts. Lists group contacts into segments you want to keep together. Pipelines are workflows with stages that move deals from new lead to won or lost. Activities are logged interactions: emails, calls, meetings and notes. Notes and files keep the context of every record in one place.
Getting Started Checklist
- Sign in and explore the dashboard
- Import your existing contacts via CSV or manual entry
- Set up your first pipeline with stages matching your sales process
- Invite team members to your workspace
- Connect your email and calendar so conversations and meetings with contacts are logged automatically
Read the Quick Start Guide to set up your workspace in under 10 minutes.