Fifi CRM how-to guides

Step-by-step guides for everyone who uses Fifi. They're also on the website at /help (no sign-in needed), with search; in Fifi, open Documentation in the sidebar, Help in your account menu, or type "help" in ⌘K. Each guide says what a feature is for, who can use it, the steps, what you'll see, and what to do when something goes wrong.

Your workspace may call contacts "Clients", "Customers" or "Supporters", and deals "Projects", "Jobs" or "Opportunities", depending on its business type. These guides use "contacts" and "deals".

Set up the basics

• Set up your team: who should be an owner, admin or member, inviting people, and what each person sets for themselves.
• Set up your logo, colors and business details: logo, colors, the business address, and a brand voice.
• Connect your email: connect Gmail, what Fifi keeps, tracking, and your first email.
• Bring in your existing customers: prepare a CSV, import it with a preview, and check the result, with templates.
• Send your first campaign: pick an audience, write or draft one email, test it, send it, and read the results.
• Know your numbers: the dashboard, three pinned reports, a report of your own, Ask Fifi and your plan's usage.
• Connect other tools: when you need the API, creating a key, a first request, a webhook, and rotating secrets.
• Your data, privacy and how long Fifi keeps records: export everything, Trash, what Fifi must keep and for how long, who can see your records, and deleting an account or workspace.

For everyone

Getting started

• Signing in: Google, Apple or an email code.
• Workspaces and teammates: create or join a workspace, try a sample workspace, business types, invitations, roles, switching, the demo workspace.
• Your account, profile and sessions: name, time zone, sessions, deleting your account.
• Using the Help center: search, the time and plan strip, tips, checklists and pictures.

Records

• Contacts, companies and tags
• Deals and the pipeline
• Activities and the timeline
• Photos on timelines: before and after pictures from a phone or a computer, what a photo can be, who can remove it, storage, and downloading them all.
• Tasks, reminders and follow-ups
• Search, list views and shortcuts
• Import, export and Trash
• Custom fields and reminders: your own fields on contacts, companies and deals; date reminders.

Email

• Connecting your email: Gmail, Microsoft 365 (coming soon), what syncs and the privacy filter.
• Sending email and tracking: compose and reply, opens, conversation states, the Inbox.
• Campaigns: audiences, the designer, sending pace, unsubscribes.

Marketing

• Media and social posts (coming soon): the media library, consent, AI captions, branded graphics, copying and downloading posts.

Day to day

• Calendar: including the Floor view of your seats.
• Dashboard and daily digest
• Reports
• Ask Fifi

Modules

• Online booking: booking types, hours, seats.
• Boarding and pets: kennels, stays, the kennel board, floor plans, pets and vaccinations.
• Service records: what was applied on each visit (pest control and other applicators), the printed and emailed report, keeping records 3 years.
• Loads: shipments with their stops, money and carrier, the board from open to delivered, check calls and today's stops (freight brokers and carriers).
• Invoices: billing customers for visits, stays, records, deals and loads; sending, printing, the customer link, keeping invoices 7 years; recording payments, refunds, receivables by days late and reminders; exporting invoices and payments for QuickBooks Online (CSV) or Desktop (IIF).
• Online payments (Stripe) (coming soon): connect your own Stripe account so customers can pay invoices by card from the invoice link; what they see, refunds, disputes and disconnecting.
• Connect QuickBooks Online (coming soon): send issued invoices and recorded payments to your own QuickBooks Online company, and bring in the payments recorded there; settings, status, what needs a look, reconnecting and disconnecting.
• Forms
• Automations
• Texting (coming soon)
• Register your business for texting: the US carrier registration Fifi does for you: what to have ready, the fees passed on at cost, how long it takes, and what to do when we need something.

Help

• Getting support: chat with Fifi's AI assistant or ask us, see your tickets and replies, add screenshots, reopen a ticket, who can see it, response times by plan, and what we keep.
• Troubleshooting and FAQ
• Known issues: things that confuse people right now, and what to do about each.
• Security overview

For owners and admins

• Roles and permissions: the full table of who can do what.
• Workspace settings: name, logo, open tracking, business address, export everything, deleting a workspace.
• Modules, business types and plans
• Activity log
• Import, export and Trash (import and restore are admin tasks)

For developers and integrators

• API keys and the REST API: keys, scopes, curl examples, paging, errors, rate limits.
• Webhooks: events, payloads, verifying signatures (Node example), retries.
• The live reference is the /developers page in Fifi, and the OpenAPI document at /api/v1/openapi.json.

Features that need setup by CorporateMutt

Some features only work once CorporateMutt adds a service's credentials. Until then they're hidden, greyed out, or marked Coming soon.

Back to the documentation home.