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Getting Started

Getting Started

2

What is PloverCRM?
Quick Start Guide

Core Concepts

7

Contact Ownership
Understanding Contacts
Notes and Activities
Lists and Tags
Custom Fields Overview
Contact Stages
Contact Fields Explained

Contact Management

7

Searching Contacts
Importing Contacts (CSV)
Filtering by Owner
Exporting Contacts (CSV)
Editing Contact Details
Deleting Contacts
Creating Contacts Manually

Custom Fields

8

Technical Content Cleanup Summary
Reordering Custom Fields
Editing Custom Fields
Deleting Custom Fields
Custom Field Validation
Custom Field Types
Custom Field Permissions
Creating Custom Fields

Notes & Activities

5

Note Types Explained
Editing Notes
Deleting Notes
Notes & Activities API Content Cleanup Summary
Adding Notes to Contacts

Mobile App

11

Troubleshooting
Settings & Customization
Notifications & Reminders
Workspaces
Managing Contacts
Dashboard
Getting Started with PloverCRM Mobile
Mobile Reminders
Mobile Push Notifications
Installing PloverCRM Mobile App (iOS)
Installing PloverCRM Mobile App on Android

API & Webhooks

1

Webhooks: Sending UTM and Ad Tracking Data

Troubleshooting

1

App Not Updating

FAQs

11

Webhook Integration FAQs
Getting Support FAQs
Security FAQs
Pricing & Licensing FAQs
Mobile App FAQs
Meta (Facebook) Integration FAQs
Integration FAQs
Google Ads Integration FAQs
Getting Started FAQs
FluentCRM vs PloverCRM FAQ
Contacts FAQs

Reminders

1

Reminder Notifications

Lists and Tags Management

7

Stage Deletion Protection
Stage Colors Customization
Stage Cascade Rename
Creating and Managing Tags
Creating and Managing Lists
Assigning Tags to Contacts
Assigning Contacts to Lists

App Overview

2

Supported Devices
Mobile App Overview

installation

2

Update Mobile App
Install Android App

authentication

1

Login Mobile App

dashboard

4

Quick Actions
Dashboard Stats
Dashboard Overview
Notification Setting

Leads Management

4

Add New Lead
Table Zoom
Filter With List
Customize Column

Lead Details

3

Reminders
Activity Timeline
Edit Contact Detail and View Contact Profile

Home
Docs
Getting Started

What is PloverCRM?

April 27, 2026

Quick Start Guide

May 4, 2026

Plover CRM helps businesses manage leads, automate workflows, and strengthen customer relationships.

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