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SendWhale includes a lightweight CRM for tracking the companies and deals associated with your contacts — giving you basic pipeline visibility alongside your email marketing activity, all within the same workspace.
The SendWhale CRM is designed for basic pipeline tracking. For advanced CRM features such as complex automation rules, custom objects, or deep integrations, consider connecting a third-party CRM integration.

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Companies

Create a company record to represent an organization your contacts belong to. On a company record you can:
  • Add the company name, website, and other identifying details
  • Link individual contacts to the company so you can see all associated people in one place

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Deals

A deal represents an opportunity or transaction you are tracking. Each deal record includes:
  • Name — a descriptive label for the deal
  • Value — the monetary amount of the deal and its currency
  • Associated company or contact — link the deal to the relevant company or the individual contact driving it

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Pipeline stages

Deals move through a pipeline of stages that reflect your sales or partnership process. Common stage names include Prospect, Qualified, Proposal, and Closed, but you can configure stages to match your own workflow. Drag or update a deal’s stage as it progresses.

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Permissions

Access to CRM features follows your workspace role permissions. Users need the appropriate role (editor or above) to create or modify company and deal records. Viewers can see records but cannot edit them. Refer to your workspace’s role configuration for the exact permission boundaries.