Getting Started with bulk3 - CRM & Lead Manager

Welcome to bulk3! Let's get you started in 5 easy steps

Create Your Account & Sign In

Download bulk3 from the App Store and create your account using Apple Sign In or email/password. Your account ensures your data is securely backed up and synced across all your devices.

Pro Tip: We recommend using Apple Sign In for the fastest and most secure authentication experience.

Import Your First Contacts

Start by adding your existing contacts. You can import from CSV files, add them manually, or sync from your device's contact list. The import feature supports standard formats and automatically maps common fields like name, email, and phone.

Pro Tip: Prepare your CSV with headers like "Name", "Email", "Phone", "Company" for seamless importing.

Organize with Lists and Tags

Create your first contact list (e.g., "Q1 Prospects") and add relevant tags (e.g., "Hot Lead", "VIP"). This organization system will help you target your campaigns effectively and track different contact categories.

Pro Tip: Use lists for campaigns and tags for contact attributes. A contact can have multiple tags but belong to several lists.

Create Your First Message Template

Set up message templates for common scenarios like follow-ups, introductions, or thank you notes. Use variables like {name} and {company} to personalize your messages automatically.

Pro Tip: Start with 3-5 basic templates: Introduction, Follow-up, Thank You, Meeting Request, and Check-in.

Launch Your First Campaign

Create your first targeted campaign by selecting a contact list, choosing a message template, and setting your campaign goals. Track open rates, responses, and lead progression through the dashboard.

Pro Tip: Start small with 10-20 contacts to test your message and refine your approach before scaling up.

🎉 You're Ready to Go!

You've completed the essential setup. Now start building relationships, tracking leads, and growing your business with bulk3.

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