CRM | Documentation
The operating reference for the people, records, permissions, and workflows that move through Wunderkint CRM.
Browse by module
Section titled “Browse by module”Leads
Capture, qualify, and route leads.
Deals
Pursue and close pipeline opportunities.
Contacts & Orgs
Manage people and account relationships.
Tasks & Blueprints
Execute repeatable work.
Vendors
Invite and manage vendors.
Outreach
Cold contacts and outreach sequences.
Campaigns & Sequences
Run campaigns and nurture flows.
WhatsApp
Manage chats and bridge.
Meetings
Schedule, record, and follow up.
Timesheets
Track time and delivery.
Invoicing & Commissions
Bill, collect, and pay commissions.
Reports
Measure pipeline and delivery.
Files & Data Exchange
Import, export, and manage files.
AI Copilots
Use AI to research and draft.
Projects
Deliver milestones, artifacts, and Studio drafts.
Lifecycles
Governed stages, events, and workbenches.
Calendar
Overlays, holidays, and dated work.
Notifications
Inbox, email, push, and digests.
Influencer & Creators
Discover creators, shortlist, hand off.
Contracts & Compliance
E-signatures and filing deadlines.
Work Hub
One queue: tasks, runs, approvals.
Team
People, roles, departments, onboarding.
Vendor Portal
Restricted self-service for vendors.
Browse by role
Section titled “Browse by role”Administration
Section titled “Administration”How to use this documentation
Start broad. Then follow the role or workflow that owns the decision.
- Orient: use the platform overview and quickstart to establish the shared language.
- Choose a track: use role guidance when the work is driven by responsibility or approval level.
- Follow the source guide: use user and admin guides for the exact record, action, and control you need.