How can we help you?

New to Sure Send CRM? Start here to learn the basics and get up and running quickly.

• Account Setup: Team Settings
• Account Setup: Email Settings
• Account Setup: Phone Provider Settings

How leads enter Sure Send—website pixel, integrations, email parsing, CSV imports, lead flow rout...

• Connect Real Geeks to Sure Send with Zapier
• Connect Real Geeks to Sure Send
• Follow Up Boss Integration: What Data Syncs

• Port or Transfer Your Phone Number to Sure Send

Manage your contacts, track relationships, and organize people in your CRM.

• Find and Restore Deleted Contacts
• Import Contacts from a Spreadsheet
• Create Contacts using your Lead Email Address (Email Parsing)

Organize your contacts with stages, custom fields, tags, and smart lists.

• Tags: Setup & Use
• Smart Lists: Create & Use
• Smart Lists: Understanding Filter Logic

• Set Up Two-Factor Authentication (2FA)
• Login Security & Two-Factor Authentication

Work together with team members, assign roles, and collaborate.

• Understanding Your Team Structure: Roles, Groups, and Sub-teams

Manage your sales pipeline and track progress through stages.

• Understanding Contracts in Sure Send

Connect Sure Send CRM with other tools and services.

• Connect AgentFire to Sure Send
• Connect Ylopo to Sure Send
• API Documentation

Configure your account, team settings, and preferences.

• Enrichment Credits
• Contact Scoring Credits
• SMS Credits

Recorded training, workshops, and walkthroughs for Sure Send.