Ikigai 101
Start here to understand Ikigai CRM, key concepts, and how the platform helps you manage sales.
4 articles
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Browse by topic
Find guides, tutorials, and answers organised by category.
Setup account
Set up your profile, language, notifications, and basic preferences before going live.
3 articles
Leads & pipelines
Work the kanban board: pipelines, stages, deal cards, and automatic lead distribution.
4 articles
Contacts & companies
Manage people and organizations: contact details, duplicates, merging, and imports.
4 articles
Inbox & email
Connect mailboxes, send and receive email, use templates, and keep the inbox in sync with Gmail.
4 articles
Chat channels
Connect and manage Telegram, WhatsApp, Instagram, and Messenger conversations in one place.
4 articles
Calendar & meetings
Plan events, see your meetings, and review automatic Google Meet call summaries.
2 articles
Tasks & approvals
Create tasks from deals, plan next touches, and route requests through approvals.
3 articles
Automations
One trigger → one action: build per-stage automations that move deals and send messages for you.
3 articles
Templates & forms
Reusable email and message templates, plus lead-capture forms for your site.
3 articles
Documents & signing
Generate documents from deals and collect legally binding e-signatures.
2 articles
Assistant & knowledge base
Draft replies with the assistant, build a knowledge base, and maintain your sales playbook.
3 articles
Reports & insights
Funnel reports, manager analytics, and library insights built on your live data.
3 articles
Team & roles
Invite teammates, assign roles and permissions, and control who sees which deals.
4 articles
Integrations & API
Public REST API, lead webhooks, and Meta Lead Ads — connect Ikigai to the outside world.
3 articles
Migrations & import
Move into Ikigai: import from CSV files and deduplicate as you go.
2 articles
Best practices
Field-tested advice: pipeline hygiene, duplicate handling, and faster replies.
3 articles
How to
Short, task-focused answers to the questions we hear most often.
4 articles
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Ikigai 101
What is Ikigai CRM?
A quick tour of Ikigai CRM: what the platform does, which modules it includes, and how a deal travels from first touch to won.
Setup account
Profile settings: name, photo, and password
Set up how colleagues see you — display name, photo, mention handle, phone — and learn how password changes work.
Inbox & email
Connect a Gmail or IMAP/SMTP mailbox
Connect your mailbox in two clicks with Gmail OAuth or manually via SMTP/IMAP, and learn exactly what syncs between Ikigai and your mail server.
Chat channels
The Messages section: all chats in one place
One conversation list for Telegram, WhatsApp, Instagram, and Messenger: filters and sorting, replying and internal notes, and the "send as" chip.
Automations
How automations work: one trigger, one action
Every Ikigai automation is a single rule: a trigger fires, an optional condition filters, and exactly one action runs. Here is the full list of triggers and actions.
Assistant & knowledge base
Reply drafts from the assistant
Request a ready-to-edit reply draft on any email thread. The assistant grounds it in your playbook, templates, knowledge base, and the actual conversation.