TightBlocks Academy: From Zero to Automated CRM in 30 Minutes
Step-by-step tutorials, workflow recipes, and playbooks to help you master TightBlocks and automate your sales process.
Start Here🚀 Start Here
New to TightBlocks? Start with these essential tutorials.
Registration and first steps
First steps, registration and first startup.
Contact Management
TightBlocks Contact Management explains how to create, organize, and maintain contacts—the core records for leads, customers, partners, and more. You can add contacts manually (from Contacts, quick create, company, or deal) or automatically (email/web forms/API/workflows), store standard + custom fields, and manage them through list and detail views with fast inline edits. It highlights tracking a full activity timeline (emails, calls, meetings, notes, tasks), linking contacts to companies, deals, and activities, and using tags + saved views for segmentation and targeting. It also covers search/advanced filters, bulk actions (edit, tag, assign, export, delete, merge), deduplication/merge rules, and CSV importing/exporting (mapping, duplicate handling, tagging imports, scheduled exports). Best practices focus on data quality, regular dedupe, consistent tagging, ownership, logging interactions, reminders, and privacy/compliance (GDPR/CCPA).
Company Management
Companies in TightBlocks are organization records that group contacts, deals, and all related activity in one place. You can create them manually (Companies page, quick create, or while creating a contact) or automatically via imports, email domains, API, and web forms—so keeping the Domain field accurate is important for matching/enrichment. Each company stores key fields (name, domain, industry, website, size, revenue, address, socials) plus optional custom fields. The company page lets you view/edit details, link/unlink contacts (set a primary contact), track activities/tasks/files, manage deals, and use search/filters with tags and saved views. Best practices: consistent naming, always set the domain, tag consistently, assign an owner, and regularly clean up duplicates/outdated data.
Deal Pipeline Management
Deals track sales opportunities from creation to close, helping you visualize the pipeline, forecast revenue, measure performance, and spot bottlenecks. TightBlocks supports multiple pipeline views (Kanban board with drag-and-drop, list view for bulk work, and forecast view grouped by close date with weighted revenue). When creating a deal, you capture key fields like deal name, primary contact, value/currency, stage, expected close date, and probability (defaults from the stage but can be overridden). Deals move through customizable stages, and TightBlocks logs stage changes, time-in-stage, activities, notes, and tasks. For accurate values and reporting, you can add products/line items (qty, price, discounts, taxes) so totals calculate automatically. Closing a deal sets it to Won (100% probability, revenue counted) or Lost (0%, with a required loss reason for analysis), and deals can be reopened if needed. Reporting covers pipeline value (weighted/unweighted), win rate, sales cycle length, conversions by stage, at-risk/stale deals, and team performance. Automation can create tasks, send alerts, update fields, and trigger integrations based on events like deal created, stage changed, stale/overdue, won/lost. Best practices: keep pipeline clean, enforce stage criteria, log activities, maintain realistic probabilities/close dates, and review the pipeline regularly.
Tips & Best Practices
Some tipps for higher efficiency