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The CRM inside Goosy Bear — contacts, pipelines, conversations, calendars, forms and automations — is built on LeadConnector. It works the same way as LeadConnector’s own product, so their help centre is the accurate, always current answer for how each screen behaves. We link to it rather than copying it. That way you are never reading a stale copy of someone else’s documentation.

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Where to look

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What is different here

Two things are ours rather than theirs, and are documented on this site:
  • Signing in. You reach the CRM from inside Goosy Bear; you do not keep a separate login for it.
  • The content that flows into it. Anything Goosy Bear plans, produces or schedules is described in these guides, not in the CRM’s.
If you are not sure which side a question belongs to, ask Goosy in the app — it answers from these guides and points you at the right article either way.