All Collections
Setting Up Your CRM Workflow
Setting Up Your CRM Workflow

Key features to get organized, productive and collaborative

Jackson Rodriguez avatarR
2 authors16 articles
Customize Your Statuses and CategoriesCustomize your Statues, Categories, and Owner properties directly inside of 3RM.
Chat OwnersClose more deals with efficient handoff using Chat Owners
PipelinesThe best way to visualize your Telegram relationships.
Follow-ups and Notes for Better Relationship ManagementHow to best use 3RM follow-ups and notes for better relationship management.
Advanced Filters & Smart ListsMake (and soon save) detailed queries of your relationships
CategoriesMake sense of your Telegram inbox with helpful segmentation
Add TeammatesHow to get your teammates set up and onboarded to 3RM.
Pipeline and Kanban ViewsVisualize your workflow with Pipeline View. Streamline processes and track progress with ease.
Universal SearchNavigate effortlessly with Universal Search. Find what you need in seconds.
FiltersRefine your conversation data for actionable insights and ease of navigation.
Batch MessagingStreamline outreach, maximize efficiency, and engage your audience effectively with batch messaging.
Manual ChatsUnlock the potential of conversations beyond Telegram by importing and managing conversations from various platforms.
PropertiesProperties offer the ability to add context to conversations, customize categorization based on individual needs, and streamline analysis.
Network PageThe Network page centralizes your company’s Telegram relationships, allowing for easy prospecting, recruiting, and connection-building.
Chrome Extension3RM’s Progressive Web App (PWA) simplifies workflows by consolidating Telegram into one window, ensuring stability via the Chrome extension.
Disconnecting from TelegramDisconnect 3RM from Telegram quickly and easily.