𝗖𝗥𝗠 — 𝗬𝗼𝘂𝗿 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗗𝗮𝘁𝗮𝗯𝗮𝘀𝗲 𝗳𝗼𝗿 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝗠𝗲𝗺𝗯𝗲𝗿𝘀 Skool shows you who's in your community, but it doesn't give you a place to store the details that matter for your business — phone numbers, company names, deal values, or follow-up dates. CRM adds a full contact management layer right inside Skool. Click any member in the Members Panel or on a Pipeline card to open their CRM card. Each card stores email, phone, company, deal value, follow-up date, and free-text notes. All fields auto-save as you type — no submit button needed. Set a follow-up date and it appears as a badge on the member's Pipeline card. Overdue follow-ups pulse in red so nothing slips through the cracks. The follow-up date field uses a native date picker for quick entry. Need to track data that doesn't fit the standard fields? Add unlimited custom fields with your own labels and values — perfect for tracking contract status, referral source, subscription tier, or anything else. Each custom field can be renamed or deleted individually. Store links for each member — LinkedIn profiles, websites, contracts, or any URL. Links auto-detect from the member's Skool profile and can be opened in a new tab directly from the CRM modal. Add, edit, or remove links at any time. If the member submitted a join request with survey answers, those appear in a dedicated section of the CRM profile — including the date of the request and the location from which they applied. You can also open a member's CRM card via the right-click context menu on any username or avatar across Skool. All CRM data is stored locally in your browser for privacy and synced via Cloud Sync when enabled. The feature can be toggled on or off in the Toolkit Settings under the Admin section. When disabled, CRM buttons and click-to-open behavior are hidden, but your data is preserved. --- 𝗖𝗥𝗠 — 𝗗𝗲𝗶𝗻𝗲 𝗽𝗲𝗿𝘀ö𝗻𝗹𝗶𝗰𝗵𝗲 𝗞𝗼𝗻𝘁𝗮𝗸𝘁𝗱𝗮𝘁𝗲𝗻𝗯𝗮𝗻𝗸 𝗳ü𝗿 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆-𝗠𝗶𝘁𝗴𝗹𝗶𝗲𝗱𝗲𝗿 Skool zeigt dir, wer in deiner Community ist, aber es gibt keinen Ort, um die Details zu speichern, die für dein Business wichtig sind — Telefonnummern, Firmennamen, Deal-Werte oder Follow-up-Termine. CRM fügt eine vollständige Kontaktverwaltung direkt in Skool hinzu.