KNOW CRM

Outbound CRM

Sign in with your knownuggets.com or knowplatforms.com Google account to open the shared board.

Outbound CRM

Add a contact

Saves to the shared board right away as "awaiting drafts". Once overnight drafting is switched on it writes the touches automatically and flags anything it can't verify. Until then, use Copy pending, ask Claude to draft, and Apply drafts.

Name Title Company LinkedIn URL Email (optional) Industry Outlets Region

Apply drafts

Paste the draft JSON Claude gave you back. It fills the sequences on the matching contacts.

Bulk upload contacts

Drag a CSV into the box or click it to choose a file. Columns: Name, Title, Company, LinkedIn, Email, Industry, Outlets, Region (me or sg). Only Name and Company are required.

Drag your CSV here, or click to choose a file

Download CSV template

Import progress from your old CRM

One-time. In your old desktop KNOW-CRM, open the browser console, run the one-line snippet Claude gave you, then paste the copied result below and click Import.