Documentation
How Sambandh works — feature by feature, step by step. Pick a section below or jump to the 5-minute quickstart.
17 sections · ~91 minutes total reading time
Getting started
Sign up, get your data in, configure your first pipeline.
Quickstart — sign up to first pipeline in 5 minutes
The shortest path from zero to a working CRM with your real data.
ReadImporting data — CSV, HubSpot, Pipedrive, Salesforce, Stripe, Notion
Move your existing CRM data into Sambandh without losing context.
ReadWorkspace setup — branding, time zone, currency, fiscal calendar
Configure the workspace defaults that show up across pages and reports.
ReadWorking in the CRM
Day-to-day flows: contacts, deals, tasks, calendar, reports.
Contacts — list, search, filter, enrich, segment
How to find people, group them, and keep their data clean.
ReadPipelines & deals — Kanban board, stages, forecasts
Track every opportunity through your sales motion.
ReadTasks & calendar — never let a follow-up slip
Schedule follow-ups, reminders, and meetings tied to contacts and deals.
ReadSegmentation & saved views — slice your contacts your way
Build reusable filtered lists for outreach, reporting, and ops.
ReadReports & analytics — pipeline, revenue, activity
Understand the health of your business at a glance.
ReadEmail & messaging
Email campaigns, BYOK senders, AI drafting, SMS.
Integrations & API
Connect Stripe, Supabase, Clerk, Gmail, Outlook, plus the REST API.
Integrations overview — connecting Sambandh to your stack
How integrations work + the full list of supported tools.
ReadStripe integration — MRR, churn, subscriber data
Make Stripe a first-class data source in your CRM.
ReadREST API — programmatic access to your data
Read and write contacts, deals, tasks, activities, pipelines from your code.
ReadWebhooks — receive events when data changes
Get notified instantly when contacts / deals / tasks change.
ReadAdmin & billing
Team roles, audit logs, plan limits, security, GDPR.
Team & roles — owners, admins, members, viewers, guests
Invite teammates and control what each person can see and do.
ReadBilling & plans — Free, Pro, Teams
What's on each plan, how to upgrade, and how trials work.
ReadSecurity & compliance — encryption, GDPR, audit logs
How your data is protected, who can access it, and how to satisfy compliance asks.
ReadCan't find what you need?
Email support@sambandh.io and we'll either point you to the right place or write the missing section. Doc gaps are bugs.
Deployment dpl_3s4XtSevgjgpHE7ieimBFL8cv8uY
These docs are versioned with the product. If something doesn't match what you see in the app, the app is right — please flag it to support@sambandh.io.