Tag - business info

Logging into your Fern CRM dashboard for the first time can be overwhelming, kind of like sitting in the cockpit of a spaceship or racecar for the first time. I mean, what the heck do all those buttons do????? So let’s tame the overwhelm a bit with some basic setup steps. The first thing we’ll ... Read more

This is a running list of the custom values and custom fields that are pre-built in every Fern CRM account. We do our best to keep these Help Docs updated, so please let us know asap if you see any errors or outdated info. Maybe it’s just me… But, when I’m building templates for y’all, ... Read more

A detailed list of which features aren’t included in the base subscription price and how to track your usage and payments. All prices are in USD. Some of the features inside Fern CRM are billed separately from your monthly payment for 2 reasons: Our goal is to keep Fern CRM accessible to as many change ... Read more

Get a quick overview of the features and where to find them so you can decide which feature you want to learn first and start using right away. Note: this tool is designed to be flexible and customizable! As such, it has a TON of features and you don’t need to use all of them ... Read more

Custom values is one of the best parts of Fern CRM because it let’s you create short snippets of code to use on webpages, emails, text messages, contracts, invoices, and oh so many places that you can instantly update EVERYWHERE by changing the value in ONE PLACE. If that’s confusing right now, trust me you’ll ... Read more