Documentation

Getting started

JuraCRM runs right in your browser — there is nothing to install. Every company gets its own workspace with a separate database at yourname.juracrm.com.

Sign-up

• On the website's home page click "Create CRM" and pick a workspace address (Latin letters, digits and hyphens, 3 to 63 characters).
• Enter your email and a password. You will receive an email with a confirmation link — open it to activate the workspace. If the email doesn't arrive, check your Spam folder or request it again.
• Right after confirmation the workspace is created with demo data so you can look around. You can delete it at any time.

Signing in

• Open your workspace address, or click "Log in" on the website and enter the address.
• You can sign in with either your login or your email.
• Forgot your password? Click "Forgot password?" on the sign-in page: a reset link valid for 1 hour will be sent to your email.

The interface

The sidebar on the left lists every CRM section. On a phone, open it with the ☰ button. At the bottom of the sidebar are your profile and the appearance switcher. The "Help & docs" link opens this documentation.

Leads and the kanban pipeline

The Dashboard is a kanban board: each column is a stage of your sales pipeline and each card is a lead (a potential client).

Creating a lead

• Click "+ Add lead" on the Dashboard and enter a name, phone and email. Everything else — source, budget, UTM tags, manager — is filled in on the lead card.
• Leads are also created automatically: from Facebook Lead Ads forms, from incoming emails and from messenger conversations.

The lead card

The card holds everything about the client: contact details, stage, responsible manager, deal budget, source, UTM tags (source / medium / campaign / content / term), notes, correspondence and change history. You can also email the client or delete the lead from here.

Working with the board

• Drag cards between columns to change their stage. A moved lead lands at the top of the column.
• Without dragging: the ⋮ button on a card → "Move to column".
• Each card shows the source, creation date and age of the lead; each column shows its total budget.
• Search by name, phone or email works together with the manager, source and date filters.

Bulk actions

Tick several cards and a bulk-action bar appears: move them all to another stage or delete them. "Select all" selects every lead in the current column. The CRM asks for confirmation before deleting everything selected.

Configuring the sales pipeline

Administrators set up pipeline stages under Sales pipeline: add a stage, rename it, reorder or delete it. Each stage can also carry a Facebook Conversion Leads event (see "Facebook Lead Ads") and a "Remind after N days" setting (see "Notifications and reminders").

Contacts

Contacts is a shared client database with names, phones, emails and interaction history. You can search contacts and open a detailed card with their history.

Tasks

Use Tasks to plan calls, meetings and deadlines. A task can be linked to a lead and assigned to a teammate so no client is left unattended. Every action on leads and users is recorded under History.

Notifications and reminders

The Notifications section in the sidebar collects reminders to get back to leads. The counter next to it shows how many reminders are waiting for you right now.

Stage reminders

• An administrator opens Sales pipeline and fills in "Remind after, days" for a column — for example 30 for a "Later" column.
• When a lead lands in that column the CRM starts counting. If the lead is still there after that many days, a reminder to contact it appears under Notifications, with the phone, email and a link to the lead card.
• The reminder is shown to the lead's responsible manager (or to everyone if nobody is assigned); administrators see all reminders.

Handling a reminder

• Done — you've contacted the client; the reminder moves to the "Done" tab.
• Snooze for 1, 3, 7, 14 or 30 days — the reminder comes back on that day ("Snoozed" tab).
• Moving the lead to another column closes the reminder automatically. Move it back and the count starts over.

Email

Connecting a mailbox

• Open Modules → Email and enter your mailbox's IMAP settings (server, port, login, password).
• If needed, you can skip SSL certificate verification and set the initial sync window — how many days of older mail to import.

The Email tab

• A single inbox: emails linked to leads and emails without a lead.
• Emails are linked to a lead automatically by the sender's address. Emails from "trigger" senders (such as website form notifications) always create a new lead.
• Reply to a client right from the lead card. Unneeded threads and individual emails can be deleted, including in bulk.

Messengers

Messengers brings Telegram, Instagram Direct and Facebook Messenger conversations together. The unread count is shown in the sidebar, and an open conversation refreshes automatically.

• Telegram — in Modules → Telegram enter your bot token and click "Set webhook automatically". The Chat ID for manager notifications is set there too.
• Instagram DM and Facebook Messenger are configured in their own modules on the Modules page.
• Each channel can send an auto-reply to the first message.
• A new contact automatically becomes a lead; you can also create a lead manually from any conversation with "+ Create lead".

Facebook Lead Ads

Connecting pages

• Open Modules → Meta (Facebook) Leads, click "Connect pages via Facebook" and sign in.
• Tick the pages whose leads should come into this CRM ("Select all pages" is available).
• Leads from ad forms arrive automatically, with UTM tags and the campaign, ad and ad set names.

Diagnostics

Each connected page has a check for its token, lead subscription and routing. If routing is lost or points to another workspace, the "Fix" / "Re-link to me" button restores it in one click.

Missed leads

"Fetch missed leads" imports leads that haven't reached the CRM yet, starting from a date you choose. Facebook keeps lead data only for a limited time, so this works for recent submissions only.

Conversion Leads

In the Facebook Ads settings enter the Dataset ID and token (Meta Events Manager → Data Sources → Conversion Leads), and in the pipeline settings set an event name for the stages that matter. When a lead reaches such a stage, the CRM reports it to Facebook so your ads optimise for quality clients rather than just form fills.

Analytics and advertising

Analytics shows your sales funnel, leads by source, trends, UTM tags and ad spend for the selected period. Connect the Facebook Ads and TikTok Ads modules and campaign statistics and spend will sync automatically.

AI assistant

The CRM can work with AI through your own API key from one of the providers: Anthropic (Claude), OpenAI (ChatGPT) or xAI (Grok). Requests are billed by the provider directly, at its prices.

Setting it up

• Open Modules, turn on the "AI assistant" module and click "Configure".
• Choose a provider, paste the API key (issued in the provider's console) and optionally set a model. The key is stored encrypted.
• Click "Test" — the CRM sends a test request and shows the model's reply.

What it does

• The lead card gets an ✨ AI helper block:
• "Summary and next step" — who the client is, where things stand and what to do next;
• "Draft an email to the client" — the draft is placed into the "Write an email" form so you can edit it before sending.
• The AI works from the lead's data — contact details, notes, history, emails and messenger conversations — and that data is sent to the chosen provider.

Managing the CRM from ChatGPT and Claude (MCP)

JuraCRM connects to MCP-capable AI assistants — ChatGPT, Claude and others — so you can work with the CRM in plain words: "show me this week's new leads", "move Ivanov to Qualified and add a task to call back on Friday", "how many leads came from Facebook this month?".

Connecting

• In the CRM open AI connections in the sidebar and copy the MCP server address — it looks like https://yourname.juracrm.com/mcp.php.
• ChatGPT: Settings → Apps & connectors → Create (developer mode) → paste the address, OAuth authentication.
• Claude: Settings → Connectors → Add custom connector → paste the address.
• A JuraCRM sign-in window opens: sign in and click "Connect". The assistant never gets your password.

What the AI can do

• Find and open leads with their history, emails and messenger conversations; view contacts, tasks, notifications and a pipeline summary.
• Create and edit leads, move them through the pipeline, assign managers, add notes, create and complete tasks.
• It acts with the permissions of the user who connected it. It cannot delete data or send emails to clients.
• The "AI connections" page lists every connection (revoke in one click) and logs every action the AI takes.

Users and roles

• Under Users an administrator adds teammates and sets their login, email and password.
• Invite link — turn it on and teammates can sign up themselves. Regenerate the link to revoke the old one.
• Roles: administrator (full access, including settings) and user (leads, tasks and conversations). Role changes take effect immediately.
• In My profile everyone can change their name, email and password.

CRM settings

• CRM settings — the list of lead sources: add, reorder, hide and delete them. The source is shown on each lead card.
• Modules — turn on and configure integrations: Email, Telegram, Instagram DM, Facebook Messenger, Facebook Leads, Facebook Ads, TikTok Ads. Integration tokens are stored encrypted.
• The interface is available in Ukrainian, Russian and English.

Telegram notifications

Set a Chat ID in the Telegram module settings and managers will be notified about new leads and messages. "Send test notification" checks that everything works.

Appearance

At the bottom of the sidebar choose an appearance: JuraUI with seven colour themes and dark mode, or Classic. Your choice is saved in the browser.

Support and updates

• Support is a chat with the JuraCRM team. A counter in the sidebar tells you about new replies.
• We ship updates regularly — read about them in News on the website and under Updates in the CRM (for administrators).