What is EDGR?
EDGR is a CRM + marketing automation platform built for outbound sales teams. In a single workspace you can:- Manage customers, companies, deals, and leads in one place.
- Group customers into segments by dynamic rules or static lists.
- Run multi-channel campaigns across Email, LinkedIn, and Telegram.
- Design automation flows in a drag-and-drop campaign builder with rich node types.
- Track every inbound and outbound conversation in the inbox, with an LLM-powered autoreply bot.
- Connect AI providers (OpenAI, Anthropic, Bedrock) for internal model usage.
Who this is for
Sales executives, BDRs, growth marketers, and ops teams who run outbound day-to-day. Built for operators — no coding required.
Core concepts
| Concept | Meaning |
|---|---|
| Organization (Org) | Your company workspace. All data is scoped per org. |
| Customer | A person. The primary subject in the CRM. Has one or more contacts (email, LinkedIn URL, phone…). |
| Contact | A specific communication channel for a customer. NOT a person. |
| Company | The legal entity / employer a customer belongs to. |
| Segment | A group of customers — static (manually added) or dynamic (rule-based). |
| Campaign | An automation flow targeting a segment or specific customer list. |
| Workflow / Node | The building blocks inside a campaign. Each node is a step (send email, wait, add tag…). |
| Inbox | Where you read conversations, reply manually, and supervise the autoreply bot. |
| Credential | Connection info for external services (SMTP, LinkedIn cookie, Telegram token, LLM API key). |
Customer ≠ Contact. A customer is a person. A contact is a channel. One customer can have 3 contacts: a work email, a personal email, and a LinkedIn profile. Throughout this manual we use “customer” for the person and “contact” for the channel.
URL of the app
Every route in this manual (e.g./inbox, /crm/customers) lives in the main app:
App URL
Documentation map
Getting Started
Sign up, log in, set up your workspace.
CRM
Customers, companies, segments, deals, leads, tasks.
Inbox
Multi-channel conversations and autoreply.
Campaigns
Create and run automated campaigns.
Automation Nodes
Detailed reference for every node in the builder.
Settings
Account, integrations, AI providers.
Need help?
Email:support@edgr.ecvhub.net. Send bug reports and feature requests through internal channels.