---
title: "Creating and Using Custom CRM Boards in Smart Funnel"
description: "Know how you can create Custom CRM boards, scoped to a client or campaign, for staying organized in Smart Funnel."
url: https://helpcenter.smartlead.ai/en/articles/295-creating-and-using-custom-crm-boards-in-smart-funnel
collection: "Deals"
updated: 2026-11-03
language: en
---

# Creating and Using Custom CRM Boards in Smart Funnel

Know how you can create Custom CRM boards, scoped to a client or campaign, for staying organized in Smart Funnel.

If you manage multiple clients, campaigns, or workflows, **Custom CRM** boards help you stay organized and efficient.

With Custom CRM, you can create a dedicated board scoped to a campaign and/or client - and return to it anytime from the sidebar.

### **What Is a Custom CRM?**

A Custom CRM is its own kanban board - laid out just like Smart Funnel - that appears under **CUSTOM CRM** in your CRM sidebar (below Smart Funnel, All Leads, and Calls). Each one is defined by:

-   A **name** you choose
    
-   The **campaign(s)** it’s scoped to
    
-   The **client(s)** it’s scoped to
    

### **Why Use Custom CRM?**

Custom CRM boards are perfect for:

-   Keeping separate deal boards for **different clients**
    
-   Switching between **campaign-specific pipelines**
    
-   Running **personalized sales workflows** for each use case
    

### **How to Create a Custom CRM**

In the CRM sidebar, click the **+** icon next to **CUSTOM CRM**

![](https://staticfiles.gleap.io/ghelparticle/w53j3NpLcQXNkwBzx64h8jJy7yjYPLh14grFnvPXGtEo6J6dotJV7s1ArgF6nJ7T1t09qB6g75Y.png)

In the **Create Custom CRM** dialog, give it a **CRM Name**

![](https://staticfiles.gleap.io/ghelparticle/Z0bSrYcYQM62HYEHFUJljGTVbigIvkLDWUEEozl7IhZ61XHSo0PbYxPrnJce45c5bqGv5xPnGfA.png)

Optionally choose the **Campaign(s)** and **Client(s)** to scope the board to  

Click **Create CRM**

Your new Custom CRM now appears in the sidebar list, ready to use just like your main Smart Funnel board.

### **Managing Your Custom CRMs**

Every Custom CRM you create is listed under **CUSTOM CRM** in the sidebar - click any one to open it, or use the search icon next to the section header to find one by name.

-   Open the **⋮** menu next to any Custom CRM in the sidebar for further options (e.g. renaming)
    

Custom CRM helps you scale your pipeline across multiple clients and campaigns - without rebuilding your board each time.