PauseAI CRM is the operations platform for PauseAI Global and its chapters. It helps you manage contacts, organize outreach, send targeted emails, and keep track of your community.
- Chapter coordinators managing local volunteers and events
- Global team members overseeing the whole network
- Anyone in PauseAI who needs to find contacts, track interactions, or send emails
The app is organized into workspaces. There is one global workspace (PauseAI Global) and one workspace per chapter (e.g., Pause IA France, PauseAI UK).
- Each workspace has its own contacts, tags, segments, campaigns, and settings
- You may belong to one or more workspaces
- Switch between workspaces using the workspace switcher at the top of the sidebar
Your access level depends on your role:
| Role | What you can do |
|---|---|
| Viewer | Browse contacts, tags, segments. Read-only access. |
| Member | Everything a viewer can do, plus edit contacts, log interactions, manage tags. |
| Admin | Full access: send campaigns, manage users, configure fields, set up connections. |
You have a role per workspace. If you're a member in Global but an admin in your chapter, you get admin access when viewing your chapter's workspace.
Contacts are the people in your network — volunteers, supporters, allies, politicians, journalists. Each contact has:
- Basic info (name, email, country, language)
- Custom fields defined by admins
- Tags for flexible categorization
- An interaction timeline (emails sent, meetings logged, notes)
- A lifecycle stage (Joined → Active → Dormant, etc.)
The sidebar gives you access to everything:
- Dashboard — overview stats and activity feed
- Contacts — browse, search, edit contacts; import CSV; manage tags and segments
- Email — create and send campaigns
- Automations — automated scripts and rules
- Connections — sync contacts from external systems (admin only)
- My Email Contacts — connect your personal Gmail to browse email contacts, import them to the workspace, and auto-log email interactions
- Support — report issues or request features
- Documentation — you are here
- Settings — user management, custom fields, API keys (admin only)