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LINKAVRO HELP CENTER

Learn every workflow, one clear step at a time.

Short explanations, real product screenshots, and the exact next action for a clean, private relationship CRM workflow.

Ask LinkAvro GuideAnswers from this Help Center

Sign up with Google or verify your email before entering LinkAvro CRM. Start here: Choose Open CRM on the LinkAvro home page.

Create and verify your account Add professional contacts Organize contact records
Based on LinkAvro resources No passwords or private data needed Links to the exact guide
START HERE

Your first useful workflow

Follow these four guides in order if LinkAvro is new to you.

1Create and verify your account

Sign up with Google or verify your email before entering LinkAvro CRM.

Open guide 2Add professional contacts

Add contact records manually or import a focused CSV for review.

Open guide 3Organize contact records

Use tags, roles, companies, and status to keep relationship records easy to review.

Open guide 4Add relationship notes

Keep useful professional context beside each contact record.

Open guide

8 guides

1Start

Create and verify your account

Sign up with Google or verify your email before entering LinkAvro CRM.

What this is for

Account verification protects your private CRM workspace and keeps records tied to your account.

  1. Choose Open CRM on the LinkAvro home page.
  2. Continue with Google, or create an account with your email and password.
  3. If you use email, open the verification message and follow its link.
  4. Return to LinkAvro and open your CRM workspace.

Good to knowIf the verification message is missing, check spam and use Resend verification email after the cooldown.

LinkAvro CRM workspace after account verificationProduct screen
2Contacts

Add professional contacts

Add contact records manually or import a focused CSV for review.

What this is for

A review-first import keeps your CRM focused on the professional records you are permitted to manage.

  1. Open Contacts and choose Add contact or Import CSV.
  2. Use ordinary professional fields such as name, company, role, email, profile link, and tags.
  3. Review the rows, remove duplicates, and remove anyone you do not need to keep.
  4. Save the records and add relationship context where it helps.

Good to knowKeep the list relevant and proportionate. Do not upload passwords, payment information, government IDs, health information, or other sensitive data.

Professional contact import in LinkAvro CRMProduct screen
3CRM

Organize contact records

Use tags, roles, companies, and status to keep relationship records easy to review.

What this is for

Good record structure makes it easier to find the right context without collecting unnecessary information.

  1. Open a contact record and confirm the name and company.
  2. Add a role, profile link, and a small set of useful tags.
  3. Choose the record status that matches your current relationship review.
  4. Search the workspace to confirm the record appears where you expect.

Good to knowUse a few consistent tags instead of creating a new tag for every person.

Organized contact records in LinkAvro CRMProduct screen
4CRM

Add relationship notes

Keep useful professional context beside each contact record.

What this is for

Notes preserve the reason a relationship matters and help your next human-led conversation start with context.

  1. Open the contact record.
  2. Write a concise note about a professional interaction or useful context.
  3. Save the note and check that it contains only information you are allowed to keep.
  4. Update or remove the note when it becomes inaccurate or unnecessary.

Good to knowWrite notes for your future self: specific, respectful, and limited to what you need for the professional relationship.

Relationship note in LinkAvro CRMProduct screen
5CRM

Review relationship insights

Use history and optional read-only directory data to decide what deserves attention.

What this is for

Insights help you understand your saved records; they do not make decisions about people or contact them automatically.

  1. Open Insights from the CRM navigation.
  2. Review recent record changes, notes, and relationship history.
  3. Confirm that the saved information is still accurate and appropriate to retain.
  4. Choose any next human-led action outside LinkAvro.

Good to knowUse insights as a review aid, not as a volume target or an automated decision-maker.

Relationship insights in LinkAvro CRMProduct screen
6Contacts

Export your CRM records

Keep a copy of the professional records and context you manage.

What this is for

Exports help you retain a copy of your workspace data and support responsible data portability.

  1. Open the Contacts or Account area of the workspace.
  2. Choose Export records where the export control is available.
  3. Save the file in a protected location with limited access.
  4. Delete exported copies that you no longer need.

Good to knowAn exported file is still CRM data. Protect it like the records in your LinkAvro workspace.

CRM records export control in LinkAvroProduct screen
7Account

Understand plans and billing

Review CRM plan pricing and your current access status.

What this is for

Billing shows the $9.99 monthly and $59.99 yearly CRM plans. Complimentary access means no card charge can start.

  1. Open Billing from the main navigation.
  2. Review the current access status and plan options.
  3. If your workspace shows complimentary access, self-service payment is disabled.
  4. Use hosted checkout only when the billing page presents an enabled plan button.

Good to knowNever enter payment details outside the hosted checkout opened directly from LinkAvro.

LinkAvro CRM plan and billing statusProduct screen
8Account

Fix common CRM setup problems

Check account verification, imports, records, and privacy controls when something is unavailable.

What this is for

Most disabled actions have one missing prerequisite that the workspace can identify.

  1. Refresh LinkAvro once and read the message beside the disabled action.
  2. Confirm your LinkAvro email is verified.
  3. Check that imported rows use ordinary professional fields and valid values.
  4. If the problem remains, record the exact warning and page name before contacting support.

Good to knowDo not send support your password, payment details, authentication codes, or sensitive contact exports.

LinkAvro CRM troubleshooting checklistProduct screen

Ready to keep your relationships organized?

Add permitted professional contacts, save useful context, and choose the next human-led step outside LinkAvro.

Open LinkAvro