Semrush CRM (Client Manager): Import Issues from Site Audit and Clients from Your Projects

November 15, 2021image

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We’re continuing to build internal bridges between our tools to bring more simplicity to your workflows. Both of today's updates are set to optimize your work with the CRM (Client Manager)

Integration with Site Audit: Create Tasks in a Click 
Semrush CRM (Client Manager) is now closely linked to Site Audit, enabling you to plan your optimization process without extra effort. You can import found issues directly to the CRM as "tasks” without having to manually create related cards in the Task Tracker. Find this functionality in the Issues tab of the Site Audit tool.

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Import Clients Right from Your Projects

Another handy feature to optimize your work: you can now import clients to the CRM (Client Manager) from your Semrush projects – no need to create them manually. Just one click on the button in the CRM interface, and the system will create the related client profiles with names and domains – 1 project makes 1 client.

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New to Client Manager? Head to this article to learn more about how you can benefit from the tool. Don’t forget to share your feedback at client-manager@semrush.com.

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