How to Use Venturz CRM

The CRM in Venturz makes it easy to manage your contacts and turn them into active users or paying customers. Whether you're running outreach campaigns, tracking user activity, organizing leads by behavior or location, or sending targeted messages—Venturz helps you keep everything in one place.

1. Upload Contacts

An image showing the option to upload contacts in Venturz CRM software

To get started with your CRM, you’ll first need to add your contacts.

1. Go to the Contacts section.

2. Click on Create Contact.

3. You can either:

Invite new contacts manually
Bulk upload your own contact list in CSV format.

2. Create Segments

Segments help you group contacts based on shared characteristics or actions—making it easier to run targeted campaigns or analyze specific user groups.

To create a new segment:

1. Use the search bar at the top of the Contacts section. Type the name of the new segment and press Enter.

An image showing the option to create segments in Venturz CRM software

2. Add rules (filters) to define the segment—such as location, signup date, etc

An image showing the option to add rules while setting segment in Venturz CRM software

3. Use AND/OR rules to narrow or broaden your segment.

An image showing the option to add AND/OR rules to narrow or broaden your segment in Venturz CRM software

4. Click on Save Segment to store it for future use.

An image showing the option to save segment in Venturz CRM software

You can create segments based on your needs—such as user location, behavior, or signup source—and later select those segments in your campaigns for more targeted marketing.

3. View Metadata

An image showing the option to track meta data of contacts in Venturz CRM software

Each contact in your CRM has a Metadata section, which shows details collected from different touchpoints.

Depending on the data available, you may see:

Full name
Email address
Registration method or activity source
Location info (state, city, continent, time zone)
Device and browser details
Zip code

This helps you understand who the contact is and how they’ve interacted with your platform.

4. Track Sessions

An image showing the option to track sessions of customers in Venturz CRM software

Under the Sessions tab, you can see what each contact did while visiting your website.

A session includes everything a user does from the time they arrive on your site until they leave.

For each session, you’ll be able to see:

Session time and date
Device and browser used
User location (city and country)
Action count – how many things they clicked or viewed
Visited pages and clicked buttons

For deeper insight, Venturz also offers screen recordings of user sessions.

Click the Play button next to any session to watch what the user did on your website.
See how they moved through your pages, what they clicked, how long they stayed, and where they exited.

This helps you spot issues, understand user behavior, and improve user experience based on real actions.

You can click on any session to view a detailed breakdown of the user’s journey.