---
title: Getting started with Slerp CRM
description: This article explains what Slerp CRM is, how your contact database works, and what to check before you start sending campaigns.
---

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# Getting started with Slerp CRM

## This article explains what Slerp CRM is, how your contact database works, and what to check before you start sending campaigns.

Slerp CRM helps you turn your customer data into practical marketing actions.

It brings your contacts, campaigns, automations, and reporting into one place so you can build stronger repeat business through your direct channel.

In this guide, we’ll cover the basics you need before you start building campaigns.

### What Slerp CRM is used for

You can use Slerp CRM to:

- Store and manage customer contact details
- Build email and SMS campaigns
- Segment contacts based on behaviour and profile data
- Create automated journeys such as welcome emails or follow-up offers
- Track campaign performance over time

![](https://support.slerp.com/hs-fs/hubfs/image-png-Sep-29-2026-02-15-43-0962-PM.png?width=670&height=355&name=image-png-Sep-29-2026-02-15-43-0962-PM.png)

### How your contact database works

Your CRM database tracks the contacts collected through your Slerp setup.

This can include:

- Email addresses
- Mobile numbers
- Marketing opt-in status
- Order and transaction history
- Tags and behavioural data

Only contacts who have opted in should be included in marketing sends.

If you run multiple venues or brands, these can often be managed under the same database structure, depending on how your account has been set up.

### SMS marketing: what to know first

SMS is available in Slerp CRM, but it works differently from email.

Before you send SMS campaigns, keep these points in mind:

- SMS credits must be purchased in advance
- SMS is charged at **5p per message**
- A Sender ID can be set up so messages appear from your venue name rather than a shared number
- You should complete the SMS setup form during onboarding if you want to use your own sender name

Sender ID registration can take a few weeks, so it’s worth setting this up early if SMS will be part of your plan.

![](https://support.slerp.com/hs-fs/hubfs/image-png-Sep-29-2026-02-17-00-0776-PM.png?width=670&height=198&name=image-png-Sep-29-2026-02-17-00-0776-PM.png)

### Domain setup for email sending

If you want to send marketing emails from your own domain, that domain needs to be verified first.

Your domain is the web address connected to your business, for example **[yourbusinessname.com](http://yourbusinessname.com/)**. Your domain provider is the company you purchased or manage it through, such as **GoDaddy**.

To verify the domain, you’ll usually need to add DNS records through your domain provider. This means updating the records on the backend of your domain account, for example with GoDaddy or 123 Reg, so you can send emails from your own domain.

If your domain has not been verified yet, a fallback sending domain may be available so you can still get started while setup is being completed. Where possible, it’s still better to use your own domain for sending.

 

![](https://support.slerp.com/hs-fs/hubfs/image-png-Sep-29-2026-02-16-11-5505-PM.png?width=670&height=196&name=image-png-Sep-29-2026-02-16-11-5505-PM.png)

### Before you send your first campaign

Use this checklist before you start:

- Confirm your CRM account is active
- Check your contact data is syncing as expected
- Review which contacts are opted in for marketing
- Set up your sending domain if needed
- Decide whether you’ll use email only or email and SMS
- Complete Sender ID setup if you plan to send SMS

### Final tip

Get the setup right first.

Once your data, permissions, and sending setup are in place, building campaigns becomes much easier.

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