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Popular articles
How do I delete my account?
Permanently delete your Coastline account and personal data: the in-app steps, what gets removed, the 30-day grace period, and how to request deletion if you can't sign in.
Microsoft 365 admin: approving Coastline CRM for email and calendar
If users in your organization see a "Need admin approval" screen when connecting their work email or calendar to Coastline CRM, follow these steps to grant consent and unblock them.
How do I change my billing email?
Send receipts, invoices, and billing notifications to a dedicated address such as your accounting inbox.
How do I customize my dashboard?
Add, remove, and rearrange widgets so the dashboard shows what matters to you.
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All Coastline CRM help articles
The complete help center, grouped by topic. Can’t find what you need? Submit a ticket and a human on our support team will get back to you.
Getting started
Account
Billing & plans
Partner program
Contacts
Pipeline & deals
- How do estimates work?
- How do I customize pipeline stages?
- How do I reopen a lost deal?
- How do I track where my leads came from?
- Catalog & price lists
- How do I send a document for electronic signature?
- How do I create and send an estimate?
- How do I turn a signed estimate into an invoice?
- If I cancel an estimate, does the customer get notified?
- How do I choose what shows on Kanban cards?
- How do I move multiple opportunities or projects at once?
- How do I build a reusable signature template?
- How do I run a financial report?
- Do bulk actions trigger automations?
- How do I use RoofMetrics measurements?
- How work orders flow through Coastline (and into your project budget)
Forms
Email & inbox
Calendar
Texting
Privacy & security
Integrations
- Connect Gmail
- Connect Outlook
- Connect Google Calendar
- Add Microsoft Teams to Bookings
- Add Google Meet to Bookings
- Connect Zoom
- Accept Payments with Stripe
- Connect QuickBooks
- Connect Coastline to Zapier
- Claude AI in Coastline
- Map View
- Coastline REST API
- Coastline for iPhone
- Coastline for Android
- What is the Customer Portal and how do I share it with a client?