You're in! 🎉
PoppyReach is a CRM + email marketing platform. Use this guide to explore the key features in order, then use the Feedback button (bottom-right) to share what you find.
Suggested Test Flow
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STEP 1Create a Contact
Go to Contacts → click '+ Add Contact'. Try adding yourself or a test name.
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STEP 2Fill a Demo Form
Go to Forms → open 'Contact Us Form' → copy the embed code or click 'View' to open the public landing page.
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STEP 3Create a Campaign
Go to Campaigns → '+ New Campaign'. Pick the 'Demo Welcome Email' template and set a filter tag.
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STEP 4Build an Automation
Go to Automations → try 'Templates' to use a starter, or build one from scratch.
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STEP 5Manage Your Pipeline
Go to Pipeline → drag opportunity cards between stages or use the Won/Lost buttons.
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STEP 6Check Reports
Go to Reports → toggle between 7d / 30d / 90d. Campaign and form performance appear here.
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STEP 7Review Operations
Go to Operations → see worker health, email settings, and scheduled queue.
QA Checklist 0/7 done
Key Pages
What to Look For
Confusing labels or missing info
Use Feedback → Confusion
Things that don't work as expected
Use Feedback → Bug
Features you wish existed
Use Feedback → Idea
Things that worked great
Use Feedback → Praise
⚠ Known Limitations (don't report these)
- Email sends require a configured SendGrid account — test campaigns will show "Sent" but may not deliver without SendGrid setup
- Campaign email opens/clicks only track when the email is actually received and links are clicked
- SQLite database — fine for testing, not for high-volume production use
- No multi-user access — there is one shared admin login for all testers
- DNS checks require dig/nslookup to be available on the server