Clients

This section includes details about current and potential clients, partners, vendors, and competitors. Here, you can record information about individuals or organizations you service or may collaborate with in the future.

How to Add New Clients to CRM

1. Click the "+" button.

2. Select if the client is an individual or a company.

3. Enter the company name or the individual's full name.

4. Add their phone number and email address.

5. Optional: Include additional information.

6. Remember, you can update details later.

Indicators

This section provides pre-made indicators along with the overall record count, offering a convenient summary of available data. Each tile functions as a navigation tool, directing you to a specifically filtered list that aligns with the criterion you select. By clicking on any of these tiles, you seamlessly transition to a detailed view, enabling more focused examination and interaction with the dataset. This feature enhances the user experience by offering quick access and insight into different aspects of the data, tailored to user preferences or requirements.

To configure rules for identifying forgotten clients—companies without any upcoming scheduled tasks—navigate to "Settings" > "Directory" > "Client Type". This setup allows the system to monitor and alert you about such clients.

List

Here is the comprehensive list of clients, categorized by various attributes such as type, current status, interaction history, and additional relevant information. Each client entry provides a detailed profile that includes essential contact information, service preferences, account activity, and tailored notes to ensure personalized service and strategic engagement. This organized structure facilitates efficient client management and enhances our ability to cater to each client’s unique needs effectively.

Access to the client list is restricted based on your ability to view or modify records.

Search Utilize search by entering parameters like name, phone number, email address, or TaxID. Click the search icon for additional search options.

Filter Filter out irrelevant items to display only those matching your criteria.

Sort Sorts the list in alphabetical order.

Settings Access settings quickly for the current section.

Column Selection Use the pink eye icon to add or remove columns by checking or unchecking boxes next to columns.

Add Add multiple items like "Counterparty," "Task," "Transaction," "Document," etc., in bulk.

Bulk Operations Select multiple items to perform actions such as assigning tags, employees, tasks, changing customer types/statuses, or deleting items.

The table columns are movable. Drag the column header to rearrange as needed.

Tap the client's name to see more details of clients.

Details of clients

Charts

Below is a detailed analysis of your clients, shedding light on their interactions and engagements with your services to enhance service delivery and client satisfaction.

Automation

Below is a detailed list of trigger actions executed according to various scenarios. Each action is meticulously designed to address specific conditions, ensuring optimal performance and accurate responses. These scenarios are structured systematically to cater to different operational requirements, providing a comprehensive overview. By executing these actions, seamless workflow automation is achieved, enhancing efficiency and effectiveness across processes.