CRM Walkthrough
Last updated
Last updated
A well-designed CRM system is more than just a tool—it serves as the backbone of efficient business operations. It helps you stay organized, collaborate seamlessly, and drive growth. Whether you're new to CRM software or looking to maximize its potential, this guide will walk you through its key features, customization options, and best practices.
Let’s dive in and discover how this CRM can transform the way you work!
Our CRM system is built around customer lists, allowing you to create and manage multiple lists tailored to different client types. Whether you need separate lists for prospects, long-term customers, VIP clients, or specific industry segments, the system provides complete flexibility.
You can customize each list with relevant fields, categorize clients based on unique criteria, and apply specific workflows to streamline interactions. This ensures better organization, targeted communication, and efficient customer relationship management—all within a centralized and intuitive platform.
Creating lists
Visit our Create a List guide to learn how to set up your first database!
Let’s take a closer look at the layout and features of the exemplary list’s dashboard to understand its functionality and design elements in greater detail. We’ll explore each section and how it contributes to overall CRM usability.
To view the details of a specific list, simply click on the selected one. This will open a view containing all the details associated with that list, such as client data, contractors, issued invoices, and other related information. In our case, we'll explore the Clients list as follows:
This CRM interface displays a structured and user-friendly client list, designed for efficient customer management and sales tracking. The clean, spreadsheet-like layout allows users to easily navigate and interact with client data while offering advanced filtering, categorization, and action options.
Now, let’s take a closer look at the structure of the clients list. Each row represents your individual client with key details such as name, status, and priority indicators.
Star icons mark priority clients, allowing you to highlight key accounts:
Calendar icons next to names allows you to quickly manage client's key actions such as add meeting to your calendar, add follow up task, note, send an email, and more:
A red trash bin icon on the right enables you to quickly delete the client from your list:
The interface provides multiple options for filtering and sorting client data through the Options and Filters dropdown menus, allowing you to quickly refine your view based on specific criteria.
Additionally, a category management system enables you to organize your clients into distinct groups, making it easier to track different customer segments. The blue Sales dropdown indicates that this particular list is focused on sales-related clients, helping you manage prospects and ongoing deals efficiently.
The Invite Users button facilitates teamwork by allowing multiple team members to collaborate on client management:
Various icons above the list indicate actions such as exporting data, sending emails, making calls, and attaching documents, ensuring smooth communication and documentation. Feel free to explore all options!
At the bottom of the interface, you'll find the dedicated bar allowing you to add new sales-related records by entering key details such as the client’s name, the product or service being offered, the price, the current stage of the deal, follow-up status, and the assigned team member.
The Add button streamlines this process, enabling you the efficient input of new deals or customer interactions, ensuring that you have all relevant information at hand.
Each client on the list has a dedicated client card where all relevant data is stored, ensuring easy access to important information.
To view a client's detailed profile, simply click on their name, which will open their individual card containing key details, interaction history, and additional management tools:
On the left side, you will find detailed information about the selected client, including their name, description, address, tax ID, and many other details that will facilitate seamless communication and efficient management of client interactions.
On the right side of the client card, you will find ten specialized modules designed to enhance workflow and simplify client management. These modules provide quick access to essential tools, allowing users to efficiently track interactions, manage documents, monitor transactions, and streamline communication, ensuring a well-organized and structured approach to handling client relationships.
The standard set of modules includes essential tools for comprehensive client management. These modules cover bank accounts, contracts, invoices, cost invoices, employee management, contractor management, files, notes, and support services. Each module is designed to provide seamless access to critical information, ensuring efficient financial tracking, document organization, and streamlined collaboration.
With our CRM system, you can activate an external client panel for each customer, providing them with secure access to all their stored data and enabling effortless resource management. Through this panel, clients can generate invoices, create contracts, and access important documents, ensuring a seamless self-service experience.
Controlled updates
Clients can view their stored information within the system, and if any details need updating, they can submit a request for changes through the built-in support module. This process ensures that all data remains accurate while maintaining strict control over modifications.
Both clients and administrators can generate contracts, invoices, and billing statements directly from the system. However, any document created by a client requires administrator approval before it is finalized, ensuring compliance and accuracy.
Once an invoice, contract, or statement is generated, the system automatically creates a PDF version, simplifying document management. The file module provides an intuitive and organized interface for client file storage.
SMS notifications
When a new file is added, the client receives an SMS notification, keeping them informed of any updates to their documents.
