Quickstart
Last updated
Last updated
This Quickstart guide is designed to immerse you in the world of lists and modules within the CRM, offering a comprehensive understanding of their significance and functionality. You will discover the step-by-step process of creating and customizing your very first list, as well as how to add your initial client seamlessly. Additionally, you will delve into the various integrations available, which can significantly enhance your overall CRM experience.
By the time you reach the end of this guide, you’ll be equipped with a fully functional, personalized list tailored to your specific needs, empowering you to manage customer data with remarkable efficiency.
Let's get started!
Additionally, we will guide you step-by-step through the account configuration process, ensuring that it is perfectly tailored to meet the unique needs of your business.
We look forward to assisting you on this exciting journey!
A list in a CRM (Customer Relationship Management) system is a customizable collection of clients. You can add and organize various modules for each client, such as tasks, notes, calendar events, invoices, and more. This customization allows you to tailor the CRM list to meet your business needs, ensuring that you have all the relevant information and tools at your fingertips for effective client management. You can configure the list as necessary, making it a flexible and powerful tool for tracking and managing client relationships.
You can create multiple different lists, which will serve you as a separate commanding centres, e.g. Ticketing Center, Telemarketing Center, Mailing & SMS Center, and many more - the CRM world is your oyster!
Modules are separate features that you can enable or disable on your CRM lists. These modules allow you to customize your CRM experience and enhance client management by adding relevant features. For example, you can use the Invoices module to create and manage invoices and proformas, or the Contractors module to collect and store contractor data related to a specific client. You can also use the Tickets module to create a unique ticketing center for handling client support requests.
Within the CRM tool, there are many different modules to choose from, including:
Tickets: Transform your list into powerful ticketing center.
Tasks: Manage and track tasks assigned to your team members.
Calendar: Schedule and view important events and meetings.
Notes: Add and organize notes related to a specific client.
Files: Store and manage documents related to each client.
And many more. These modules can be configured to fit the specific needs of your business, providing flexibility and control over your CRM system.
Case Studies
To begin crafting your new list, effortlessly click the Add List button. In just a few simple steps, you will have the opportunity to configure and customize your very first CRM list, setting the stage for efficient organization and streamlined management of your contacts.
In the initial step, you will be prompted to assign a name to your list. This name serves as the identity of your system, so choose wisely. For instance, if your goal is to establish a robust support framework, you might consider naming your list Ticketing Center. Alternatively, if you envision your list as a centralized hub for communicating with clients through SMS and email, a name like SMS & Mailing Center might be more fitting, highlighting its purpose clearly.
Select the client data you want to include in the Clients Data section. You can use our suggestions – such as email, address, name, city, or VAT ID – or create your own custom fields by clicking the Add Custom Data Field button:
While adding a custom field, you will be able to confifure:
Field type (Text, Checkbox, Date, Select, or Number).
Visibility – decide which users can see this custom field in the client details.
Editing restrictions – optionally lock the field for editing by other users or specific groups.
Sorting priority – allowing you to organize fields based on importance and display order.
Think of a module as one of the features you can implement in your list. Currently, you can choose from 15+ different modules, selecting as many as you need. These modules help customize your CRM experience by adding functionalities like Tasks, Calendar, Invoices, Contractors, and more.
Under each module, you will find a short description of what it allows you to do within your list. This helps you quickly understand how each module can enhance your CRM experience and choose the ones that best fit your needs.
In the next step, you will be able to define the basic configuration of your list and set permissions for other users. At this stage, you can decide whether:
Users invited to your list can only see the clients they added themselves.
Only the list owner can remove added clients.
Only the owner can manage custom fields on a client card.
Duplicate prevention – do not allow adding two records with the same name or email.
In the last step of configuring your list, you can invite other users. Just enter the user’s email address and click the Add button. The invited user will receive an email notifying them of the invitation to your list along with the button serving to accepting the invitation.
Congratulations! Your very first CRM list is now fully set up and ready for action! In the upcoming step, you’ll discover how to seamlessly add your first client, ensuring your journey toward effective customer relationship management begins on the right note.
List Features
No worries – for now, your list is empty. But once you add your first client, you'll see all the features of your list, including settings, integrations, and more!
Upon creating your list, the initial screen you will encounter is the Add Client form. Along the left side, a selection of options awaits you, allowing you to choose the specific type of record you wish to add. This includes various categories such as Sale, Account, Appointment, or Asset Record, each designed to streamline your data entry process and enhance your organizational efficiency.
Next, enter your client’s name. Next to the name field, you will find four icons that allow you to add the following information in order: email address, phone number, additional notes, and VAT ID.
In the next step, you can specify the product or service you are selling to the client, along with the amount. For instance, if you have established a partnership with a B2B client, you can mention that here and leave the price field blank if you choose.
The Stage option helps you define the current phase of your conversation with a client. You can choose from several stages:
Lead: Identifying potential clients and initiating contact.
Prospect: Exploring the client’s needs after establishing interest.
Offer: Presenting tailored solutions to demonstrate value.
Negotiation: Discussing terms and addressing any concerns.
Finalization: Confirming details before committing to the agreement.
Sold: Marking the successful completion of the sales process.
You can also specify the follow-up date for the client, such as tomorrow, in 2, 7, or 14 days, or in a month. This helps you set clear reminders for when to get back in touch with your client.
Finally, you can assign your client to a specific user (who has accepted the invitation to your list). This ensures that the right person is responsible for managing the client’s progress.
After you have carefully filled in all the pertinent details, simply click the „Add” button. Instantly, your first client will materialize on your list, granting you access to a wealth of CRM options and functionalities that can enhance your management experience.
Managing New Clients
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:
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 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 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!
For bulk additions, after you add your first client manually to the list, you can use the import feature to transfer data from an external database. Click the Import clients list button and upload your file in CSV.
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:
If you want, you can enhance your list's functionality by using available integrations, including:
To gain access to our comprehensive CRM platform, we invite you to reach out to us via email at . Our dedicated team is ready to provide you with all the essential information you need about the platform’s features and capabilities.
Invoices: Generate and manage your company's sale and cost invoices. Integrate list with and for safe transactions.
Contracts: Create and e-sign agreements with the .
Explore the to learn more regarding exemplary types of lists you can create using the CRM platform and which modules will help you achieve your business goals. Feel free to experiment - the world is your oyster!
If you would like to learn more about how CRM can help manage your new clients, read our article - .
The CRM tool offers the capability to create a personalized .
– A digital signature and document workflow platform that enables users to sign, send, and manage documents electronically in a secure and legally binding way.
– A service that allows receiving emails via HTTP, converting incoming emails into webhooks or API calls for seamless integration with applications.
& – A communication platform that provides SMS and voice call services, enabling automated messaging and calling features within your system.
– A verification system that allows checking the validity of VAT numbers for companies within the European Union, ensuring compliance in cross-border transactions.
– A Polish government database providing company and economic data, which can be used for business verification and reporting purposes.
