Client CRM is a central repository for all your prospects and clients. It tracks communication history, pipeline stages, and important details, helping you stay organized.

Core CRM Features

• Contact management
• Pipeline stage tracking
• Communication history
• Task and follow-up integration

How to Add a Client

1. 1

   Go to CRM

   Navigate to the Client CRM section.

2. 2

   Click 'Add Client'

   Enter the client's name, company, and contact details.

3. 3

   Set Pipeline Stage

   Choose the current stage (e.g., Lead, Qualified, Proposal Sent).

4. 4

   Save

   The client will appear in your CRM list.