> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/product-guides/client-crm.md).

# Client CRM

- [Bulk Import Clients](https://help.whautomate.com/product-guides/client-crm/bulk-import-clients.md): This guide explains step-by-step instructions on bulk importing clients into Whautomate platform.
- [Client Details](https://help.whautomate.com/product-guides/client-crm/client-details.md): This guide explains the manual steps on adding or editing of clients within Whautomate pltform.
- [Client Notes](https://help.whautomate.com/product-guides/client-crm/client-notes.md): This guide provides detailed steps on adding various notes to clients within Whautomate platform.
- [Client Documents](https://help.whautomate.com/product-guides/client-crm/client-documents.md): This guide provides detailed steps on attaching documents within Client profile in your Whautomate account.
- [Client Letters](https://help.whautomate.com/product-guides/client-crm/client-letters.md): This guide provide step by step instruction on generating letters using Letter Templates for clients in your Whautomate account.
- [Client Forms](https://help.whautomate.com/product-guides/client-crm/client-forms.md): This guide provides step by step instructions on assigning forms to your clients and request them to be filled on WhatsApp, Email or SMS in your Whautomate account.