# Client CRM

- [Bulk Import Clients](/product-guides/client-crm/bulk-import-clients.md): This guide explains step-by-step instructions on bulk importing clients into Whautomate platform.
- [Client Details](/product-guides/client-crm/client-details.md): This guide explains the manual steps on adding or editing of clients within Whautomate pltform.
- [Client Notes](/product-guides/client-crm/client-notes.md): This guide provides detailed steps on adding various notes to clients within Whautomate platform.
- [Client Documents](/product-guides/client-crm/client-documents.md): This guide provides detailed steps on attaching documents within Client profile in your Whautomate account.
- [Client Letters](/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](/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.