Client CRM

The Client CRM keeps every client of your business in one place: contact details, tags, custom fields, notes, documents, letters, forms, bookings and payments. Use it to know who your clients are, to fill in their records automatically from web forms and WhatsApp Flows, and to group them for broadcasts and automations. Open it from Clients in the main menu.

Available withCRM SuiteIncluded in the Complete plan.Plans and modules

What you can do

Client listSearch and filter clients, tag them in bulk, merge duplicates and export.→Client detailsAdd a client, edit the profile and work with the profile tabs.→Bulk import clientsBring your existing client list in from a CSV file.→Client notesWrite notes, reuse note templates and share notes with clients.→Client documentsAttach files and charts to a client record.→Client lettersGenerate letters from templates with client and business details filled in.→Client formsAssign a form to a client and send it by WhatsApp, email or SMS.→Client portalLet clients log in to see their bookings, orders and profiles.→Field labelsRename client fields to match the words your business uses.→Manage data listsMaintain client tags, referral sources and other lists.→Data exportsDownload the client, form and response exports you requested.→FormsWeb forms and WhatsApp Flow forms that create and update clients.→SitesBuild and publish a website for your business.→Segmentation and broadcastsGroup clients by tags, age and activity, then message them.→

Clients and contacts

A client is a customer record in the CRM: it holds profile details, bookings, invoices, forms and notes. A contact is a conversation record in the team inbox (a WhatsApp number, Instagram account and so on). A client is linked to a contact by phone number, so you can open the chat from the profile with Start Chat.

tip

Clients are also created for you: when someone books online, buys from your store, or submits a public web form or a WhatsApp Flow form that collects client details.