CRM

CRM is where you keep everyone you work with: the people, the companies they belong to, the work you hope to win and the questions clients send you. Find it under CRM in the sidebar.

Start hereCopy Anchor Link

1. Add a contact for each person you work with, or import your list from a spreadsheet.
2. Create a deal for work you hope to win, and move it along your pipeline until it is won or lost.
3. Share a lead form on your website, so new enquiries arrive as contacts or deals on their own.

Everything in CRMCopy Anchor Link

Contacts

• Add a contact
• Work with a contact: notes, tasks, email and history
• Find and update contacts: filters, saved views, quick edits and bulk changes
• Contact custom fields
• Import and export contacts

Accounts

• Accounts: companies, their people and billing defaults
• Retainers, hour banks and session packs
• Client devices and logins

Deals

• Track deals in your pipeline
• Create a deal
• Work on a deal

Forms

• Create a form
• Share or embed a form
• Review form responses

Tickets

• Tickets: take in and create client requests
• Work on a ticket
• Ticket settings: reply targets and auto-assign

Moving from another tool

• Import deals and move from another tool