CRM

The CRM area is where you capture new business, track it through your sales process, and manage the customers you've already won.

What it does

Suite splits customer-facing work into two connected screens: Lead for prospects you're still working to close, and Clients for customers you've already signed. A lead can be converted into a deal, worked through a visual sales pipeline, and once won, turned into a client record with its own project and billing history.

Key screens

Lead list — every prospect with name, company, source, and status. Buttons for Create, Edit, and Import (bring in a spreadsheet of leads).

Lead profile — a Notes tab for logging calls and emails, and a Deals tab showing any deals opened from this lead. A Convert to Deal action moves a qualified lead into your pipeline.

Deals pipeline (Kanban board) — deals shown as cards grouped into columns by stage (for example New, Contacted, Proposal Sent, Won, Lost). Drag a card to a new column to change its stage. Each deal card opens to show its value, Change Status, Follow-ups, a Proposals tab, and a Files tab for attachments.

Clients list — every signed customer, organized into Categories and Sub-categories you define.

Client profile — shows the client's project count, deal history, and finance totals at a glance, plus tabs for Contacts, Docs, and password-protected Notes.

Settings (under CRM) — configure Lead Source, Lead Stage, Pipeline, Category, Custom Form fields, and sales Agent assignments.

Step-by-step: common tasks

Add a new lead

1. Go to Lead and click Create.
2. Enter the contact's name, company, source (how you found them), and assign an agent.
3. Save. The lead appears in your Lead list.

Move a lead through the pipeline

1. Open the lead and click Convert to Deal, or create a deal directly from the Deals board.
2. Set a deal value and starting stage.
3. As you work the deal, drag its card across the pipeline board to the next stage.
4. Use Change Status when a deal is Won or Lost.

Turn a won deal into a client

1. Once a deal is marked Won, convert the associated lead into a Client.
2. Fill in the client's category, contacts, and any onboarding documents under the Docs tab.
3. The client now shows up under Clients with its own profile page.

Import leads in bulk

1. Go to Lead and click Import.
2. Upload your spreadsheet (Excel format) mapped to the lead fields.
3. Review and confirm the import.

Attach a proposal to a deal

1. Open the deal and go to its Proposals tab.
2. Create or attach a proposal document.
3. Track it alongside the deal until it's approved or declined.

Tips

• Use Lead Source consistently (website, referral, cold call) so your Sales Report actually tells you which channels perform.
• Set up a Pipeline with stages that match how your team actually sells — fewer stages means less friction dragging cards.
• Add Notes on every call so anyone on the team can pick up a lead without starting from scratch.
• Categorize clients (for example by industry or account size) so you can filter and report on them later.
• GDPR consent can be tracked directly on lead and client records if you operate in a region that requires it.