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Customers

CRM Customers​

The Customers module is designed to manage customer information, track interactions, and maintain communication history efficiently. It provides a centralized place to store and update customer data and monitor related activities such as tickets, tasks, and communications.

Managing Customers​

  1. Click on the Customers menu to view the list of all customers.

  2. The customer list is displayed with default filters such as Customer Created, Customer Type, etc.

CRM - All Customers

  1. To add a new customer, click the “+” icon located at the top-right corner.

  2. This will open a form where you can enter the customer’s details.

CRM - Add Customer

  1. Fill in all the required fields and choose either Save or Save and Send via WhatsApp.

  2. Upon successful saving, a success message will appear on the listing page.

  3. If there is any issue during the save process, an error message will be displayed on the screen.

Customer Profile​

The Customer Profile page provides a detailed view of the customer’s information, including their interactions, communications, and related records. It allows users to manage all activities and history associated with each customer.

Accessing the Customer Profile​

  1. Click on the customer name from the list to open the Customer Profile page.

  2. The profile page is divided into three main sections for easy navigation and management.

CRM - Customer profile

Left Panel​

Displays complete customer details with an editable option to update information as needed.

Middle Panel​

The middle panel includes several tabs for managing customer-related activities and records:

Overview: Displays both active and completed activities of the customer.

History: Shows a complete timeline of the customer’s interactions and updates.

Tickets: Allows management of tickets associated with the customer.

Notes: Enables users to create and manage notes related to the customer.

Tasks: Facilitates the creation and tracking of tasks related to the customer.

Logs: Stores and manages call and meeting logs related to the customer.

Deals & Quotes: Manages deals and quotes associated with the customer.

WhatsApp: Allows sending and managing WhatsApp messages directly to the customer.

Email: Enables sending emails to the customer’s registered email address.

Right Panel​

The right panel provides quick access to communication and summary sections through the following tabs:

Comments: Used to post, view, and manage comments or replies related to the customer.

Summary: Provides a summarized view of the customer’s overall details and performance.

Details: Displays and manages Deals, Quotes, and Billing Information linked to the customer.