Client Management
Effective client management is at the heart of SmartCRM. Learn how to organize, track, and nurture your client relationships for maximum business growth.
Adding New Clients
Click 'Add Client' button and fill in the required fields: full name, phone number, and email. Optional fields include address, company affiliation, notes, and custom tags. You can also upload client documents and photos for easy reference.
Client Profiles
Each client profile contains complete interaction history, contact information, associated company details, visit records, and notes. Access client profiles by clicking on any client name from the clients list. Edit information anytime by clicking the edit icon.
Search and Filter
Use the search bar to quickly find clients by name, phone, or email. Apply filters to view clients by status, company, last visit date, or custom tags. Save your favorite filter combinations for quick access later.
Client History
View complete interaction timeline including all visits, phone calls, emails, and notes. The history is automatically tracked with timestamps and user attribution. Add manual entries for interactions outside the system.
Bulk Actions
Select multiple clients to perform bulk actions like assigning to a team member, adding tags, exporting data, or sending notifications. This saves time when managing large client lists.