CRM Guide
The CRM helps you manage your leads just like a professional sales team. This guide shows you how to use the pipeline and track your success with every lead.
Visual CRM
The kanban style board for your deals.
Kanban View: Drag and drop your leads across different stages of your pipeline manually or through automation.
Deal Cards: Every lead is a visual card showing their name, company, and the last time you spoke with them.
Stage Management: Easily move prospects from 'Lead' to 'Client' as you close deals.
Clean Interface: Designed to look like a modern board, giving you a clear view of your entire business pipeline.
Growth tip
"Use the Visual CRM to see which leads are close to closing. This helps you focus your energy on the right people at the right time."
Pipeline Stages
Track the journey from lead to client.
Custom Stages: Your pipeline starts with 'Search' for new leads and ends with 'Closed' for successful deals.
Success Tracking: Monitor how many leads are stuck in each stage to improve your sales process.
Real-time Progress: The status of your leads updates instantly when you move them to a new stage.
Global Visibility: See exactly where every single lead sits in your sales journey at a glance.
Growth tip
"If a stage has too many leads, it means you need to follow up with them. Keep the pipeline moving to increase your sales."
Lead History
Track every interaction and message.
Activity Log: Every time you move a lead or send an email, the system saves it in their personal history log.
Contact Details: Store extra info about each lead, like their company size, location, and specific needs.
Safe Storage: All your lead data and notes are stored securely in your private vault in the cloud.
Easy Lookup: Quickly search for a lead's name to see everything that has happened with them during your work.
Growth tip
"Check the lead history before sending a new email. This helps you write better, more personal messages that get more replies."
Ready to manage your leads?
The CRM is the heart of your outreach strategy. By keeping your pipeline clean and moving, you'll see better results and more satisfied clients every week.