Client Profiles & CRM

Complete CRM system for managing client relationships.

Client Types:

• B2C (Consumer) - Individual homeowners
• B2B (Business) - Trade customers, designers, builders

Creating Client Records:

1. Clients → New Client
2. Select client type
3. Enter information:
   • Name/Company name
   • Contact person (B2B)
   • Email, phone, mobile
   • Address details
   • Lead source
   • Tags for categorization

Profile Tabs:

Overview:

• Contact information (click-to-call/email)
• Lead score and funnel stage
• Quick stats: Total projects, revenue, last contact
• Lifetime value calculation

Projects:

• All quotes and jobs for this client
• Status and value of each
• Quick access to details

Activity:

• Complete timeline of interactions
• Emails, calls, meetings, quotes
• Notes and follow-ups

Documents:

• Uploaded files and attachments
• Generated quotes and invoices
• Measurement sheets

Dynamic Tags:

• Add custom tags to clients
• Filter by tags in client list
• Tags auto-populate from your data
• Use for segmentation and organization