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• Adding and Managing Email Templates

  During your work routine you may find yourself sending out the emails on recurring topics. This workflow can be optimized by adding email templates for the scenarios you encounter regularly. To add a template, expand the Clients section on the sidebar and click on Email Templates: Click on the "Plus" icon in the top right corner and compose the message in the pop-up window that appears: ![](hVery popular

• Sending a template E-mail to a client

  Send an estimate, an invoice or a payment reminder to a client with just a few clicks. Email templates are available right in the client profile and allow to save time on composing case-specific messages. To send a template email, open the client profile and click tVery popular

• Adding and Managing SMS Templates

  SMS is a great supplementary channel for client notifications. You can trigger an SMS during various processes - for instance, when you send an estimate for approval, reschedule the appointment etc. Since you are most likely to encounter similar scenarios in your workflow, creating a template for SMS notifications may come in handy. To proceed, navigate to the Clients section and click on SMS Templates: ![](https://storage.crisp.chat/users/helpdesk/website/4bd4ccc7bba67c00/image_1wjyPopular

• Adding and Managing Programmed Messages

  Programmed messages are automatic client follow-ups which are triggered when certain conditions are met. An example of such a message would be sending an SMS to the client when the payment is due, a follow-up to an estimate every 7 days etc - the scenarios may vary. To create and schedule a programmed message, expand the Clients section on the sidebar and click on Programmed Messages: Click on thPopular

• Sending Newsletters to Clients

  Reach out to a selected pool of clients with the help of the Newsletters feature. Used both for marketing and client retention needs, newsletters is an easy way to announce special deals, offer discounts, send reminders etc. To send a newsletter, first expand the Clients section and click on the Newsletters tab: Then, use the filter to select the recipients of the newsletter: ![](https://stPopular

• Creating and Sending Newsletters

  Using the Newsletters feature will help you reach out to a selected pool of clients. Used both for marketing and client retention needs, newsletters are an easy way to announce special deals, offer discounts, send reminders, etc. To send the newsletter, please use the “Filter” to filter out the group you want to send it to. You can filter your list based on date, client type and by the method (Leads, EstimatSome readers

• Client List

  In the “Client List” you can view the list of the existing clients with their names, telephone number, address, and their priority status type. To find a specific client, please fill out their name, phone number, address or any other details you remember in the “Search” bar. Alternatively, you can search for the clients in the “Live Search”. ![](https://storage.crisp.chat/users/helpdesk/website/4bd4cSome readers

• Follow-up Module

  Follow-up module helps you to have a quick view of your existing client list that needs follow-up. You can filter your desired client list based on the module, status, and type. To filter based on the module, please click on the “Select Module” icon and choose from the drop down menu. To filter based on the sFew readers

• Creating a New Client

  Learn how to add a new contact to your clients' list and create a new project.Very popular

• Editing Client Information

  Edit the client's name, type, contact details and address to keep the contact up-to-date.Popular