• Adding and Managing Email Templates

  Emails are commonly sent during the work routine. This workflow can be optimized by adding email templates for the scenarios you encounter regularly.Popular

• Sending a template E-mail/SMS to a client

  You can send an estimate, an invoice or a payment reminder to a client with just a few clicks due to already created email templates. 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 clSome readers

• Adding and Managing Programmed Messages

  Programmed messages are automatic client follow-ups 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. Programmed messages can be automatic (used when you want to send emails or SMS messages) or manual (when you want to be reminded about phone calls or mails). To create and schedule a programmed message, navigate to the "Programmed MessSome readers

• Adding and Managing SMS Templates

  SMS is a great way for for client notifications. You can use the SMS option for various processes - for instance, when you send an estimate for approval, reschedule the appointment, etc.Some readers

• Creating and Sending Newsletters

  Useful both for marketing and client retention needs, newsletters are an easy way to announce special deals, offer discounts, send reminders, etc to a preffered pool of clients. To filter out the group you want to send the newsletter to, fill in the “Filter” available on the left side of the window. You can filter your list based on date range, client type and by the methodSome readers

• Clients List

  In the “Client List” section you can view the list of the existing clients with their details. This powerful module is designed to improve efficiency and productivity by simplifying the management of customer data. The module offers a range of benefits to businesses of all sizes, including improved efficiency and productivity, more streamlined customer data management and easy access to customer data from anywhere with internet access. To access the section, navigate to the “Client LisSome 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 (Leads, Estimates or Invoices), Follow-up Status and Follow-up Type. When you click on the preferred entity in the "Profile" column, you will be forwarded to the client’s estimate page (-E), WorkoFew readers

• Types of variables in templates

  There are a few types of variables, used by the system. Let's call the first one 'GENERAL' for convenience. You can use variables from this group within Email Templates sent from the Client profile because they are attached to the constant information, which is your client's and company's profiles. Those variables are marked in : On the other hand, variables associated with *Few readers

• "Notes" Section on Client's Profile

  On the client's profile you can access the list of all the activities that have been carried out regarding the client. You can also manually add notes and files to the client's profile to keep track of various activities. Adding a Note To add a note, fill out the text in the "Update Client Notes" field and click "Post". If you want to add a file, click on the "File" icon. Note that you can add a file without the need to add text. (https://storage.crisp.chat/users/helpdeskFew readers

• Client Profile on the Web

  After adding a client, you can access the client profile where you can see the client information, do estimation, contact the client via email or SMS and do so much more! To access the client profile you can either use the "Live search" or find the client in the "Clients List" sectionFew readers

• Adding a New Client on the Web

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

• Editing Client Information

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