Manage clients, track interactions, and build stronger customer relationships.
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Access the CRM from the main navigation menu. The CRM dashboard displays: Total active clients, Recent interactions, Upcoming follow-ups, Client lifetime value, Contact segments. This is your central hub for managing all customer relationships.
Add clients individually or bulk import from CSV/Excel. For each client, capture: Full name and company, Email address and phone number, Physical address, Industry and business type, How they found you (source), Assigned account manager, Tags and custom fields. Rich client profiles enable personalized service.
Use tags to categorize clients: VIP or high-value clients, Industry or service type, Geographic location, Active vs. inactive status, Custom categories relevant to your business. Create segments for targeted communication and reporting.
Log every client touchpoint: Phone calls and their outcomes, Email communications, In-person meetings and notes, Support tickets and resolutions, Purchase and transaction history. Interaction history provides context for better service and helps team members stay aligned.
Never miss a follow-up with automatic tasks: Schedule calls and meetings, Set proposal follow-up reminders, Create onboarding task sequences for new clients, Assign tasks to team members, Receive notifications before deadlines. Consistent follow-up improves retention and sales.
Manage potential sales opportunities: Create deal records for each sales opportunity, Track deal stage (lead, qualified, proposal, negotiation, closed), Assign deal value and probability, Set expected close date, Link deals to contact records. Visualize your pipeline with Kanban boards.
Access complete transaction history for each client: All invoices and payments, Products/services purchased, Total revenue and average order value, Payment behavior (on-time vs. late), Outstanding balances. Use purchase data to identify upsell opportunities.
Extend client records with custom data fields: Industry-specific information, Custom preferences and requirements, Internal notes and ratings, Contract renewal dates, Referral sources. Custom fields help you capture what matters for your business.
Analyze your client base with reports: Client acquisition trends over time, Revenue by client segment, Client lifetime value rankings, Churn and retention rates, Sales team performance, Most profitable clients. Use insights to improve targeting and service.
Track sales opportunities, forecast revenue, and close more deals.
Complete step-by-step guide to create, customize, and send your first professional invoice with Nubeso.
Work together effectively with shared tasks, messages, and project updates.