29 articles

Clients & CRM

Manage clients, pipeline, segments and portal.

  1. Creating a Client PipelineSet up deal stages and move clients through your workflow from inquiry to delivery.
  2. Getting started with the CRMLearn how to add clients, organize them with tags, and keep detailed notes in the creavio CRM.
  3. Getting started with the Deal PipelineTrack your leads, move deals through stages, and monitor your revenue with the creavio deal pipeline.
  4. Client Tags and SegmentsOrganize your clients with tags, create segments for targeted communication, and filter your CRM to find exactly who you need.
  5. Importing ClientsImport your existing client list into creavio using CSV upload with field mapping and deduplication.
  6. How to Add a New ClientLearn how to add a new client to your creavio CRM in just a few steps.
  7. How to Set Up Your PipelineCreate a visual sales pipeline to track deals from inquiry to booking.
  8. What is the CRM?Learn how creavio's CRM helps you manage client relationships, track activity, and keep every detail organized in one place.
  9. What is the Pipeline?Learn how creavio's pipeline gives you a visual way to track deals, leads, and client progress from inquiry to booking.
  10. Client Segments and TagsTag and segment your clients for targeted communication and smarter organization.
  11. Client Portal SetupEnable the client portal so clients can access galleries, invoices, contracts, and bookings in one place.
  12. Tracking Client ActivityThe activity timeline, notes, and communication history for every client.
  13. Bulk Client ActionsSelect multiple clients to email, tag, archive, or export in one action.
  14. Client Email HistoryView every email sent to a client in one place, including delivery status and open tracking.
  15. Duplicate Client DetectionHow creavio prevents duplicate client records and how to merge duplicates.
  16. Exporting Client DataExport your client list and session data to CSV for spreadsheets, accounting, or backup purposes.
  17. Client AutomationsTrigger automatic actions when clients are created, updated, or reach key milestones.
  18. Custom FieldsAdd custom data fields to client profiles to track the information that matters to your business.
  19. Client Activity LogTrack every interaction, email, payment, and event in a complete client timeline.
  20. Archiving ClientsArchive inactive clients to keep your CRM clean without losing any data.
  21. Client Notes & RemindersAdd notes to client profiles and set reminders for follow-ups and important dates.
  22. Referral TrackingTrack how clients find you and measure which referral sources drive the most bookings.
  23. Client ProfilesManage client details, history, and communication in one place.
  24. Lead TrackingFollow up on inquiries and convert leads into booked clients.
  25. Client TagsOrganize and segment your clients with custom tags.
  26. Managing ClientsAdd, edit, and organize your client contacts.
  27. Using the PipelineTrack deals from inquiry to booking.
  28. Client SegmentsGroup clients for targeted communication.
  29. Client PortalGive clients their own login to view bookings and galleries.