{"id":8261,"date":"2023-11-13T13:14:04","date_gmt":"2023-11-13T13:14:04","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=8261"},"modified":"2025-11-26T09:47:26","modified_gmt":"2025-11-26T09:47:26","slug":"crm-comprehensive-guide","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/crm-comprehensive-guide\/","title":{"rendered":"CRM Comprehensive Guide"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]The CRM application in the system allows you to effortlessly manage your clients’ invoices, follow up with them, renew or suspend memberships, credit charges, and all other client-related issues. In the following tutorial, we will highlight all you need to know about the CRM app to start using it easily.<\/p>\n

\"\"<\/a><\/p>\n

From the main menu, click on \u201cClients.<\/strong>\u201d<\/p>\n

From the drop-down menu, click on \u201cCRM.<\/strong>\u201d<\/p>\n

\"\"<\/a><\/p>\n

This screen will appear, in the following lines you\u2019ll find out how to use it.[\/vc_column_text][vc_custom_heading text=”Client Search” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349018454{margin-left: 120px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]On the left side of the screen, you\u2019ll find your clients list, including the client\u2019s name, country, time, and date of the client registration.<\/p>\n

\"\"<\/a><\/p>\n

You can select the desired client to view their profile or search for the client.<\/p>\n

To search for a client, you can use the typical search methods (e.g., business name, client ID, phone, email) through the search bar on the top left of the screen or click on the \u201cfilter<\/strong>\u201d icon to use the following search filters:<\/p>\n

\"\"<\/strong><\/a><\/h3>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Add a New Client” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711350007231{margin-left: 120px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]From the CRM program, you can add a new client.<\/p>\n

Click on the \u201c+<\/strong>\u201d icon on the top left beside the filter icon.<\/p>\n

The add a new client screen will appear on the right side of the screen to fill in the client details and account details.<\/p>\n

 <\/p>\n

\"\"<\/a>[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1711348819169{margin-left: 200px !important;}”]<\/p>\n

Note: For more information about how to fill client and account details refer to the \u201cAdd a new client<\/a>” guide.<\/strong><\/p><\/blockquote>\n

[\/vc_message][vc_column_text]After filling in the client\u2019s details,<\/p>\n

Click \u201cSave<\/strong>\u201d on the top right of the screen.[\/vc_column_text][vc_custom_heading text=”Manage Clients” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349235355{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]You can manage your clients and perform all necessary actions from a single screen in the CRM application.<\/p>\n

The client’s screen includes the following options:<\/p>\n

\"\"<\/a>[\/vc_column_text][vc_custom_heading text=”Client Follow-Up” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349454050{margin-left: 120px !important;}”][vc_column_text]You can use this page to follow up with clients since you can choose the client’s status and required action, as well as the action’s date and time, and write\u00a0a note\u00a0if necessary in the text box.[\/vc_column_text][vc_custom_heading text=”Status” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349478867{margin-left: 120px !important;}”][vc_column_text]When you click on “Status<\/strong>,” a dropdown menu will appear from which you can select the client’s status and\u00a0whether the client requires: Follow-up \/ Interested \/ Served \/ Under Review \/ Archived. Both sticky statuses and normal ones will be displayed on the CRM screen as shown in the picture.[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1711348658117{margin-left: 200px !important;}”]<\/p>\n

Note: Statuses are customizable where you can add different statuses and colors<\/a>.<\/strong><\/p><\/blockquote>\n

[\/vc_message][vc_column_text]\"\"<\/a>[\/vc_column_text][vc_custom_heading text=”Action” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349606973{margin-left: 120px !important;}”][vc_column_text]Click on “Action” to select the action you’d like to assign\u00a0to the client from the dropdown menu: Follow-up call \/ Follow-up E-mail \/ Delivery \/ Reservation \/ Meeting.[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1711348523629{margin-left: 200px !important;}”]<\/p>\n

Note: You can customize and add any action needed, refer to the “Modify the action list<\/a>” guide for more details.<\/p><\/blockquote>\n

[\/vc_message][vc_column_text]\"\"<\/a>[\/vc_column_text][vc_custom_heading text=”Date & Time” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349727637{margin-left: 120px !important;}”][vc_column_text]Set the desired date and time for the selected follow-up.<\/p>\n

\"\"<\/a><\/p>\n

Your status and actions will appear at the end of the screen as shown in the picture and beside the client on the left side of the screen.[\/vc_column_text][vc_custom_heading text=”Invoices” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349749507{margin-left: 120px !important;}”][vc_column_text]Click on \u201cInvoice<\/a><\/strong>\u201d<\/p>\n

You\u2019ll find all the client\u2019s invoices, but to edit or view the full invoice details click on the desired invoice and you will be automatically redirected to the system.<\/p>\n

\"\"<\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Memberships” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349781984{margin-left: 120px !important;}”][vc_column_text]Select “Membership<\/strong><\/a>“.<\/p>\n

You can view all of the client’s memberships and the membership details:<\/p>\n

– The package to which the client has currently subscribed.<\/p>\n

– The package’s status, whether active or expired.<\/p>\n

– Join and Expiry dates.<\/p>\n

You will be redirected to the system to suspend or renew a client’s membership.<\/p>\n

\"\"<\/a>[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1711348394356{margin-left: 200px !important;}”]<\/p>\n

Note: <\/strong>If the “Membership” icon\u00a0does not appear, check that\u00a0the membership app is enabled<\/a> and the client has already subscribed\u00a0for a membership.<\/p><\/blockquote>\n

[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Credit Charge” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349814602{margin-left: 120px !important;}”][vc_column_text]This screen displays the client’s credit consumption, remaining credit, and credit type (Loyalty points \/ Membership).<\/p>\n

To view the client’s credit history, order a new package, or add a new credit charge you will be redirected to the system.<\/p>\n

\"\"<\/a>[\/vc_column_text][vc_custom_heading text=”Estimates” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349851548{margin-left: 120px !important;}”][vc_column_text]All estimates<\/a> related to a client will appear on this screen, it includes the details of your services or products with their estimated costs to potential clients.<\/p>\n

\"\"<\/a>[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1711348344775{margin-left: 200px !important;}”]<\/p>\n

Note<\/strong>: If you haven’t activated the [sales App<\/a><\/strong>] in your account or\u00a0the client doesn’t already have estimates on their profile, the “Estimate<\/strong>” icon will not display on the CRM page.<\/p><\/blockquote>\n

[\/vc_message][vc_custom_heading text=”Workflow” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711349885781{margin-left: 120px !important;}”][vc_column_text]All workflow projects will appear on this page where you can preview the project details (Title, client, status, start date).<\/p>\n

Ensure the workflow app is activated and a workflow project has been assigned to the client so that it displays on the CRM page.<\/p>\n

\"\"<\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]For further details, refer to the “Workflow<\/a>” and “Activating\/Deactivating a Workflow Cycle Type<\/a>” guides.<\/strong>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2126,5120],"tags":[4587,4586,4036,4589,4588],"class_list":["post-8261","user_manual","type-user_manual","status-publish","hentry","category-clients","category-crm","tag-client-search","tag-crm","tag-manage-clients","tag-memberships","tag-search-filters"],"yoast_head":"\nCRM Comprehensive Guide - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/crm-comprehensive-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Comprehensive Guide - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]The CRM application in the system allows you to effortlessly manage your clients’ invoices, follow up with them, renew or suspend memberships, credit charges, and all other client-related issues. 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