Customer Enquiry Screenshots

Clients

Here we see a list of all the clients in the CRM.  Add clients at any time and search records by using the filter panel.  If you collect information about your customers that is not shown here, you can use Dynamic Properties to add as many fields to your CRM Client record as you need to.

Creating a client

This is the form used to add a new client to your CRM.  When you add new fields using Dynamic Properties they will appear here for you to fill in.  You can also re-order the fields or re-name existing ones to suit.

Address

Multiple contacts can live or work at an address so addresses are entered into the CRM separately and clients are attributed to an address or vice versa.