CRM
People, follow-ups and activity
Every caller becomes a person in the CRM, with calls, notes, tags, follow-ups and a stage.
People
People lists everyone who called, chatted or came in through a form, grouped as Leads, Customers and Inactive, or as a board by stage. Drag a card to move a person to another stage; edit the stages with Edit pipeline.
A person's page has tabs with counts: Activity timeline, Calls, Appointments, Follow-ups.
What calls add
- Tags from the call (for example quote request, urgent), merged with the ones already there.
- A dated line in Notes: 24 Sep, phone call: prefers a morning visit.
- A follow-up when your team must act, showing when it was added and which call it came from.
Duplicates
Two people with the same phone or email show under Needs a look. Merge keeps one person with all the calls, activity, follow-ups, appointments, tags and notes.
Activity
Activity is the whole log, newest first. Filter by phone calls, website chats, appointments, new leads or notes, by dates, or search for a name, a number or a word. Each line opens its person.