CRM

Manage client relationships with statuses, priorities, health scores, and contact tracking.

Open CRM#

Click CRM in the sidebar.

Client List#

The main page shows all clients with search and filter options.

Client Properties#

Each client has:

• Name — Client contact name
• Company — Company name
• Email — Contact email
• Phone — Phone number
• Status — Current relationship status
• Priority — Business priority level
• Health Score — Relationship health indicator
• Last Contact — Date of last interaction

Client Statuses#

• Prospect (Grey) — Potential client, no active work
• Active (Green) — Currently engaged
• Inactive (Yellow) — Previously active, now dormant
• Churned (Red) — Left or ended relationship
• On Hold (Orange) — Temporarily paused

Client Priorities#

• VIP (Purple) — Key strategic accounts
• High (Red) — Important accounts
• Medium (Blue) — Standard accounts
• Low (Grey) — Low-engagement accounts

Create a Client#

1. Click New Client
2. Fill in the client details (name, company, email, phone, status, priority)
3. Click Save

Client Detail Page#

Click a client in the list to open their detail page. The detail view shows:

• Full client profile
• Client Sidepanel with additional actions and notes
• Activity history

Client Workspaces#

Clients can be given limited workspace access (client access mode). In this mode, they only see:

• Chat — With channel list
• Files — Shared folders only

Clients cannot access tasks, calendar, whiteboard, or financial modules.

Date Display#

Last contact dates display relative to today:

• "Today"
• "Yesterday"
• "X days ago"
• Full localized date (for older dates)

Permissions#

Client access depends on your role:

• create — Add new clients
• read — View client list and details
• update — Edit client information
• delete — Remove clients
• invite — Invite clients to the workspace
• export — Export client data

See Roles & Permissions for details.