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Client View and Actions

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The Client View in SmartCRM centralizes all key information about a customer, enabling quick access to communication tools, tasks, events, and engagement history.

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  1. Go to the Clients tab in SmartCRM.
  2. Use the search bar to find specific clients by name, email, or phone.
  3. Apply filters to refine the list (e.g., Active vs. Prospect).
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Switch between grid and list views for better visualization of client data.

Key Actions in the Client View​

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Send an Email or SMS​

  1. Select a client to open their profile.
  2. Use the E-mail or SMS buttons to initiate communication.
  3. Choose a template or compose a custom message.
  4. Send the message directly from SmartCRM.
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Templates can include personalized variables such as the client’s name, company, or last interaction.

Add Quick Notes​

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  • Use the Quick Notes section in the client’s profile to:
    • Save important information about upcoming meetings.
    • Record follow-up actions or observations.

Example:

Meeting scheduled on Jan 14 at 4:30 PM to discuss chatbot solutions and data analysis services.
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Notes are automatically saved and visible to all team members with access.

Track Engagement and Events​

Engagement Score​

  • The Engagement Score reflects how actively the client interacts with your services.
    • Example: Opening emails, attending meetings, or completing forms.

Events​

  • View all events related to the client, such as:
    • Website navigation history.
    • Chat interactions.
    • Completed SmartForms.
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Tracking engagement helps prioritize high-potential clients for follow-up.

Managing Tasks​

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  1. Assign tasks directly from the client’s profile:
    • Example: "Follow up on proposal sent on Jan 10."
  2. Set due dates and reminders.
  3. Track task status to ensure timely follow-up.
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Incomplete tasks can delay important follow-ups. Regularly check the task list to avoid missed opportunities.

Example Use Case​

Scenario: Improving Customer Retention​

  1. You notice a drop in engagement score for a client.
  2. Review the client’s activity log:
    • No recent interactions for the past two weeks.
  3. Send a personalized email with a special offer to re-engage them.
  4. Assign a follow-up task to call the client if they don’t respond within three days.
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The combination of engagement tracking, quick notes, and task management ensures no client falls through the cracks.