Adding a new client in NextCrew is a streamlined process that helps your team stay organized, track client information, and proactively manage relationships. With detailed fields and built-in CRM tools, you can centralize data, assign account owners, and set follow-up reminders—all in one place.
Key Benefits
Centralizes all client details in one profile for efficiency and accuracy.
Enhances team collaboration through assigned account managers and follow-up tasks.
Improves client satisfaction with clear communication of preferences and requirements.
Provides a structured way to track account health, lead sources, and growth opportunities.
By the Numbers
30% fewer missed follow-ups when tasks and reminders are used.
2x faster onboarding by storing all client contacts, documents, and preferences in one place.
Improved retention rate by consistently documenting policies, procedures, and preferences.
Prerequisites
Access to the CRM Module in NextCrew.
Appropriate role permissions (see below).
Client data and basic company details available.
Permission & Configuration
Required Role: Managers or Administrators can create new clients.
To assign permission: Go to Settings > Staff > Roles > Edit > Enable “CRM: Add Client.”
Configuration Tip: Ensure “Contact Management” and “Documents” features are enabled under Admin Console > Feature Flags to maximize profile completeness.
Step-by-Step Instructions
1. Start a New Client Profile
Navigate to the CRM section in NextCrew.
Click Add New Client.
2. Complete Essential Client Fields
Fill in the following fields to build a strong client record:
Account Status: Active, Inactive (tracks engagement status).
Account Type: Commercial, Residential, Hospital, Facility, etc. (categorizes client size or type).
Lead Source: Referral, Website, Event, Cold Call, etc. (shows origin of the relationship).
Follow-up Status: Next step, e.g., Schedule demo, Send proposal, Awaiting contract.
Assigned Team Member: Designates who manages this client.
Address: Street, City, State, Zip, Country.
Social Media Information: LinkedIn, Facebook, Twitter, Website.
Contacts: Name, Title, Email, Phone, Role. (Tip: Add multiple contacts such as billing and decision makers).
Line of Business: Track industry or service category.
3. Enhance the Profile with Additional Details
Follow-Up Tasks: Create reminders for calls, demos, or proposals. Always set due dates.
Documents: Upload contracts, compliance forms, proposals, or agreements.
Notes: Add client discussions, meeting insights, or preferences.
Policies and Procedures: Log client-specific rules (e.g., parking, uniform, site-specific instructions). These are visible to crew members.
Crew Preferences: Indicate crew members the client prefers or wishes not to work with.
4. Review and Save
Double-check accuracy of all information.
Click Save or Create Client to activate the profile.
Example/Use Case Scenario
A staffing manager meets a potential healthcare facility lead at an expo.
They enter the client into NextCrew with Lead Source = Event and assign “Demo Scheduled” as the follow-up status.
The manager uploads their request for proposal into Documents and assigns the account to a sales executive.
Notes are added about the client’s preferred shift schedules.
Within minutes, the facility is set up and ready for outreach.
Pro Tips & Best Practices
Keep Information Updated: Regularly refresh client contacts and details to avoid outdated records.
Use Tasks Strategically: Set clear due dates and assign tasks to ensure no follow-up is missed.
Centralize All Documents: Upload paperwork as soon as it’s received to keep the file comprehensive.
Update Preferences Promptly: Keep crew rules and preferences current to maintain satisfaction.
Related Articles
How to Assign a Team Member to a Client – Steps for delegating client ownership.
Managing Client Documents – Best practices for centralizing documentation.
Using Follow-Up Tasks in NextCrew – Automating reminders for client engagement.
Client Preferences for Crew Assignments – How to set rules for shift staffing.
FAQs
Q: I don’t see the option to add a new client. Why?
A: You may not have the correct role or CRM permissions. Check with your Administrator to enable the “Add Client” feature under CRM.
Q: Can I add more than one contact for the same client?
A: Yes, multiple contacts can be added (e.g., decision makers, billing, HR).
Q: Are policies I add visible to the crew?
A: Yes, policies and procedures become visible to crew members when applying for shifts.
Related Reports, AI, & Automation
CRM Pipeline Report: Tracks new leads, conversions, and open follow-ups.
Client Activity Dashboard: Monitors engagement level by account.