Adding a client in NextCrew is a streamlined process that helps your team stay organized and proactive. This guide walks you through each step, highlights key fields to complete, and suggests best practices for maximizing your CRM’s potential.
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 required and recommended fields:
A. Account Status
Options: Active , Inactive, etc.
Purpose: Track if the account is active.
B. Account Type
Options: Commercial, Residential, Hospital, Facility etc.
Purpose: Track to see the size of the account.
C. Lead Source
Field: “How you got the account”
Examples: Referral, Website, Event, Cold Call, etc.
D. Follow-up Status
Field: “Next Step”
Examples: Schedule demo, Send proposal, Awaiting contract, etc.
E. Assigned Team Member
Field: “Assigned To”
Purpose: Specify who from your company manages this account.
F. Address
Fields: Street, City, State, Zip, Country
G. Social Media Information
Fields: LinkedIn, Facebook, Twitter, Company Website, etc.
H. Contacts
Fields: Name, Title, Email, Phone, Role
Tip: Add multiple contacts if needed (decision makers, billing, etc.).
I. Line of Business
Field: Industry or Service Category. Great way to track how each line of business is doing.
3. Enhance the Profile with Additional Details
A. Follow-Up Tasks
How: Use the “Tasks” or “To-Do” section to create reminders for calls, meetings, or actions.
Best Practice: Set due dates and assign to team members.
B. Documents
How: Upload contracts, agreements, or important files to the “Documents” section.
C. Notes
How: Add notes about conversations, preferences, or special considerations.
D. Policies and Procedures
How: In the designated section, add any client-specific instructions (parking, directions, uniform, etc.).
Visibility: These are visible to your crew when they apply for shifts.
E. Crew Preferences
How: Indicate which crew members the client prefers or does not prefer.
Purpose: Ensures optimal client satisfaction and crew assignment.
4. Review and Save
Double-check all entered information for accuracy.
Click “Save” or “Create Client.”
Pro Tips for Success
Keep Information Updated: Regularly update status, contacts, and notes.
Leverage Tasks: Use tasks to stay on top of follow-ups and deadlines.
Centralize Documents: Store all client-related files in one place for easy access.
Communicate Preferences: Keep crew preferences and policies current to avoid miscommunication.
By following these steps, you’ll ensure every client record in NextCrew is complete, actionable, and ready to help your team deliver outstanding service!