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!