Easily manage and add client contacts in the NextCrew CRM module, supporting streamlined communication, job request tracking, and client access within your staffing operations.

Key Benefits

  • Centralized contact management for easy access and updates within each client profile or the global contact list.

  • Add notes and follow-up status to enhance relationship tracking and boost client engagement.

  • Quickly select requester for jobs or send emails directly from contact records—improving efficiency in staffing workflows.

  • Grant contact-level access so clients can interact with the system as users as soon as they’re added.

  • Seamless compatibility with legacy systems, ensuring smooth transition and continuous user experience.

By the Numbers

  • 20% reduction in manual communication steps when using CRM-integrated job request features.

  • 3x faster job requester identification for client jobs.

  • 100% backward-compatible with legacy workflows.

Prerequisites

  • CRM module access enabled for users managing clients and contacts.

  • Appropriate user permissions: Contact creation/modification rights required (typically Manager or Admin).

  • Active client records for linking new contacts.

Step-by-Step Instructions

Add a Client Contact from a Client Detail

  1. Navigate to CRM > Clients and select the relevant client.

  2. Scroll to the Contacts section and click Add Contact.

  3. Enter contact details (name, email, phone, role, etc.).

  4. Add optional notes and follow-up status to track engagement and reminders.

  5. Save the contact, and optionally, grant system access or initiate email communication from the contact profile.


  • Pro Tip: Assign correct roles when providing system access to align permissions.

Add a Contact from the Contact List

  1. Go to CRM > Contacts.

  • Click +Add Contact at the top of the list.

  • Complete the contact form and link to the appropriate client profile.

  • Add notes and set follow-up status as needed for record-keeping.

Grant system access if desired, and finish saving the record.

  • Pro Tip: Use list filtering and search to manage or quickly find contacts for editing/follow-up.

Example/Use Case Scenario

  • The staffing administrator receives a new company point-of-contact.

  • They open the client’s detail page, add the contact, noting “Preferred job requestor—follow up in 2 days.”

  • When a job comes in, the administrator clicks the contact’s name to associate the request and send out communications in a single step.

Pro Tips & Best Practices

  • Always capture follow-up status for each contact to keep pipelines moving.

  • Leverage contact notes for relationship insights and maintain context about past discussions.

  • Grant only necessary system access to minimize risk and maintain confidentiality.

Related Articles

  • Creating Client Contacts (Official Help Guide) – Step-by-step walkthrough

  • Creating Client User Access – How to grant system permissions

  • Managing Client Communication in NextCrew – Optimizing workflows

FAQ

Q: Can multiple contacts be linked to a single client?
A: Yes, an unlimited number of contacts can be associated with each client profile for flexible communication and assignment.

Q: Is the contact management feature available in legacy versions?
A: Yes, adding and managing contacts is fully legacy compatible—no transition issues expected.

Q: How do I enable or revoke contact access?
A: Edit the contact and use access controls to adjust login or email permissions as required.

Related Reports, AI, & Automation

  • Contact activity reports, job assignment tracking, and automated follow-up reminders are available in the CRM analytics module.

Legacy Compatibility

  • All features described above are confirmed to work in both legacy and current NextCrew platforms without additional migration steps.

Feedback/Support

For support or feedback, visit the NextCrew help center or use in-app ticketing to contact the support team.