Everything about your clients lives in CRM: who they are, who you deal with there, what you charge, what they can see, and which Crew they want. Learn it in the order below. Each guide builds on the one before.
Learn it in this order
| 1 | Add a new client. Everything else hangs off the client record, so start here. |
| 2 | Add and maintain client contacts. Orders, approvals and invoices go to people, not companies. |
| 3 | Set up client rates. Get bill rates right before the first order comes in. |
| 4 | Set up parent and child clients. Only if a client has more than one site. |
| 5 | Give your client access to the portal. So they can order staff and approve timesheets themselves. |
| 6 | Get new clients using NextCrew. A login alone doesn't change habits. This is how clients actually start using it. |
| 7 | Track preferred and do-not-return Crew. Send each client the people they want, and keep away the ones they don't. |
| 8 | Record a client incident. When something goes wrong on a shift, put it on record the same day. |
Win and keep clients
Manage prospects and build a pipeline: track future clients from first contact to first order.
Nurture existing clients: a simple routine that keeps your best clients close and spots the ones drifting away.
See what your clients see
Your clients have their own help library. Read the client quick start once, so you know exactly what they see when they sign in and what they'll ask you about.
Other ways people ask this
- How do I use the CRM?
- Where do I start with clients?
- How do I set up a new client?
- How do I give a client a login?
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article