3.2 CRM

The CRM (Customer Relationship Management) feature in Agency Handy allows agencies to manage both Leads and Clients effectively. Through this feature, users can add, track, and transition leads into clients, streamlining the entire client lifecycle.

What:

This feature lets users manage Leads and Clients separately under two tabs, enabling a clear distinction between prospects (Leads) and existing customers (Clients).

Purpose:

• To organize and track sales pipelines effectively.

• To transition leads to clients seamlessly while maintaining all relevant information.

• To manage client relationships and maintain a centralized database for better efficiency.

Pre-conditions:

• Users must have an active Agency Handy account.

• Users must have the necessary permissions to access and use the CRM feature.

Steps to Use :

1. Access the CRM Tab:

   • Log in to your Agency Handy account.

   • Navigate to the CRM section from the left sidebar.

2. Add a New Lead or Client:

   • Select the "Leads" tab to manage prospects or the "Clients" tab for existing customers.

   • Click on the "Add Lead" or "Add Client" button.

Important Notes:

• The CRM feature is divided into two sections: - Leads (Kanban Board View) and - Clients (traditional list view).

• Notifications will be sent for any major actions like conversion of leads or updates to client details.

• Users can prioritise leads by using filters like Assigned Agent, Source, or Last Interaction Date.

• For continuity, lead notes and history are preserved when transitioning to the Clients tab.