Manage clients, pipeline, segments, and portal
29 articlesSet up deal stages and move clients through your workflow from inquiry to delivery.
Learn how to add clients, organize them with tags, and keep detailed notes in the creavio CRM.
Track your leads, move deals through stages, and monitor your revenue with the creavio deal pipeline.
Organize your clients with tags, create segments for targeted communication, and filter your CRM to find exactly who you need.
Import your existing client list into creavio using CSV upload with field mapping and deduplication.
Learn how to add a new client to your creavio CRM in just a few steps.
Create a visual sales pipeline to track deals from inquiry to booking.
Learn how creavio's CRM helps you manage client relationships, track activity, and keep every detail organized in one place.
Learn how creavio's pipeline gives you a visual way to track deals, leads, and client progress from inquiry to booking.
Tag and segment your clients for targeted communication and smarter organization.
Enable the client portal so clients can access galleries, invoices, contracts, and bookings in one place.
The activity timeline, notes, and communication history for every client.
Select multiple clients to email, tag, archive, or export in one action.
View every email sent to a client in one place, including delivery status and open tracking.
How creavio prevents duplicate client records and how to merge duplicates.
Export your client list and session data to CSV for spreadsheets, accounting, or backup purposes.
Trigger automatic actions when clients are created, updated, or reach key milestones.
Add custom data fields to client profiles to track the information that matters to your business.
Track every interaction, email, payment, and event in a complete client timeline.
Archive inactive clients to keep your CRM clean without losing any data.
Add notes to client profiles and set reminders for follow-ups and important dates.
Track how clients find you and measure which referral sources drive the most bookings.
Manage client details, history, and communication in one place.
Follow up on inquiries and convert leads into booked clients.
Organize and segment your clients with custom tags.
Add, edit, and organize your client contacts.
Track deals from inquiry to booking.
Group clients for targeted communication.
Give clients their own login to view bookings and galleries.