CRM

WebWorkstationMobile

The CRM module is your central hub for managing contacts and customer relationships. Store detailed contact information, track interactions through notes and files, manage memberships with credit pools and discounts, monitor check-ins, and organize your contacts with tags and saved views.

Permission Required

Users must have CRM module access enabled in their role to use this module. Contact your administrator if you need access.

Getting There

Open the CRM from the Home Launcher or the Quick Action Bar (QAB).

Contact Management

The foundation of the CRM is its contact database. You can create, search, filter, and manage your contacts from the main contact list.

• Contact List — Browse, sort, and filter your contacts. Use saved tabs to quickly switch between custom views.
• Creating Contacts — Add new contacts manually with names, addresses, phone numbers, emails, and custom fields.
• Editing Contacts — Update contact information, merge duplicates, and manage contact records.
• Searching — Find contacts quickly by name, phone, email, or other fields.
• Tags — Organize contacts with color-coded tags for segmentation and filtering.
• Saved Tabs — Save filtered views of your contact list for quick access to frequently used segments.
• Exporting — Export your contact data for use in external tools or reporting.

Contact Details

When you open a contact, you have access to a rich set of detail sections that give you a complete picture of that contact's history and relationship with your business.

• Contact Overview — View a summary of key contact information at a glance.
• Notes — Add and review timestamped notes on a contact's record. Notes can be created by any user with CRM access.
• Files — Upload and manage files attached to a contact, organized by category.
• Payment Methods — View and manage stored payment methods for a contact, including cards on file.
• Transaction History — See a contact's full sales transaction history from the Sales module.
• Form Submissions — View forms that a contact has submitted through the Forms module.

Check-Ins

Track when contacts visit your location using the check-in system. Check-ins can be performed manually or via fingerprint reader on Workstation.

• Check-Ins — Record and view contact check-in history.
• Check-In Notifications — Configure alerts that trigger when specific contacts check in.

Memberships

The membership system lets you create programs that provide contacts with ongoing benefits such as credit pools and automatic discounts.

• Memberships Overview — Understand how the membership system works.
• Membership Programs — Define membership tiers and their associated benefits.
• Credit Pools — Assign recurring or one-time credit balances that members can spend at the point of sale.
• Member Discounts — Set up automatic discounts that apply when a member is associated with a transaction.
• Managing Members — Enroll contacts in programs, adjust memberships, and view member status.
• Renewals — Handle membership renewal cycles, including automatic and manual renewals.

Administration

CRM behavior and configuration options are managed in the admin area.

• CRM Settings — Configure CRM-wide options such as custom fields, check-in rules, and default behaviors.
• File Categories — Manage the categories available for organizing contact files.
• Credit Pools (Admin) — Define and manage credit pool configurations.