Comprehensive Guide to Clients and Client Setup in CRMLeaf

In sales, a client is an individual or business that purchases your products or services and maintains an ongoing professional relationship with your company. Unlike one-time customers, clients often engage in repeat business and may receive personalized support, dedicated account management, and tailored solutions.

Clients play a central role in the sales process. Building strong, long-term relationships with them is key to driving revenue, maintaining loyalty, and supporting business growth.

Key Points

• A client is more than a buyer—they are a long-term business partner.
• Sales teams manage client accounts to track interactions, purchases, support needs, and sales opportunities.
• Understanding a client’s goals and challenges leads to better service and stronger sales outcomes.
• Clients are managed using a CRM (Customer Relationship Management) system like CRM Leaf for organized communication and follow-up.

How to add Cilent in sales?

Adding a client in CRM Leaf involves filling in key details that help you manage the relationship effectively. The form is divided into two main sections: Account Details and Company Details

 Account Details

• Salutation: Select an appropriate title (e.g., Mr., Ms., Dr.) for formal communication.
• Client Name: Enter the full name of the client (individual or representative).
• Email: Add a valid email address for updates and communication.
• Profile Picture: Upload a photo for easy identification (optional).
• Country: Specify the client’s country to align with regional settings.
• Mobile: Enter the client’s contact number for direct communication.
• Gender: Select the client’s gender if applicable.
• Change Language: Set the preferred language for client communication.
• Client Category: Classify the client (e.g., Retail, Wholesale).
• Client Subcategory: Add further classification under the main category.
• Login Allowed: Enable if the client should have login access to the CRM portal.
• Receive Email Notifications: Choose if the client should get automatic email updates.

Company Details

• Company Name: Enter the official name of the client’s company.
• Official Website: Add the company’s website URL if available.
• Tax Name: Specify the applicable tax type (e.g., GST, VAT).
• GST/VAT Number: Enter the client’s tax registration number.
• Office Phone Number: Provide a landline or main contact number.
• City / State / Postal Code: Enter the location details for accurate record keeping.
• Added By: Automatically records which team member added the client.
• Company Address: Input the official business address.
• Shipping Address: Add if different from the company address.
• Note: Include any internal notes or special instructions related to the client.
• Company Logo: Upload the logo for branding and easy identification.
• Credit Limit: Set a credit limit if the client is eligible for postpaid services.

Import/Export in Client

The Import/Export feature in CRM Leaf allows you to efficiently manage large volumes of client data by uploading or downloading it in bulk. This saves time and ensures consistency across your records.

Import Clients

• Purpose: Add multiple clients at once using a pre-formatted Excel or CSV file.
  How It Works:
• Download the sample import template.
• Fill in client details as per the format.
• Upload the completed file to import all clients in one step.
• Benefits: Speeds up onboarding and reduces manual data entry errors.

Export Clients

• Purpose: Download existing client data for backup, reporting, or migration.
  How It Works:
• Export selected or all client records into an Excel or CSV file.
• Use filters to export specific client segments if needed.
• Benefits: Useful for audits, sharing data, or transferring to other systems.

Client Overview

The Client Overview section provides a quick snapshot of all clients added to the system. It displays essential information in a structured format, making it easy for users to manage client records efficiently.

Fields Displayed:

• Name: The full name of the client or their primary contact.
• Email: The client’s registered email address for communication.
• Mobile No: Contact number for direct communication or follow-up.
• Status: Indicates whether the client is active or inactive.
• Created: Shows the date the client was added to the system.
• Credit Limit: Displays the assigned credit limit for billing or transactions.
• Company Name: The official name of the client’s business or organization.

Actions Available:

• View: Open the full client profile to see detailed information and history.
• Edit: Update client details such as contact information, credit limit, or company data.
• Delete: Remove the client from the system (use with caution, as this is a permanent action).

What is “Account Verification Pending” in Client Sales ?

Account Verification Pending indicates that a newly added client’s account has not yet been verified in the system. This status is typically used to flag client records that require confirmation before granting full access or proceeding with transactions.

Why It Matters:

• It ensures the accuracy of client details such as email, contact number, and company information.
• Prevents unauthorized access or communication until verification is complete.
• Helps maintain clean, verified data for reporting, billing, and compliance.

What You Can Do:

• Review the client’s submitted information.
• Confirm contact details through email, phone, or documentation.
• Once verified, update the status to “Active” to enable full client interaction.