How to manage your existing clients

Inside no crm.io not only can you create "Client Folders" for recurring clients, but also follow-up on your won leads using the Post-Sales Process system that exists in both the Starter & Expert editions. Here we explain how each one of these features work.

• Client Folders

  Create and manage your client folders

• Upsell by duplicating leads

  Manage several leads with the same client.

• Post-Sales Process

  How to manage your post-sales process inside NoCRM.io?

• Client Import

  How to import your Clients to create Client Folders inside noCRM