CRM overview
CRM brings your customer relationships and sales together. Open it from the CRM module in the sidebar, at https://<your-business>.nuvioo.app/mkt.
New here? Follow Set up CRM to configure things in order.
| Sidebar group | What you do there |
|---|---|
| Reports | See revenue from invoices and subscriptions. Revenue report |
| Calendar | See your team’s day, week or month in the Calendar view. Schedule or log Appointments. Create Meeting links that customers book from. |
| Main Hub | See your Staff. Manage Contacts and Companies. Plan Tasks. Work in the shared Inbox. Send Marketing email. |
| Sales | Track Deals through Pipelines. Set up Services. Send Quotes, Invoices and Subscriptions. |
| Support | Track customer issues in the Help desk. Keep files and links in Support resources. |
| Settings | Set hours and calendar sync in Calendar settings. Set payment methods and tax in Payments and tax. Connect apps in Integrations. |
Related pages
Section titled “Related pages”- One customer’s history: Work with a contact’s timeline shows notes, emails, calls, texts, appointments, tickets and billing on one page.
- Email setup: Sending addresses verifies the From addresses for campaigns. Inbox settings connects team email and forms to the inbox.
- Appointment alerts: Notification settings chooses how you’re told about new, changed and cancelled appointments.
- Users and roles: roles are managed outside CRM. See Manage users and roles.
What your customers see
Section titled “What your customers see”These pages show the customer side of what you send:
- Booking page, from a meeting link.
- Approving a quote.
- Paying an invoice.
- Paying for a subscription.
Your website and forms are in a separate module, CMS.