The CRM keeps the people who are interested in your studio but are not trainees yet. Each one is a lead. You move a lead through statuses until the deal is closed or lost. Open CRM in the side menu.

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The numbers at the top

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Views

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Find leads

  • Search by name, phone or city.
  • Filter by Status, Source and Owner.
  • Filter by creation date: All time, This month, Last month, This year or a Custom range.
  • On the kanban board, Card fields chooses what each card shows: phone, email, source, owner and reminder.

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Add a lead

1

Open the window

Click New lead.
2

Fill in the details

Full name and Phone are required. Email, City, Source and Owner are optional.
3

Create

Click Create lead. The lead enters the first status.

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Sources

Website, Instagram, Facebook, Google, Referral and WhatsApp.

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The lead card

Click a lead to open its card. Changes are saved field by field as you make them. Call starts a phone call to the lead’s number. With SmartSend connected and the organisation slug saved, Open in SmartSend opens the lead’s WhatsApp conversation in SmartSend.

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Statuses

A new studio starts with six statuses, in pipeline order. Three are built in and three are yours to change. The starting names are in Hebrew. Rename them to whatever suits your studio.

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Manage statuses

Click Manage statuses. Everything you do there applies immediately.
  • Rename a status or change its colour.
  • Add status creates a new one.
  • Delete removes a status, with two limits: built-in statuses cannot be deleted, and a status that leads still use cannot be deleted. Move those leads first.

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Marking a lead as lost

When you move a lead to the lost status, pick a reason: Not right now, Too expensive, Went with a competitor, Not a fit, Minor, or type your own. The reason shows on the lead’s card on the board. It is cleared if you later move the lead to another status.

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Reminders

A reminder is the date and time you plan to follow up.
  1. Open the reminder on a lead, from the list, the board or the card.
  2. Pick a shortcut: In an hour, In 3 hours, Tomorrow morning (09:00), Tomorrow noon (12:00), In two days (09:00) or Next week. Or choose your own date and time and click Set.
  3. Remove reminder clears it.
Leads with a reminder for today count in Reminders today. A reminder whose time has passed is marked Overdue.
A reminder is a marker inside the CRM. It does not send you a push, an email or a WhatsApp message, and it does not open a task on the Work Board. Check the Follow-ups view each day.

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Duplicate or delete a lead

From the lead’s menu:
  • Duplicate lead creates a copy with the same details. The reminder, notes, activity and lost reason are not copied.
  • Delete lead permanently deletes the lead with its notes and activity. This cannot be undone.

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Close the deal

Converting a lead creates a trainee from it.
1

Open Close deal

On the lead card, open the Close deal tab.
2

Decide about the invite

Tick Send the client a WhatsApp invite if you want the new client to get joining details on WhatsApp straight away.
3

Convert

Click Close the deal & convert to client.
4

Add the subscription

A new client card is created and the lead moves to the won status. Add their subscription right after, in the same window.
The activity log records that the lead was converted.

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Limits

Calendar

Schedule the call you promised.

Connecting WhatsApp

Open a lead’s WhatsApp conversation from the lead card.