ClientFlow CRM

by Constructive Designs Inc.

ClientFlow CRM

How to Use ClientFlow CRM

ClientFlow CRM helps you manage your client relationships, track leads through your sales pipeline, monitor deal outcomes, and stay on top of follow-ups — all from one streamlined dashboard. Here's everything you need to know to get started.

Your at-a-glance overview of everything happening in your CRM.

  1. View key metrics: total clients, active leads, deals won, and follow-ups due in the stat cards at the top.
  2. Check the "Recent Contacts" panel to see who you've interacted with most recently.
  3. Review the "Upcoming Follow-ups" panel to see all follow-ups due within the next 7 days, with overdue items highlighted in red.
  4. Click "View All →" on the Recent Contacts panel to jump directly to the Contacts tab.

Your full contact database with search, filtering, and inline editing.

  1. Click the Add Contact button in the top nav to create a new contact with name, email, phone, company, and status.
  2. Use the search bar to find contacts by name, email, or company. Use the dropdown filter to show only Leads, Active, or Inactive contacts.
  3. Click the Edit button on a contact card to update their details in a modal form.
  4. Click the Follow-up button to schedule a follow-up date and reminder note for that contact.
  5. Click directly on a contact's notes text to edit it inline — press Enter to save or click away.

A Kanban-style board to visually track leads through your sales pipeline stages.

  1. Click Add Lead to create a new lead with a name, estimated deal value, pipeline stage, and notes.
  2. Your pipeline has four stages: New → Contacted → Proposal Sent → Closed. Each column shows leads at that stage.
  3. Drag and drop a lead card from one column to another to move it through the pipeline. The activity log will record the change.
  4. Click the × button on a lead card to remove it from the pipeline.
  5. The count badge at the top of each column updates automatically as you add, move, or remove leads.

Track closed deals and review your revenue performance at a glance.

  1. View the three summary cards at the top: Total Revenue Won, Average Deal Size, and Win Rate.
  2. Review the deals table below for a full history of all deals, sorted by most recently closed.
  3. Each deal shows the client name, deal value (green for won, red for lost), close date, status badge, and notes.
  4. Use this tab to assess your sales performance and identify trends over time.

A chronological timeline of every action taken in your CRM.

  1. Every action you take — adding contacts, updating notes, moving leads, scheduling follow-ups — is automatically logged here.
  2. Activities are displayed newest-first with color-coded icons so you can quickly scan the type of action.
  3. Check the red pulse badge on the Activity nav link to see how many follow-ups are due soon.

Tips & Tricks

1

Follow-up badges: Keep an eye on the red pulse badge on the Activity nav link — it shows the number of follow-ups due in the next 7 days so you never miss a touchpoint.

2

Inline note editing: On any contact card, click directly on the notes text to edit it in place. Press Enter to save instantly — no modal needed.

3

Kanban drag-and-drop: In the Leads tab, grab any lead card and drag it to a different pipeline column to instantly update its stage. The change is saved automatically and logged in your activity timeline.

Good morning, Heather 👋

Tuesday, May 19, 2026 — Here's your CRM overview.

+12%

0

Total Clients

+8%

0

Active Leads

+5%

0

Deals Won

Due

0

Follow-ups Due

Recent Contacts

Upcoming Follow-ups

Next 7 days

Contacts

Sales Pipeline

New

0

Contacted

0

Proposal Sent

0

Closed

0

Deals

$0

Total Revenue Won

$0

Avg Deal Size

0%

Win Rate

Client Name Deal Value Date Closed Status Notes

Activity Timeline

CDI Suite