Help Center

Go to Positive noCRM

Manage your clients

Use client folders and the post-sales process to manage your clients, upsells and renewals.

In noCRM, you can manage your existing clients in two ways:

  • Client folders: group all the leads you have with the same client, to handle upsells, renewals and win-backs.

  • Post-sales process: follow up the tasks to complete once a lead is won, such as invoicing or signing a contract.

info icon
Note: The post-sales process is available in the Expert and Dream editions.

Did this answer your question?
😞
😐
😁