Client CRM

Client CRM

The Client CRM is the heart of My Office. It allows you to centralize all information about your clients and prospects for optimal follow-up.

Main Interface

Contact List

The main page displays all your contacts with:

• Photo/Avatar: Quickly identify your contacts
• Name and company: Essential information at a glance
• Email and phone: Quick access to contact details
• Tags: Visual categories for filtering
• Last activity: Date of last exchange

Search Bar and Filters

• Global search: Find by name, email, company or notes
• Tag filters: Display only certain categories
• Pipeline stage filters: See contacts at a specific stage
• Sort: By name, creation date, last activity

Detailed Client Profile

Basic Information

Clicking on a contact opens their complete profile:

Identity

• First and last name
• Profile photo
• Date of birth (optional)

Contact

• Primary email
• Phone
• Postal address

Professional

• Company / Organization
• Position / Role
• Industry
• Website / LinkedIn

Notes and Observations

• General notes: Important information to remember
• Session notes: Reports from your sessions
• Client objectives: What they want to accomplish
• Attention points: Things not to forget

Adding a New Contact

Quick Method

1. Click on "+ New contact"
2. Enter at minimum: first name, last name, email
3. Click "Create"

Complete Method

1. Click on "+ New contact"
2. Fill out the complete form
3. Assign a pipeline stage
4. Click "Create"

Best Practices

Complete profiles progressively

Don't try to fill everything at once. After each exchange, add relevant information.

Use session notes

After each coaching session:

1. Note the key points discussed
2. Client realizations
3. Decided actions
4. Points to revisit next time

Keep information up to date

• Update position or company changes
• Note personal situation changes
• Update contact details