Understanding Your CRM
The CRM (Customer Relationship Management) hub helps you manage relationships with clients, contacts, and customers. It's your central database for everyone your business interacts with.
What is the CRM?
Your CRM stores and organises:
Clients — businesses and organisations you work with
Contacts — individual people at those businesses
Communications — emails and messages you've exchanged
Meetings — notes from conversations and meetings
Files — documents associated with clients
Invoices — billing records
Lists — groups of clients or contacts for communications
Accessing the CRM
Go to CRM from the main menu. You'll see:
Quick stats showing your total clients, contacts, and recent activity
Navigation to different CRM sections
Quick actions for common tasks
Clients vs Contacts
Understanding the difference:
Clients
Clients are businesses or organisations:
Tourism operators you work with
Corporate clients who book with you
Partner organisations
Government bodies
Each client record includes:
Business name and type
Location and contact details
Status (active, pending, archived)
Associated contacts
Contacts
Contacts are individual people:
The marketing manager at a client business
A travel agent who books regularly
Your contact at a regional tourism organisation
Each contact is linked to a client and includes:
Name and role
Email and phone
Communication history
The CRM sections
Clients
View and manage all your client businesses. Search, filter, and access detailed client profiles.
Contacts
Manage individual people across all your clients. Each contact is linked to their organisation.
Communications
See all your email and message history. Send new communications and track conversations.
Meetings
Record meeting notes, track follow-ups, and maintain a history of conversations.
Files
Store and organise documents related to your clients — contracts, briefs, images, and more.
Invoices
Create and track invoices for your clients. See payment status and history.
Booking Links
Create booking pages that clients can use to schedule meetings with you.
Lists
Create mailing lists for targeted communications — both static lists and dynamic lists based on criteria.
Getting started
Add your first client
Go to Clients
Click Add Client
Enter business details
Save
Add contacts to that client
Open the client record
Go to the Contacts tab
Click Add Contact
Enter the person's details
Record your interactions
Use meetings and communications to keep a history of your relationship.
Benefits of using your CRM
Nothing falls through the cracks — all information in one place
Know your customers — see history before every interaction
Targeted communications — send relevant messages to the right people
Track opportunities — follow up on leads and prospects
Team collaboration — everyone can see client information
A well-maintained CRM is invaluable — start adding your key relationships today.