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Short guides with numbered steps for everything you can do in Clientwright today.
Getting started
Getting started with ClientwrightCreate your workspace, invite your team and add your first records.Install the app and work offlineAdd Clientwright to your home screen, read saved records offline and log calls, notes and tasks without a connection.Set up your workspaceThe setup wizard walks admins through company details, a first pipeline, data, teammates and add-ons. Every step can be skipped.Industry templatesTemplates add pipeline stages, custom fields, lead sources, suggested tags and a starter report for your industry. They never delete anything.Your personal preferencesChoose your time zone, date format, 12 or 24 hour time, first day of week and number format. They apply only to you.
Sales
Contacts and companiesAdd people and organizations, link them and see every interaction on one timeline.Deals and pipelineTrack opportunities through stages and see weighted totals.Leads and converting a leadKeep early prospects separate, then convert them into a contact, company and deal.Tasks, calendar and remindersPlan follow-ups, see them on a calendar and get reminded.Booking links and sequencesLet people book time with you and automate multi-step follow-ups.Products, quotes and invoicesBuild a product list, send branded quotes and turn them into invoices.Forecasting and goalsSee commit and best case by owner and period, and track team goals.