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How Cliently’s CRM works
How Cliently’s CRM works

Learn more about using Cliently as a CRM

James M avatar
Written by James M
Updated over a week ago

In Cliently, you can expect the same functionality as in any CRM – all inside the “Deals” screen.

To learn how to add or remove leads from “Deals”, and how to build sales pipelines inside the same menu, see Deals.

To see how you can import or export contacts from Cliently, see Import and Export contacts.

To learn how you can create custom flows to reach your prospects in an automated, scalable way, see Flows.

Need Help? If you need any help using Cliently as a CRM, please log into your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.

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