Opening the CRM
- Look for CRM in the sidebar navigation
- Click to open the CRM modal
- The modal displays your client list
CRM Tabs
Clients Tab
View and manage all your clients. Search, add new clients, and access client details.Billing Tab
View all invoices across all clients. Filter by status (open, paid, refunded).What You Can Do
- Add new clients
- View client details and websites
- Allocate credits to clients
- Create and send invoices
- Manage subscriptions
- Track billing history
Requirements
The CRM is available on Elite and Reseller plans. Pro and Business plan users don’t have access to client management features.Workspace Overview
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White Label Setup
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