How to Use AgencyCRM

1. 1.Visit digifymart.in
2. 2.Click ‘Start free’
3. 3.Create your account
4. 4.Login to your dashboard
5. 5.Start adding leads

1. 1.Go to Leads
2. 2.Click Add Lead
3. 3.Add name, phone, email, source, service, status and notes
4. 4.Save the lead

Tip: Use source fields like Meta Ads, Google Ads, WhatsApp, Referral or Website to track where your leads come from.

1. 1.Go to Leads
2. 2.Click Bulk Import
3. 3.Upload CSV, XLSX or XLS file
4. 4.Review preview
5. 5.Check duplicate count
6. 6.Click Import Leads

Tip: Bulk import is available for Pro and Enterprise users.

1. 1.Open a lead
2. 2.Add follow-up date
3. 3.Track today, upcoming and overdue follow-ups
4. 4.Use WhatsApp and call buttons for quick communication

1. 1.Open a lead
2. 2.Click the WhatsApp button
3. 3.Use the pre-filled message
4. 4.Send the message directly through WhatsApp

1. 1.Convert leads into clients
2. 2.Manage client details
3. 3.Track monthly retainers, services and status

1. 1.Create proposal records
2. 2.Track proposal status: Draft, Sent, Accepted, Rejected
3. 3.Follow up with prospects

1. 1.Add payment details
2. 2.Track outstanding, overdue and paid amounts
3. 3.Create payment reminders
4. 4.Mark reminders as paid when payment is received

1. 1.Add monthly retainer amount for clients
2. 2.Track total MRR
3. 3.Track active retainers
4. 4.Monitor recurring revenue

1. 1.Create WhatsApp and email templates
2. 2.Use variables like {{name}}, {{company}}, {{phone}}
3. 3.Save time in communication