Keep every client in your CRM.
Your CRM in Visualist holds every client and contact, the inquiries in your sales pipeline, and the brief Vai keeps for each one. Add and merge contacts, set your stages, and turn a booked inquiry into a Hub.
All articles in CRM
How do I track inquiries in my sales pipeline? Open People from the rail, open a person, and select Add inquiry. Then move it through your stages from the inquiry's stage menu. Change your stages in People under Pipeline with Manage stages. Available on the Core plan and the Growth plan.
How do I add a client or contact to my CRM? Open People from the rail and select Add person, then enter a name, email, or phone number. To merge duplicates, accept Vai's Review possible duplicate suggestion under Needs you. Available on the Core plan and the Growth plan.
How do I turn a booked inquiry into a Hub? Open the inquiry in People, select Mark booked, then select Link to Hub and choose the client's Hub. Visualist adds the client to the Hub and moves the inquiry's unlinked invoices and signature requests onto it. Available on the Core plan and the Growth plan. Also in: Hubs and projects
What is a client brief, and how does Vai keep it current? A client brief is what you know about an inquiry: what they want, budget, timeline, and who decides. Vai reads the emails and meetings attached to the inquiry and suggests facts with their source, and you Accept or Dismiss each one. It uses no AI credits. Core plan and Growth plan. Also in: Working with Vai
What can team members see and do in the CRM? In a team workspace, the workspace owner sees every person and inquiry. A team member sees the people and inquiries tied to their Hubs or assigned to them. Managing stages, assigning inquiries, merging people, and changing contact details are for the owner. Also in: Team and permissions
What is the CRM in Visualist? Your CRM in Visualist is People: every client and contact, the inquiries in your sales pipeline, and a brief Vai keeps for each inquiry. Open People from the rail. Available on the Core plan and the Growth plan.
How do I create a booking page and session types? Open Bookings from Business Center, Toolkit, connect Google Calendar, and select New session type. Set the name, length, location, hours, and questions, select Create, then turn the session type on to publish its booking page. Available on the Core plan and the Growth plan. Also in: Meetings and bookings
Other categories
Getting started Set up Visualist and learn the basics. Business Center Setup with Vai, the Toolkit, and connected apps. Design editor Designs, layouts, and image tools. Moodboards Create, arrange, and share moodboards. Lookbooks Build looks and lay out lookbooks. Files and Library Uploads, file types, search, and the Bin. Color palettes Save, edit, and reuse color palettes. Notes Briefs, meeting notes, and documents. Hubs and projects Hubs, the Wall, folders, and action items. Team and permissions Team members, Hub guests, roles, and share links. Messages and email Client email, Hub threads, drafts, and scheduled sends. Concierge and forms Questionnaires and client intake forms. Proposals and e-signatures Proposals, contracts, and e-signatures. Meetings and bookings Notetaker, meeting summaries, and bookings. Websites Websites, link in bio, and web addresses. Working with Vai Chat, About me, Skills, approvals, and what Vai reads. Browser extension Save images from the web to Visualist. Account and settings Profile, notifications, and integrations. Invoices and payments Client invoices, payment plans, Stripe, and fees. Billing and plans Plans, credits, invoices, and subscriptions.