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.
Your CRM in Visualist is People. It keeps every client and contact in one place, with the inquiries you’re working on and what happened with each person. Vai reads new emails and meetings and suggests updates, and you decide what to keep.
What you can do with it
- Add a client or contact by hand, and merge two records that belong to the same person. See How do I add a client or contact to my CRM?
- Track each potential project as an inquiry and move it through your own stages. See How do I track inquiries in my sales pipeline?
- Keep a brief for each inquiry that Vai fills in from emails and meetings, with the source of each fact. See What is a client brief, and how does Vai keep it current?
- Mark an inquiry booked and link it to the client’s Hub. See How do I turn a booked inquiry into a Hub?
- See each client’s invoices and signature requests on their page.
How it works
Open People from the rail. It has three tabs:
OverviewshowsNeeds you, the changes Vai suggests for you to accept or dismiss, andRecently active, the people you’ve been in touch with most recently.Pipelineshows yourOpen inquiries, each with its stage and its next action.All peoplelists everyone, with a search box.
A person is anyone you work with: a client, a supplier, or a collaborator. An inquiry is a potential project with one person. Each inquiry has a stage, a brief, its activity (emails, meetings, bookings, forms, and Concierge sessions), and its files.
Visualist adds people for you. With your email connected, the people you email are added. People who book through your booking page, people Vai meets with Notetaker, and people you invite to a Hub are added too. Visualist matches people by email and phone, so one person stays one record. When you move onto the Core plan or the Growth plan, the emails and meetings you already have are added in one go.
Who can use it
The CRM is on the Core plan and the Growth plan. See What is included in each plan? In a team workspace, the workspace owner sees everyone, and each team member sees the people and inquiries tied to their work. See What can team members see and do in the CRM?
To start, see How do I add a client or contact to my CRM?