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102965843905395219012
Aug 15, 2024

Q: CRM is mentioned as a component of the software.

Is it possible to view all companies (clients) that are on my agency and the projects/tasks that are in flight or complete?

So for instance, I'd like to be able to see;

- Helicopter view of clients I have with contact details e.g. name, address, email, products purchased
- Project work associated with each client e.g. tasks, work items
- Status of client e.g. prospect, client, cancelled
- Lead source e.g. direct, partner(s)
- Revenue

Looking forward to the reply.

Founder Team
Manny_Blue

Manny_Blue

Aug 15, 2024

A: Hey there!

Yes you can!

Best way is to have different databases: one for clients, the other for opportunities, and even one for the work itself for won opportunities.

Did a pretty detailed write up of how this can be achieved here: https://www.blue.cc/resources/how-to-sales-crm

Hope that helps!

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Perfect, thanks so much for the speedy reply!