HelloClient CRM Update: Streamline Sales and Ticket Management Directly from Client Cards

We are excited to announce a new update that will significantly simplify your interactions with clients and enhance your experience with the HelloClient CRM system.
What's new?

  • Create a sale or ticket from the client's card:
You no longer need to separately navigate to the "Store" or "Tickets" module to process a sale or request from your client. This can now be done directly from their card!
We are confident that these changes will help you work more productively and efficiently. Thank you for using HelloClient CRM, and we look forward to your feedback in the support chat.