TOTAL CLIENTS0
Registered records
SKY SCHORAL /
CLIENT MANAGEMENT
CRM overview
Add client records, track service fees, and update second payments.
TOTAL SERVICE FEESRWF 0
Across all clients
TOTAL RECEIVEDRWF 0
First + second deposits
OUTSTANDINGRWF 0
Remaining balance
| Client | Passport | Contact | Service | Total fees | First deposit | Second deposit | Balance | Actions |
|---|
⌘
No client records yet
Add the first client to begin tracking service payments.
DAILY ACTIVITY
Reports
Record daily calls, visits, appointments, follow-ups, and notes.
CALLS RECEIVED0
All reports
OFFICE VISITS0
All reports
APPOINTMENTS0
All reports
CLIENTS SIGNED0
All reports
CLIENTS CALLED0
All reports
| Date & time | Calls received | Office visits | Appointments | Note | Clients signed | Clients called | Actions |
|---|
▤
No daily reports yet
Add today’s activity report when the working day is complete.
CLIENT FOLLOW-UPS
Follow-up
Track services offered and the latest client compliments.
TOTAL FOLLOW-UPS0
Active records
UPDATED TODAY0
New or changed
SERVICES OFFERED0
Unique services
| Date & time | Name | Service offered | Phone contact | Compliments |
|---|
↻
No follow-up records yet
Add a client who needs follow-up.
SALES PIPELINE
Future customers
Record prospective customers, their needs, and expected budgets.
FUTURE CUSTOMERS0
Prospect records
TOTAL BUDGETRWF 0
Potential value
ADDED TODAY0
New prospects
| Date & time | Name | Phone | Notes | Budget | Actions |
|---|
◇
No future customers yet
Add the first prospective customer.
SERVICE CATALOGUE
Services and cost
Manage countries, processing times, service fees, and payment terms.
TOTAL SERVICES0
Catalogue entries
WORK SERVICES0
Work opportunities
STUDY SERVICES0
Study opportunities
| Country / service | Time / service type | Service fees | Initial payment | Final payment |
|---|
＄
No services yet
Add a service and its payment terms.