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 |
|---|
⌘
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 CALLED0
All reports
| Date & time | Calls received | Office visits | Appointments | Clients called | Note |
|---|
▤
No daily reports yet
Add today’s activity report when the working day is complete.