CRM Overview

The Shorebird OS CRM (Customer Relationship Management) module is the heart of your client management. It helps you organize, track, and nurture relationships with clients, companies, and contacts.

What's in the CRM?

The CRM module consists of three main components:

👤 Clients

Clients are the individuals or entities you work with directly. Each client record contains:

• Contact information (name, email, phone)
• Associated company
• Project history
• Activity timeline
• Notes and communications

Learn about managing clients →

🏢 Companies

Companies represent organizations that your clients belong to. Features include:

• Company details and branding
• Multiple client associations
• Company-wide project overview
• Contact directory

Learn about managing companies →

📇 Contacts

Contacts are additional people at a company who aren't primary clients but may be involved in projects or communications:

• Contact details
• Role and department
• Company association
• Communication history

Learn about managing contacts →

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Navigating the CRM

Accessing the CRM

1. Click CRM in the sidebar
2. Choose between Clients, Companies, or Contacts

Quick Actions

From any CRM view, you can:

Action	How
Add new record	Click + Add button
Search	Use the search bar at the top
Filter	Click Filters to narrow results
Sort	Click column headers to sort
Export	Click ⋮ menu → Export

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CRM Best Practices

Keep Data Clean

• ✅ Use consistent naming conventions
• ✅ Remove duplicate entries regularly
• ✅ Update contact information when it changes
• ✅ Archive inactive clients rather than deleting

Use Notes Effectively

• Document important conversations
• Record client preferences
• Note key dates (renewals, birthdays, etc.)
• Track decision-makers and influencers

Link Everything

• Connect clients to their companies
• Associate projects with clients
• Link files to relevant clients
• Attach emails to client records

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CRM Features at a Glance

Feature	Description
Activity Timeline	See all interactions with a client in chronological order
Notes	Add private or shared notes to any record
Tags	Organize clients with custom tags
Custom Fields	Add fields specific to your agency's needs
Import/Export	Bulk import clients or export for reporting
Search & Filter	Find any record instantly

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Getting Started

New to the CRM? Start with these guides:

1. Adding Your First Client
2. Creating a Company
3. Understanding Client Activity

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Pro Tip

Use keyboard shortcuts to navigate faster:

• C then L — Go to Clients
• C then O — Go to Companies
• N — Add new record