CRM Overview
The CRM (Customer Relationship Management) module in Ascent helps you manage all aspects of your client relationships—from tracking companies and contacts to managing locations and sales opportunities.
CRM Modules
Clients
Manage your client companies, including their service agreements, billing information, and relationship history.
Contacts
Track individual people at your client organizations, including their contact information, roles, and communication preferences.
Locations
Manage physical addresses and sites for your clients, essential for on-site service delivery.
Pipeline
Track sales opportunities and deals as they progress through your sales process.
Quick Actions
From any CRM page, you can quickly:
- ⌘K - Search for clients, contacts, or locations
- + Add - Create new records
- Filter - Narrow down lists by status, type, or other criteria
Integration with Other Modules
The CRM integrates seamlessly with:
- Tickets - View and create tickets for clients
- Assets - See all assets belonging to a client
- Billing - Access invoices and contracts
- Analytics - View client health scores
Best Practices
- Keep data current - Regularly update client information
- Use contact types - Distinguish primary contacts from others
- Link everything - Connect contacts to clients, assets to locations
- Track communication - Log important interactions