Client Management
The client database is the heart of Deskmantle. Every interaction, deal, invoice, and task ties back to a client record. This guide covers everything you need to manage your clients effectively.
Adding Clients
There are several ways to add clients:
- Manual entry — click CRM > + New Client and fill in the form.
- From email — when you receive an email from a new address, Deskmantle can auto-create a client record.
- From a form submission — embed a Deskmantle form on your website and new submissions create client records automatically.
- Bulk import — upload a CSV or connect HubSpot/Salesforce. See Importing Data.
Editing Client Records
- Click into any client record from the CRM list.
- Click the Edit button or click directly on any field to edit inline.
- Changes auto-save. A revision history is maintained so you can see who changed what and when.
Client Status
Every client has a status that reflects their current relationship with your business:
- Lead — a prospect who has not yet become a paying client.
- Active — a current paying client.
- Inactive — a client who has paused or completed their engagement.
- Churned — a client who has left. Tracking churned clients helps with win-back campaigns.
Custom Fields
Add fields specific to your business in Settings > CRM > Custom Fields. Field types include text, number, date, dropdown, multi-select, URL, and boolean. Custom fields appear on client records and can be used in filters, segments, and automations.
Health Scores
Deskmantle calculates a health score (0-100) for each active client based on:
- Communication frequency (email, calls, meetings)
- Response times (both yours and theirs)
- Deal activity and revenue trends
- Task completion rates
- NPS or satisfaction survey responses (if connected)
Pro tip: Set up an automation to notify you when a client health score drops below 50 — this lets you intervene before a client churns.