Step 1: Create your free account
Enter your email and a password. There is no card to add and no monthly fee.
Step 2: Add a client
Click New client and fill in the name, business, phone, email, and website. Only the name is required.
Step 3: Log a status update
Write where the deal stands, choose Beginning, Mid, or Hot, and set a follow-up date if you need a reminder.
Step 4: Record a voice note
After a call, press Record voice note, speak, and press Stop. Play it back any time from the client page.
Step 5: Write notes
Keep preferences, budget, and anything else useful in the Notes section.
Step 6: Check your dashboard
See all clients, hot deals, and follow-ups due today. Click the crm47 logo in the app to return to the dashboard. It works the same on your phone.
Common questions
How do I use CRM software?
Add each client once, log an update after every conversation with its deal stage, and set a follow-up date. Check the dashboard each day for follow-ups that are due.
Is there a video guide in Urdu?
Yes. The app tour video on this page is in Urdu.
Track your next client in crm47
Free to start. No recurring fees.
Create your free account