Managing Clients

Your Clients screen shows all clients that you've added to Privyr and gives you options to search your client list and phonebook, view client details, and add or import...

The client details screen gives you access to all the information and actions related to a given lead or client. You can view and edit your notes and follow up date...

Privyr makes it quick and easy to enter new contacts, import from your phonebook, or connect to your website or Facebook Lead Ads so that your leads and clients are...

Privyr has built-in follow up reminders for every client, making it easy to keep your relationships warm and prevent any leads from falling through the cracks...

Create and use Custom Groups to help manage and organise your clients, such as by product, interest level, stage, or any other categorization you like...

Introduction Organise your client information more effectively with Custom Client Fields. You can set up text, date, and dropdown fields...

Quickly call up and add notes to multiple clients at a time via the Bulk Calling feature - all within one screen...

You can import clients to Privyr and export your Privyr client list to CSV, giving you full flexibility to transfer and manage your data wherever you need it...