Manage my client records (CRM)

Your CRM gathers everything about a client: their contact details, documents, galleries and history.

Key points

• One record per client: name, email, phone, company, address, VAT no.

• Add internal notes (visible only to you)

• A financial summary and tabs bring together galleries, quotes, invoices, orders, appointments…

• Contacts are created automatically (purchase, booking, contact form, gallery access) or manually

The client record

Each record gathers the client's contact details: name, email, phone, company, address, city, postal code and VAT number. This information automatically feeds their quotes, invoices and contracts.

With Pelli, your client base builds itself as your business grows, effortlessly:

• Do you send a gallery by email? The recipient is added automatically

• A visitor writes to you via your contact form? They are added to your clients, and their message lands in your tasks

• Someone books an appointment on your booking page? Client created!

• A client places an order in your store? Client created!

• A prospect leaves their contact details via your AI assistant? Client created!

Each time, Pelli checks whether the email already exists. No duplicates: if the client is already known, they are simply linked to a new action

Internal notes

Add private notes about a client (preferences, context, things to do). They are visible only to you, never to the client.

Financial summary and history

Each record displays a financial summary (revenue, pending amounts) and tabs: galleries, bookings, quotes, contracts, invoices, credit notes, orders, tasks and activity. You have the entire client relationship at a glance.

Frequently asked questions

How does a client end up in my CRM? Automatically when they purchase, book, write via the contact form or receive access to a gallery — or by adding them manually.

Can I import a list of clients (Excel)? There is no file import yet; add your clients manually (the assistant Léa can create several from a list).

Can the client see my notes? No, they are strictly private.

What is the difference between the client who views their galleries and the CRM record? The client accesses their galleries on the public side; the CRM record, on the pro side, gathers their information and all their documents.