Getting started

ClientZapp is a place to keep every client, what you last said to them, and what you owe them next. Everything below is done from the app at https://clientzapp-dev.zamorinsdev.com/app. The Getting started card on your dashboard ticks these steps off as you go.

1. Sign in and look around (2 minutes)

Use the link in your welcome email to choose a password. You land on the Dashboard: open deals, pipeline value, quotations awaiting a reply, follow-ups due, and what was won this month. It is empty on day one; by the end of this page it will not be.

The sidebar is the whole product: Clients & Contacts, Pipeline, Tasks, Quotations, Reports, Settings. The search box at the top (Ctrl+K, or ⌘+K on a Mac) finds any client, person, deal or quotation from anywhere.

2. Bring in your clients (10 minutes)

Settings → Data → Import. Upload the spreadsheet you already keep — .csv, .xlsx or .xls — and map its columns to ClientZapp's fields. Only Company name is required; a contact's name, email, phone and title are mapped alongside and become the company's primary contact.

• Before anything is written, rows that look like a client you already have are listed for you to skip, merge or import anyway.
• There is a sample file on the import screen if you would rather start from ours.
• No spreadsheet? Clients & Contacts → Add company takes twenty seconds per client.

3. Shape the pipeline (3 minutes)

Settings → Pipeline stages. The default stages are a sensible start; rename them to the words you actually use and set a win probability on each. Then open Pipeline and drag your first opportunity onto the board — New deal asks for the client, a title, a value and an expected close date. From here on, pipeline value on the dashboard means something.

4. Invite your team (2 minutes)

Settings → Team & roles → Invite. Enter an email and choose a role: Admin runs the workspace, Member does the day job, Viewer only looks. Invitations last seven days and can be resent. Records can be reassigned to a colleague from any list, one at a time or in bulk.

5. Log what happened, and what is next (5 minutes)

Open a client and press Log activity: a call, a meeting, an email or a note, with whom, and — the important part — an optional follow-up: tomorrow, in three days, next week. That follow-up becomes a task, appears on the dashboard, and emails its owner if it slips. Log the last conversation you had with each of your top five clients and you have a working CRM.

Health — Healthy, Cooling, At risk — is computed every night from how long it has been since something happened. It is the list to look at on a Monday morning.

6. Send a quotation (5 minutes)

Quotations → New quotation: the client, the contact it is for, a title, an amount, a validity date, and the document you already produced in Word, Excel or your proposal tool. Sending it mints a private link and emails the contact; you are told the first time it is opened. A revised file goes on the same link as a new version. Marking it accepted wins the linked deal.

Every day after that

• 08:00 digest in your own time zone: what is overdue and what is due today. Nothing due, nothing sent.
• Dashboard first thing; Tasks for the day's follow-ups; Reports on Friday.
• AI summary on any client page writes a five-sentence brief of where the relationship stands, with one suggested next step, from what you have logged. Draft follow-up writes the email for you to edit; nothing is sent until you send it.
• Archive rather than delete: an archived client comes back from Settings → Data with its history intact.

If something is wrong, or you wish it did something else

Your name at the top right → Send feedback. It reaches a person at Zamorins the same day, with the screen you were on attached, and you can see your earlier messages there. During the pilot you also have a named contact and a weekly call; the fastest route is still that button.

This page prints on one sheet (Ctrl+P / ⌘+P) — keep it next to the keyboard for the first week.