Set-up and daily overview
Configure visibility and use the overview to prioritise real follow-up work.
Client.coffee help
Guides to organise sales and relationships
Specific documentation for contacts, leads, conversion, pipelines, opportunities, activities, reports and emails.
These guides document Client.coffee. Connected appointments and documents are authorised context only; account, plan and member help lives on Suite.coffee.Open general Suite.coffee help
Contacts and leads
Maintain shared people and convert qualified interest without creating avoidable duplicates.
Pipeline and follow-up
Structure sales stages, move opportunities with history and schedule the next action.
Reports and communications
Analyse a consistent period, export visible records and adapt operational emails.