CRM

The Senavida CRM helps you manage your entire lead-to-client pipeline from a single dashboard.

CRM hub tabs

Tab	Purpose
Overview	Pipeline summary, recent activity, KPIs
Leads	Full pipeline view (Kanban or List)
Tasks	All CRM tasks across leads
Marketing	SMS campaigns and email templates
Analytics	Conversion funnel, source performance, trends
Settings	Lead scoring rules

Lead management

Adding a lead

1. Go to the Leads tab
2. Click Add Lead
3. Fill in: First Name, Last Name, Email/Phone, Pipeline Stage, Source, Estimated Value, Tags, Notes
4. Click Save

Pipeline stages

Stage	Description
New	Fresh lead, not yet contacted
Contacted	Initial outreach made
Qualified	Lead is a good fit
Discovery Call	Consultation scheduled or completed
Won	Converted to a paying client
Lost	Did not convert

Kanban view

The default view shows your pipeline as columns. Drag and drop lead cards between columns to change their stage.

List view

Toggle to list view for sortable columns, search, stage/source filters, and multi-select for bulk operations.

Lead detail

Click any lead to open the detail sheet with three tabs:

Tasks tab

• View and create tasks with title, description, due date, and priority (Low/Medium/High)
• Mark tasks complete with a single click
• Overdue tasks are highlighted

Messages tab

• View linked conversations with the lead
• Start a new conversation if none exists
• Messages are auto-logged as activity

Activity tab

• Chronological log of all interactions
• Activity types: Notes, Emails, Calls, Meetings, Stage Changes, Messages
• Stage changes are logged automatically

Lead scoring

Automatically rank leads based on configurable rules:

1. Go to CRM > Settings
2. Configure scoring rules — each rule has a field, condition, and point value
3. Scores (0-100) update automatically when lead data changes

Default rules:

• Has email: +10 | Has phone: +10 | Source is Referral: +15 | Value > $500: +20

Converting leads to clients

When a lead reaches Won:

1. Open the lead detail sheet
2. Click Convert to Client
3. Review and confirm
4. The lead is linked to a new client profile

Bulk operations

In list view, select multiple leads for batch actions:

Action	Description
Change Stage	Move all selected leads to a new stage
Add Tag	Apply a tag to all selected leads
Export	Download as CSV
Delete	Remove all selected leads

CSV import

1. Click Import in the Leads tab
2. Upload a .csv file
3. Map columns to lead fields
4. Preview and confirm

SMS campaigns

Send targeted text messages to lead segments:

1. Go to CRM > Marketing
2. Click New Campaign
3. Step 1 — Write your message with template variables ({{first_name}}, {{last_name}}, {{provider_name}})
4. Step 2 — Filter recipients by pipeline stage and source
5. Step 3 — Review and send or save as draft

Analytics

The Analytics tab shows:

• Total Leads, Conversion Rate, Pipeline Value, Avg Time to Convert
• Conversion funnel — where leads drop off
• Source performance — leads and revenue per source
• Time-in-stage analysis — identify bottlenecks
• Win/loss trends — historical performance

CRM automation

Automated features that run in the background:

• Stale lead alerts — email notifications when leads are idle (14+ days in Contacted, 7+ days in Qualified/Discovery Call)
• Task reminders — daily email with overdue and due-today tasks
• Daily digest — summary of new leads, stage changes, and task completions