A little 🎁 to our partners...a simple CRM
It's nothing fancy, but it's yours and it's free. Now, specialists who partner with Complect can keep their prospect, client, vendor, or miscellaneous other contacts all in one place on our site.
Regardless of whether some or all your clients use Complect, you can now store notes, files, and tags about them all through your partner account. Add, edit, and store contact information in a familiar style and layout to our tasks feature, so it all feels second nature.
You can categorize contacts by our four "Types" (Client, Prospect, Vendor, and Other) and easily differentiate between a client using Complect and not with our legacy "Status" column that will tell you when you've invited a client to join Complect.
We've also enhanced our client invitation process for those who want a single URL to pass along to any client, instead of using our customized email invitations. Copy your referral URL by clicking the "Invitation Link" button and paste it into any message.
Please note that when a new client uses this invitation link, it will automatically add them to this contact manager for you -- no manual entry needed. So, you may need to delete any duplicate entries if you have added the client to your contact manager and then they create an account at Complect with your Invitation Link (instead of through a custom invite email).