Clients, people & deals
Clients, leads, partners, the people at them, and the deals you run.
- Clients, leads and partnersThe four kinds of record on the Clients page, the statuses each one moves through, and how a lead becomes a client.
- PeopleAdd the people you deal with at each client, keep their numbers and consent, and use their page as a person-level history.
- Same person, two companiesLink one person across the companies they work with instead of merging, so their history and trust travel with them.
- Duplicates and mergeHow KretaOS spots a record entered twice, why it never merges on its own, and what happens when an admin merges two records.
- ReferralsRecord who brought each client to you, and see which partners and people bring in the most business.
- TagsLabel clients with short tags such as cotton or export, and use them to filter your list and saved views.
- Custom fieldsAdd the details your team tracks that KretaOS does not have yet, such as a GSTIN, a city or a renewal date, on clients, people and deals.
- Saved viewsFilter, sort and add columns to your Clients list, then save it as a named view for yourself or the whole team.
- Comments and mentionsTalk about a client with your team right on its page, @mention a teammate to ring their bell, and keep it all internal.
- Pipelines and stagesThe two ladders KretaOS runs (where a lead is, and where the money is), and how an admin names stages and adds pipelines.
- The deals boardAdd deals, move them stage by stage, mark them lost, filter by owner, switch to a table, and read what each card tells you.
- Deal riskWhat the Low, Watch, At-risk and New chips on a deal mean, what KretaOS looks at, and when the chip is updated.
- Archive, bulk actions and exportAct on many clients at once, archive the ones you no longer work, and export the list you are looking at.
- Fields kept by AILet AI keep a client field up to date from each new call, meeting, mail or chat, with the words it read shown under the value.