Day to day
Your client list
Your built-in CRM: every caller saved automatically, grouped into segments you can target later.
1.Add and organise clients
Everyone who calls or chats is saved for you. You can also add people by hand.
- 1Open Clients in the sidebar to see your whole database.
- 2Click “New” to add someone: name, phone, optional email, address and what they got in touch about.
- 3Set their Segment (new, regular, VIP or lapsed), pipeline stage and lead score, or leave the defaults.
- 4Use the segment tabs and the search box to find people.
- 5Click “Auto-update segments” to re-sort everyone based on their recent activity.
Tip: Open any client to see every call, chat, text, email and appointment in one place, including details the AI captured on the phone.
2.Respect contact preferences
Two tick-boxes on each client keep your campaigns on the right side of the rules.
- 1Edit a client and scroll to the bottom of the form.
- 2Tick “Do not contact by phone” to exclude them from outbound voice and SMS campaigns.
- 3Tick “Do not email” to exclude them from email campaigns.
Tip: “Do not email” is ticked automatically when someone clicks the unsubscribe link in one of your campaign emails.
Still stuck? A person will help.support@harborne.ai