Client Management (CRM)
Track clients through your pipeline, log interactions, and manage relationships — via chat or the dashboard.
By the Noematic team ·
Click the copy icon to copy a prompt, then paste it into your Noematic chat.
Managing Clients
Your CRM lives inside Noematic. Add clients, track them through your pipeline, log interactions, and let your AI handle follow-ups.
Using Chat
Add a client:
Find a client:
The AI uses fuzzy matching, so partial names and even nicknames work. If multiple clients match, it asks you to clarify.
Move through the pipeline:
Log interactions:
Client portal:
Using the Dashboard
42
Total Clients
28
Active
14
Leads
Adding a client manually:
Switch to Edit mode (pencil icon in the header)
Click the Add Client button
Fill in the form
Click Save
Editing and deleting:
Pipeline Stages
Clients move through stages as your relationship progresses:
Change a client's stage from the edit form, or ask your AI to move them.