Guides

Practical CRM guides for agencies, sales teams, and client-service businesses.

Use these guides to design the process behind your CRM. Each article includes practical examples, checklists, and links to related topics so you can move from a single fix to a repeatable way of working.

For instructions on using Cleo itself, open the product documentation.

Start and structure your CRM

CRM for marketing agencies

Choose an account structure, define ownership, and manage client relationships without mixing client data.

CRM implementation checklist

Plan the process, prepare migration data, test permissions, run a pilot, and measure adoption.

Client onboarding checklist

Move from signed agreement to kickoff, access collection, the first milestone, and a clear 30-day plan.

Build a reliable sales process

Lead management process

Capture, qualify, assign, follow up, and resolve leads with clear ownership at every step.

Sales pipeline stages

Define stages from buyer evidence, set exit criteria, and identify opportunities that have stalled.

Sales forecasting

Build a forecast from opportunity value, stage conversion, expected timing, and visible assumptions.

Organize contacts and customer data

CRM tags

Use consistent labels to classify contacts, flag important context, and support repeatable filters.

Smart lists

Turn saved conditions into live contact audiences for recurring reviews and outreach.

Customer segmentation

Build useful audiences around lifecycle, value, behavior, customer needs, and relationship risk.

CRM data cleanup

Resolve duplicates, stale opportunities, inconsistent fields, and import problems without losing history.

Plan recurring operations

CRM automations

Understand triggers, conditions, actions, safeguards, and the processes worth automating first.