CRM

The CRM module in Cinqd helps you centrally manage customers and suppliers, control visibility, customise views, and keep all commercial relationships structured and accessible across your business.

The CRM is split into two core sections:

Customers

Suppliers

Both sections share the same powerful features:

Custom views

Column management

Search & pagination

Import & manual entry

Detailed profile records

Accessing the CRM Module

From the main left-hand menu:

Click CRM

Choose either:
- Customers
- Suppliers

Customers Section

Customers Dashboard Overview

When you open CRM → Customers, you’ll see the main customers table.

At the top, you’ll find view options:

My Customers
Shows only customers assigned to you as the owner.

Saved Views
Displays any custom views you’ve created.

All Customers
Shows every customer in the system (subject to permissions).

Private List
Shows customers marked as private and only visible to authorised users.

Adding a New Customer

Option 1: Quick Start

Click Add Customer (top right or centre prompt)

Option 2:

Click + Customer

You’ll be taken to the Create Customer screen.

Create Customer – General Tab

This tab stores the customer’s core business details.

Required & Common Fields:

Customer Name (required)

Customer Status (e.g. Active / Inactive)

CRN

Country Code

Business Telephone

Business Email

Business Website

Contact Owner (internal owner)

Create Customer Form

The Create Customer form is not a fixed system form.

It is powered by Cinqd’s Builder module, meaning:

This is the same master form used across CRM

Admin users can add, remove, or modify fields

Fields can be set as:

- Required

- Optional

Custom fields can be created without development work

This gives businesses full flexibility to tailor CRM data to their industry, compliance needs, or internal workflows.

Setting a Customer as Private

Customers can be marked as Private to restrict visibility.

When a customer is private:

They only appear in the Private List

Only authorised users can view them

Access is controlled via Roles & Permissions

Private customers are ideal for:

High-value clients

Confidential accounts

Sensitive internal relationships

Customer Profile Tabs Explained

Once saved, each customer has multiple tabs:

General – Core company information

Contact – Contact persons & communication details

Services – Services provided to the customer

Work – Linked tasks and workflows

Emails – Email communication history

Billing – Billing-related details

Files & Forms – Uploaded documents and completed forms

Reviews – Internal or recorded feedback

Custom Forms – Onboarding, tax, or compliance forms

This structure ensures every team works from a single source of truth.

Managing Customer Contacts

Each customer can have multiple contacts.

From the Contact tab you can:

Add multiple contacts

Define roles (e.g. Director, Finance, Admin)

Set one contact as the Primary Contact

The Primary Contact is used as the default for:

Email communication

Billing correspondence

Client portal access

Linking and Unlinking Contacts to Customers & Suppliers

In Cinqd CRM, a single contact can be linked to multiple customers and suppliers. This is useful when the same person acts as a point of contact across different companies, subsidiaries, or vendor relationships.

Why this matters

Avoids duplicate data entry / double data entry
Maintains a single source of truth / more efficient
Preserves communication history across linked entities / gives visibility of a contact with multiple connections or smth as well

They can also be unlinked by clicking the cross and confirming the pop up

Viewing Linked Customers & Suppliers

When viewing a contact profile:

Go to CRM → Customers
Open a customer

Marking and Unmarking a Primary Contact (Blue Heart)

In Cinqd CRM, every customer and supplier must always have one Primary Contact.
The Primary Contact is identified by the blue heart icon next to the contact’s name.

This ensures there is always a clear main point of communication for each account.

What the Blue Heart Means

💙 Blue heart = Primary Contact
Exactly one primary contact is required at all times
The primary contact:
- Is the default recipient for communications
- Appears first in contact views
- Acts as the main point of responsibility for the account

Emailing the Primary Contact

When emailing from the CRM:

The Primary Contact is selected by default

Emails are logged automatically in the customer record

Full communication history is visible to authorised users

This ensures consistent communication and prevents lost conversations.

Adding Services from CRM

Services can be added directly within a customer profile.

From the Services tab, you can:

Add new services for the customer

Define billing frequency and value

Link services to proposals and invoicing

Keep delivery and billing aligned

This allows teams to manage sales, service delivery, and finance in one place.

Creating Ad-hoc Tasks from Work Tab

The Work tab supports both structured workflows and one-off tasks.

You can:

Create ad-hoc tasks

Assign them to team members

Set due dates and priorities

Track progress against the customer

Ideal for:

Unplanned client requests

Follow-ups

Quick operational actions

Pinned Forms for Customers

Pinned Forms are reusable forms that stay consistently accessible across customer profiles. Instead of appearing inside standard CRM views by default, pinned forms are surfaced in a dedicated tab for quick access. This design keeps CRM screens clean while ensuring important forms are always ava…
Pinned Forms are reusable forms that stay consistently accessible across customer profiles. Instead of appearing inside standard CRM views by default, pinned forms are surfaced in a dedicated tab for quick access.

This design keeps CRM screens clean while ensuring important forms are always available when needed.

Where to find pinned forms

Pinned forms appear in a separate Pinned Forms tab
It doesn’t aggregate each form set as pinned to the customer profile in the builder is pinned separately
The same pinned form will show its Unique data across multiple customers

User Fields: