Eclipse Cloud Feature

Client Management (CRM)

Maintain client organizations, multiple contacts, status segments, industry categories, tax-reference fields, and contact details in one searchable database. Client records can show associated support tickets and contacts, while CSV export supports operational follow-up. Eclipse Cloud does not provide a complete interaction timeline.

What It Solves

  • Keep all client information organized in one place
  • Segment clients by status (Lead, Active, VIP, Inactive, Churned)
  • Track multiple contacts per client organization
  • Keep tax-reference fields alongside client records

Key Capabilities

  • Client segmentation (Lead, Active, VIP, Inactive, Churned)
  • Multiple contacts per client organization
  • Industry classification and categorization
  • Tax number reference field
  • Client contacts and associated support tickets
  • Quick search and filtering

How It Works

1

Add clients with company details, contacts, and tax information

2

Categorize by industry and segment by status

3

View client contacts and associated support tickets

4

Export filtered client records to CSV

Frequently Asked Questions

Ready to Get Started with CRM?

Put this module to work in your Eclipse Cloud workspace for $30/month.

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