Help CenterWhat the CRM is
How the CRM section is organized.
Written by MomentoNovember 6, 2026
The CRM helps you look after your client base: see how it's evolving, handle what's urgent and automate follow-ups. It has four tabs, each with a counter of pending items:
| Tab | What it's for |
|---|---|
| Overview | Your clients' key indicators |
| Tasks | Team follow-ups (under construction) |
| Alerts | What the team needs to act on |
| Automations | Rules that send messages and move clients on their own |
The Overview indicators
The indicators rotate one by one (for example, 1 / 14). You can:
- Switch between Daily mode and Monthly mode.
- Choose which indicators to show with Configure indicators.
- Stop them rotating with Lock.
Note: access depends on each professional's CRM permissions.