Initial Configuration

Set up your Clientverse account after your first login to get the best experience.

First Login

When you first log in to Clientverse, you'll be presented with the main dashboard showing your pipeline overview. Before you start adding contacts and deals, it's a good idea to review your account settings.

Accessing Settings

Click on the Settings icon (gear icon) in the application to open the settings panel. Here you can configure:

  • Your display name
  • Email address
  • Password
  • Language preferences
  • Default currency and timezone

Setting Up Your Pipeline

Before tracking deals, configure your sales pipeline stages. Navigate to Settings → Pipeline to customize the default stages:

  1. Review the default stages (Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost)
  2. Add, rename, or reorder stages to match your sales process
  3. Set default probabilities for each stage to forecast revenue

Tip: Keep your pipeline simple to start — you can always add more stages later as your process evolves.

Language Settings

Clientverse supports multiple languages. To change your interface language:

  1. Open Settings
  2. Find the Language dropdown
  3. Select your preferred language
  4. The interface updates immediately — no restart required

If your language is not available, consider contributing a translation.

Importing Your Data

To get started quickly, import your existing contacts and companies via CSV:

Importing Contacts

  1. Navigate to Contacts → Import
  2. Download the CSV template to see the expected column format
  3. Upload your CSV file and map columns to Clientverse fields
  4. Review the preview and confirm the import

Importing Companies

  1. Navigate to Companies → Import
  2. Follow the same CSV upload and mapping workflow
  3. Contacts can be linked to companies after import

Navigating the Interface

Clientverse provides a clean, organized interface. You can:

  • Use the sidebar to navigate between Contacts, Companies, Deals, Activities, and Reports
  • Use the dashboard for a quick overview of your pipeline and upcoming activities
  • Use the global search bar to quickly find contacts, companies, or deals

Continue to Understanding User Roles to learn about the different permission levels in Clientverse.