Client Briefs
Collecting client requirements in a structured form: creating a brief and a public filling wizard.
Client Briefs — structured questionnaires for clients: instead of twenty emails asking "what exactly do you want?", you get one form with the right questions.
Where to find it
CRM & Contacts module → Client Briefs (…/briefs).
How it works
- Create a brief with questions tailored to your project type (website, renovation, furniture — anything).
- Send the client a link — they fill out a convenient step-by-step wizard without registration.
- The answers appear in the system, linked to the client in CRM.
Tips
- Use different field types: selections, scales, file uploads (references);
- Shorter briefs are filled out more often: 10–15 questions is optimal.