1
Choose what to measure
Open the reporting or dashboard area and pick the activity, goal, or result your team wants to track.
All features
Feature guide
Use Client Customize with confidence
Client-facing customizations and activity reports for etellu CRM.
How to use Client Customize
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Set filters and timing
Use date ranges, users, customers, or status filters to focus the view on useful data.
3
Read the trend
Compare the numbers with recent activity so the team can see what changed.
4
Decide the next move
Turn the report into a follow-up, process change, or goal adjustment.
Where it helps
Client Customize helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Client Customize?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.
