A Visual Walkthrough of the Ivorey™ CRM

The CRM gives you a complete view of every interaction your clients have with your brand. You can track conversations, assign tasks, book appointments, share documents, review their payment history and more - without leaving their client file. Watch this video for a visual walkthrough inside the Ivorey™ CRM.

What You Can See in a Contact File:

Each contact profile includes their:

All messages (Email, IG, FB, SMS)
Tags and custom fields
Form submissions
Courses and communities they have access to
Booked or cancelled appointments
Documents (uploaded by you or them)
Payments, invoices, and subscriptions
Activity logs (e.g. what they viewed, clicked, submitted)

You can also:

Send emails, SMS, or Instagram DMs
Use pre-written templates with snippets
Leave internal notes for your team
Create, assign, and track tasks

Frequently Asked Questions

How can I add a new contact manually?

Click “Add Contact” in your CRM dashboard and enter their details, including name, email, phone number, and any relevant tags or notes.

How do I merge duplicate contacts?

Go to the contact list, select the duplicate entries, and choose “Merge Contacts” from the actions menu. You’ll be able to review and confirm which data to keep before finalising the merge. Note this is irreversible so use caution

How can I see what tags a contact has?

Open the contact’s profile and scroll to the “Tags” section on the left. You’ll see a full list of applied tags, which you can edit or remove at any time.

Can I bulk tag multiple contacts at once?

Yes! From your contact list, select the contacts you want to tag, click “Bulk Actions,” and choose “Apply Tag.”

Can I link a task to a specific contact?

Absolutely - when creating or editing a task, link it to a contact so it appears in both the task dashboard and their contact file.

How do I add a contact to a workflow?

From the contact profile, click “Actions” and select “Add to Workflow.” Choose the automation you want to enrol them in.

How do I remove a contact from a workflow?

Open the contact’s profile, navigate to the “Automation” tab, and select “Remove from Workflow” next to the relevant automation.

Can I see which workflows a contact is currently in?

Yes - check the “Automation” tab in the contact profile to view all active and completed workflows tied to that contact.

Can I book an appointment on behalf of a client?

Yes! From the CRM or calendar dashboard, select “Create Appointment,” choose the client, time, and service, then save it.

How do I view cancelled appointments?

Go to the Appointments tab and filter by “Cancelled” to see all past and upcoming cancelled bookings.

Where do I upload a document to share with a client?

Open the contact profile and head to the “Documents” section to upload a file directly. This will also sync with their client portal.

Can I track whether a document has been viewed or signed?

Yes - the document status will show whether it's been opened, signed, or is still pending.

How can I view a client’s payment history?

Head to their contact profile and open the “Payments” tab for a full transaction history, including invoices and subscriptions.

How can I cancel or update a client’s subscription?

From the “Payments” section, select the subscription and choose “Cancel” or “Edit Subscription Details.”

Can I send a message to a client directly from the CRM?

Yes - use the messaging options inside their contact profile to send email, SMS, WhatsApp, Instagram or FB DMs depending on what you and they have connected.