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Clients Directory

Manage your leads and customer relationships.

Total Clients: 0
Add Client
Name & Contact Status Workflow Notes & Custom Data Date Actions
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Add Client Manually

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Edit Client

Custom Lead Fields

Form Fields Configuration

Build your custom public form fields here. These will also appear when adding clients manually.

CRM Settings

This name appears on the sidebar and public form pages.

API & Integrations

Configure API access and view documentation.

API Keys Management Documentation

Generated API Keys

NameAPI KeyPermissionsActions
Zapier Integration

API Usage Statistics

Monitor your API key activity and recent requests.

Overall Key Usage

Key NameTotal RequestsLast Used
Zapier Integration 42 Hits Today, 10:30 AM
MiniCRM Demo: Public Form Admin Dashboard