Back to Help CenterFor Freelancers
Tag immediately -- categorize contacts within minutes of meeting them Add notes same-day -- capture conversation details while they are fresh Set follow-ups -- never rely on memory for important follow-ups Review weekly -- spend 15 minutes each week reviewing and updating your CRM Clean regularly -- archive irrelevant contacts to keep your CRM focused
Using the CRM
Master the Jodly CRM to organize contacts, track interactions, and close more deals.
Quick Steps
- 1Access CRM -- Navigate to the CRM tab from your dashboard.
- 2View contacts -- Browse all contacts with search, filter, and sort options.
- 3Add context -- Add notes, tags, and follow-up reminders to each contact.
- 4Track pipeline -- Use tags and notes to manage your sales pipeline.
Jodly CRM Overview
The Jodly CRM is a lightweight, mobile-first contact management system designed for freelancers and small teams. It is integrated directly into your Jodly app, so every card exchange automatically populates your CRM.
Key Features
Contact cards
Each contact has a detailed view showing all their information, interaction history, notes, and tags.
Smart search
Find any contact instantly by name, company, tag, or note content.
Tags and categories
Create custom tags to organize contacts by priority, project, event, or any criteria you choose.
Interaction timeline
See a chronological history of all interactions with each contact -- scans, exchanges, notes, and follow-ups.