Candid CRM is not finished yet, today I have made sure the settings screen looks good on both mobile and desktop.
This morning I removed all the test data from my account, this left me with no contacts which has not happened since before I started on the dashboard. This gave me blank “Upcoming Actions” and “Upcoming Birthdays”, which is OK, but better to let the user know. It was also blank where “New Contacts” and “Recent Notes” should be. I’ve added a message to explain this.
My Candid CRM is now ready to add contacts, but before I do this, I headed to the Settings screen.
Contact Types
I am going to start with the default contact types. They fit my bespoke software business and that is the customer I want to find. For my apps, there are too many stages, but I can skip for the time being.
Products & Services
I have added my main products and services as of today. I can see this expanding but for now this is a good start. Where’s My Website is an old product that I have discontinued. I have disabled it but may enable it if people need to know if their website is up and running.
User Defined Fields & Address
I am not sure what I want to use the user defined fields for. I want to make sure that I have had a one-to-one with my contacts but not sure about a second one-to-one. I definitely want to know what their biggest business problems are. This I will come back to.
I never wanted to include address in Candid CRM. But, it is vital for some businesses. Here you can switch it on if you need it.
MailerLite API Details
I have used MailerLite for a year. It is easy to use and to add automations. By providing an API key and a Group ID, any new contact added will be added to that group. I am thinking of adding an automation to send a welcoming email. Tell the person a little about myself and Mustard Software. Finally, a button for the customer to book a one-to-one using something like Calendly. All of this is to make it as easy as possible to get time with the people I am adding to Candid CRM.
Ready to go!
Monday 5th January 2026 is the date most people will be back at work. Those in today are likely to be preparing for the New Year, I know I am!
Monday will also be the day I start adding peoples details to Candid CRM. I am looking forward to using the “Scan Business Card” function as well as adding some of my existing leads and customers, people I have not spoken to for a long time.