CRM

Custom Client Statuses

Accounts in your workspace can have different statuses. The default statuses are Contact, Lead, Client, Client Team:

You can rename these default statuses or add new custom statuses. These are useful for showing what stage a person is at in your sales funnel.

CRM Fields

In Wayfront, you can create custom CRM fields for storing internal information and extending customer profiles. You can set up these fields in your Wayfront Settings → Clients as shown below:

Drag and drop the fields you’d like to add to your client profiles, then click on them to edit field options. The available field types are Text, Textarea, Dropdown, Checkbox, File, and Rich Text.

These fields will be visible to your team when editing client accounts. You can then use the value of the field to show or hide some content in your Client Portal, or embed a report using the template editor.

When you mark a CRM field as Important, its name and value will appear on every order and ticket belonging to that client — giving your team quick context without opening the client’s profile:

Unlike Intake forms which are typically submitted when starting an order, CRM fields can be updated in client’s profile as needed. This is useful if you need to collect some general information about your customer without having to ask for it in every order, or to store information about clients internally.

Pipelines & Kanban Boards

Pipelines let you move clients, companies, and orders through custom stages on a drag-and-drop kanban board. There are two types:

- Sales pipelines live on the Accounts page and track clients or companies through stages like New Lead, Qualified, Proposal Sent, Won.

- Production pipelines live on the Orders page and track orders through your delivery stages.

To create one, switch the Accounts or Orders index to the Board view and use the pipeline selector in the top bar. Click New pipeline, give it a name, and Wayfront will generate the appropriate default stages. You can rename, recolor, or rearrange them from the pipeline's settings page.

Drag cards between columns to advance them. Each card shows the key details at a glance. For orders, that's the service or title, due date, open task count, and client or company. Hover a card to reveal the × button if you want to remove it from the board. Clicking a card opens the client, company, or order in a side drawer so you can edit it without leaving the board.

Each pipeline can be visible to all staff, specific staff members, or specific roles. Set this from the pipeline's settings page.

You can also set up AI-assisted automations that trigger on stage changes and other events. For example, automatically adding new clients to a sales pipeline on signup. Describe what you want in plain English and Wayfront generates the rule for you. Automation runs are recorded in a log viewer so you can see what fired and when.

Scheduled Activities

Activities are notes, follow-ups, and reminders you can attach to a client profile. Use them for check-in calls, upsell opportunities, or anything you need to circle back on later.

To schedule one, open a client's profile, scroll to the Activities section, write your note, toggle scheduling on to set a due date, and optionally assign it to a team member. Your scheduled activities appear on the client's timeline, in the assignee's Todo > Activities tab, and are flagged in red when past due.

For the full Todo workflow, see the Tasks article here.