AssociatesCRM Platform
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Each band multiplies the base price of band-scaled services. Band 0 (Nil) must have multiplier 1. Changes apply immediately when saved.
| # | Label | Multiplier |
|---|
When a client has more than one company / business with MSF, a banded discount comes off all fees. It is applied first, before any manual discount. Set the number of companies on each proposal (Companies with MSF). Internal only — never shown to clients. Each row: from this many companies, apply this % off. The highest band the count reaches wins.
| From (companies) | Discount % |
|---|
Firm-wide constants merged into every Letter of Engagement and the Terms & Conditions — supervisory body, complaints body, insurer details and default notice period.
One letter template per entity type, merged with deal-specific details (primary officer, manager, start date, fees) when a Letter of Engagement is generated. Every letter automatically bundles the Schedule of Services for each enabled service and the Terms & Conditions below.
Write the responsibilities text for each service. These are bundled after the Engagement Letter for every enabled service on the deal.
The standard wording for each service: what we do, what the client does, what is not included, and what they send us, how and when. A client's SOP starts from this when it is built from their signed proposal, and is then edited for that client. Changing it here does not change an SOP already written.
This text is shown on the client's proposal page when T&C is enabled on a share link. HTML supported.
Shown on the client's proposal, before the approval step: the onboarding roadmap ("what happens after you approve") and your "our promises to you" block. Edits apply to new proposals; already-sent ones keep what they were sent with. Leave a section empty to hide it.
Sent automatically to the client the moment they sign a proposal (or Letter of Engagement) — their signed Proposal PDF, and the LoE PDF if one was bundled, are attached automatically. We're BCC'd at [email protected]. HTML supported.
Tokens: [FirmName] [ClientName] [PrimaryContact] [PrimaryContactFirstName] [CurrentDate]
Used by the "Draft email" button on deals. The draft opens in your own mail app for you to check and send — nothing sends automatically. Placeholders: {{first_name}}, {{last_name}}, {{company}}, {{my_name}}.
Named bundles of tasks — e.g. New Client Onboarding, Adding Payroll, Annual Accounts only. When a deal is marked won you pick which one applies, and any deal's checklist can have one added at any time, so an existing client taking on one more service does not get the whole onboarding.
Changes save instantly. Checklists already on a deal are not affected.
The steps a task moves through, and the columns of the Tasks board. The five core ones (To do, In progress, Waiting on client, Review, Done) can be renamed and recoloured but always stay. Add your own beside them, e.g. Waiting on HMRC or With the partner: each belongs to one of the five, which decides how it counts (a waiting one does not count as late; a done one closes the task). Retire one you no longer use: tasks already in it keep it.
Each service is how a job runs: its phases (who does each, how long it should take, whether the client gets an email when it is done) and its checklist. Everything saves as you change it, and applies at once to every open job of that service. What a job has already ticked or finished is kept.
Upload Engager's Jobs list export (Jobs → Export → CSV) and the hub mirrors it: new jobs are added, the ones already here are brought up to date (phase, status, our deadline, the statutory one, staff, fee, notes), and a job no longer in the export is marked done. What the hub adds is kept: comments, time, planned blocks. You see what it will do before anything changes. Upload as often as you like.
Where your deals & contacts come from. These appear in the source dropdowns on deals and contacts, colour the pills on the board, and drive the Revenue by Source report. Rename or recolour freely — existing deals keep their stored source text, so keep the name if you just want a new colour.
Your sales stages — the columns on the deals board before a deal is won. Add, rename, recolour and reorder them here. Onboarding, Won, Lost and Nurture are fixed system stages (they carry onboarding, AML and win-rate logic) and aren't editable. If you remove a stage that still has deals in it, those deals stay safe and appear in an “Unsorted” column on the board until you drag them elsewhere.
Leads captured at past events are deals that record who took them. Match each capturer to a team member below and assign in one go. By default only unassigned leads are touched, so this won’t overwrite anything you’ve already set.