Go to Clients → click + New Client. Fill in all required fields: Business Name, Contact Name, Email, Phone, Industry, Plan, and Pipeline Stage set to onboarding. The client record is the single source of truth for all their information throughout the lifecycle.

Once the client record is created, click the Send Welcome button on their profile. This triggers their welcome email. Follow up within 24 hours to collect intake information including: brand colours (hex codes), logo files, target audience, key services, preferred tone of voice, social media handles, and any existing website content to migrate.

Go to Build Tracker → click + New Build and select the client. Fill in: Primary Colour, Secondary Colour, Business Name, Supabase project URL and anon key (from the NVative Supabase project – all clients share one project). Click Trigger Build. The system will automatically generate a customised CRM and website, deploy both to Netlify, and create Supabase tables for the client using the master template.

In Build Tracker, click Details → on the new build. Confirm both the CRM URL and Website URL are live and loading correctly. Test login with the client's credentials (default: admin@[domain].com / [BusinessName]2026!). Check that the client's Support tab shows an empty table (not an error), the Team & Users tab loads, and the Dashboard shows zeros (not crashes).

Send the client their CRM URL and login credentials. The login email is their primary contact email and the temporary password follows the format [BusinessName]2026!. Advise them to change their password on first login via the Team & Users page. Add them as Admin in the nvative_crm_users table via Supabase or the NVative CRM team management section.

Once the client confirms access, update the Build Tracker entry to live stage. Then update the client record's Pipeline Stage to live and Plan Status to active. Set up their monthly billing in the Billing section. Log a note on the client record confirming the go-live date.

Schedule a check-in call 30 days after go-live. Review their CRM usage (check if they've added leads, tasks, and blog posts), ask for feedback, and identify any custom work requests. Create a Task in the NVative CRM to remind yourself. Update the Health Score accordingly.

The Client Inbox tab aggregates support requests from all active client CRMs in real time. Every client who has a row in the nvative_clients table with a table_prefix and status = active will automatically appear here. You do not need to add new clients manually – once their build is complete and their record has the correct slug, their messages appear immediately.

Click any message thread to open it. Read the client's message, then type your reply in the Reply to client box at the bottom. Click Send Reply. Your reply is written directly to the client's Supabase table and appears in their CRM Support tab within seconds – no email, no delay. Change the status using the dropdown (Open → In Progress → Resolved) to keep the thread organised.

If the client's request involves custom work (new features, integrations, additional pages), click the 💰 Quote button while viewing the thread. This opens the Quote Builder with the request pre-linked. Build the quote with line items (see Section 3 below), then click Send to Client. The quote will appear in the client's Quotes tab immediately.

Use the All Types and All Status dropdowns at the top right to filter by request type (Support, Custom Work, Bug, General) or status. Aim to keep the inbox clear of open items older than 48 hours. Regularly mark resolved threads as Closed to keep the view clean.

Go to Work page → Quotes section → click + New Quote, OR open a thread in Client Inbox and click 💰 Quote. Add a clear title, optional scope description, then add line items: each item needs a description, quantity, and unit price. GST (10%) is calculated automatically. You can save as Draft or Send directly to the client.

Once sent, the quote moves through these statuses automatically: Draft → Sent (client notified) → Accepted or Changes Requested (client responds in their CRM) → Invoiced (after you create the invoice). Monitor the Work page for quote status updates. When a client requests changes, revise the quote and resend.

When a quote shows status Accepted, click it to open the detail view. Click Create Invoice + Task ✓. This simultaneously: creates an invoice in nvative_quote_invoices with a 14-day due date, creates a work task in nvative_work_tasks with High priority, and marks the quote as Invoiced. The client can view their invoice in their CRM.

All work tasks created from accepted quotes appear in the Tasks section of the Work page. Update task status as work progresses: Todo → In Progress → Review → Done. Use the client_notes field to log progress updates that are visible to the client in their CRM. When marking a task Done, also update the invoice status to Paid once payment is confirmed.

The auto-build pipeline uses a Supabase Edge Function (trigger-client-build) that: fetches the master CRM template from Supabase Storage, replaces all placeholders (business name, colours, Supabase keys, table prefix) with the client's actual values, creates two Netlify sites (CRM + website), deploys both, and updates the build record. The whole process takes under 60 seconds.

The master CRM template uses these placeholders which are replaced at build time:

When a new client is built, their row in nvative_clients must have table_prefix, slug, and status = active set. The NVative inbox reads this table dynamically on every load – no code changes are needed. Simply ensure the client record is complete and they will appear in the inbox automatically.

The master template lives in Supabase Storage at nvative-builds/_template/crm.html. To update it: download the current template, make changes, re-upload replacing the existing file. All future builds will use the updated template. Existing client CRMs are NOT automatically updated – they must be redeployed manually from the Build Tracker if updates are needed.

Go to Blog in the NVative CRM. Click + New Post and select the target client. Write the post with title, category, excerpt, and full content. Set status to Draft to review first, or Published to go live immediately. Click Push to Client to write the post to nvative_blog_pushes where the client's website reads it dynamically.

Client CRMs have a Blog tab that shows posts pushed by NVative. Clients can view published posts and request new blog topics via the Support tab. NVative writes all blog content centrally – clients do not create posts themselves. This ensures quality control and consistent SEO standards.

Each client record has a Pipeline Stage that reflects where they are in the lifecycle:

Review every active client's Health Score on the first Monday of each month. Check: Are they logging into their CRM? Are they engaging with content? Have they submitted support requests? Have they responded to communications promptly? Set to Good (active, engaged), At Risk (low engagement), or Critical (no activity, potential churn). Create a follow-up task for At Risk or Critical clients.

Go to Billing to manage subscriptions and invoices. Monthly subscription invoices are managed via Stripe and appear here automatically. For custom work invoices created from accepted quotes, these appear in the nvative_quote_invoices table and are visible to clients in their CRM. Mark invoices as Paid once payment is confirmed in your bank or Stripe dashboard.