Horizon — CRM & Client Management

Keep all your client and prospect relationships organised in Horizon. Track every opportunity from first contact to signed contract.

Horizon is your intelligent client management module. It tracks every client, every prospect, and every commercial relationship you have — and unlike a simple address book, it tells you where each relationship stands and what you need to do next.

You do not have to be a salesperson. Horizon is designed for business owners who simply want to avoid forgetting to call a client back or follow up on a quote.

What You Can Do in Horizon

  • Store all your contacts — clients, prospects, suppliers, partners — in a single organised place
  • Track your sales opportunities — an opportunity is a potential sale. Horizon shows you where each one stands: new, in progress, won, or lost
  • Keep a complete interaction history — every call noted, every email sent, every meeting planned is recorded against the relevant contact

Key Concepts

A Contact is a real person (a director, a buyer, a decision-maker).

A Company is the business your contact works for. A contact is always linked to a company.

A Lead is a contact who has expressed interest in your services but with whom you do not yet have a formal commercial relationship.

An Opportunity is a concrete potential sale — someone has asked for a quote or expressed a specific need. You track its progress until it is won or lost.

Guide — Add a New Contact

  1. In the left menu, click Horizon
  2. Click Contacts in the submenu
  3. Click New Contact in the top-right corner
  4. Fill in the First Name, Last Name, Email, and Phone fields
  5. In the Company field, type the company name and select it (or create it if it does not exist yet)
  6. Click Save

The contact is now in your Horizon address book. You can create an invoice for this contact directly from their profile by clicking Create Invoice.

Guide — Create and Track an Opportunity

  1. Open an existing contact’s profile
  2. In the Opportunities tab, click New Opportunity
  3. Give the opportunity a descriptive name (e.g. “Website Redesign — Martin Bakery”)
  4. Enter the estimated value of the sale
  5. Select the current stage: New, Qualified, Proposal Sent, Negotiation, Won, or Lost
  6. Click Save

Update the opportunity stage each time the situation evolves. The Horizon dashboard will then show you the total value of your entire sales pipeline.

Guide — Log a Client Interaction

Every time you call a client or have a significant conversation, log it so you never forget it:

  1. Open the contact’s profile in Horizon
  2. Click the Activity tab
  3. Click Log Activity
  4. Select the type: Phone Call, Email, Meeting, or Note
  5. Write a brief summary of what was discussed and any agreed next steps
  6. Click Save

This activity appears in the contact’s timeline, giving you a full history of every interaction.