1. Click on the CRM in the left sidebar. 

2. If you have no clients, you can invite a new client to the platform by clicking the Invite a Client button. 

Note: You can also activate Client Register in Settings > Agency tab to allow users to register to your agency by themselves. 

3. You can click on each customer to see the client details, set the permissions and limitations, Send invoice, or create subscription for them and start collecting money.