> ## Documentation Index
> Fetch the complete documentation index at: https://voru.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Nurture CRM

> Stay consistently in touch with future clients until they are ready to buy or sell.

# Nurture CRM

The Nurture CRM is your contact management system for people who are not ready to transact yet but will be in the future. Staying in touch on a consistent schedule keeps you top of mind when they are ready to make a move.

## Adding a Nurture Contact

Click **Add Contact** and fill in as much detail as you have:

### Contact Fields

| Field                  | Description                                             |
| ---------------------- | ------------------------------------------------------- |
| **Name**               | Contact's full name                                     |
| **Phone**              | Primary phone number                                    |
| **Email**              | Email address                                           |
| **Address**            | Home or mailing address                                 |
| **Lead Date**          | When this person first became a lead                    |
| **Touch Every (Days)** | How often you should reach out, in days                 |
| **Level**              | Priority score from 1 (low) to 10 (highest)             |
| **Source**             | Where this lead came from                               |
| **Avg Price Range**    | Approximate price range they are shopping               |
| **Timeframe**          | When they expect to transact (1 Month up to 12+ Months) |
| **Type**               | Buyer, Seller, or Both                                  |
| **Status**             | Active, Converted, or Dead                              |
| **Notes**              | Anything else relevant to this contact                  |

## Touch Schedule

When you save a contact, Voru calculates the next touch date based on your **Touch Every** setting. Contacts appear with a countdown showing how many days until the next touch is due.

If a touch is overdue, the contact is flagged with an alert so it does not slip through the cracks.

## Contact Levels

Use the Level field (1 to 10) to prioritize your nurture list. A Level 10 is a hot prospect you should contact frequently. A Level 1 might be someone two years out who just needs occasional check-ins.

Sort or filter by level to focus your outreach on the most promising contacts.

## Contact Status

| Status        | Meaning                                     |
| ------------- | ------------------------------------------- |
| **Active**    | Currently being nurtured                    |
| **Converted** | Became a client and is now in your pipeline |
| **Dead**      | No longer a valid lead                      |

When a contact converts, update their status to Converted and create a transaction in your Pipeline to track the deal.

## Filtering and Searching

Use the search bar to find contacts by name. Filter by Type, Status, Level, or Timeframe to focus on a specific segment of your nurture list.

## Best Practices

* Set realistic touch frequencies. A Level 10 buyer might need a call every 7 days. A Level 3 seller two years out might need a touch every 60 days.
* Record a note after each touch so you remember the conversation next time
* Review your overdue contacts at the start of each day
* Move contacts to Converted as soon as they sign. This keeps your active list accurate and your Leaderboard numbers clean