Waiting On

Updated

What Is “Waiting On”?

Waiting On is Micro-CRM’s priority view. It surfaces clients who are in an active waiting state — meaning you’ve done something and now the ball is in their court, or you’re waiting on something from them.

The Waiting On list appears in three places:

  1. Sidebar — the first section at the top, above All Clients
  2. Menu bar extra — visible without opening the main window
  3. Menu bar header — a count badge shows how many clients are waiting

Which Clients Appear Here?

A client appears in Waiting On when their status is set to either:

  • 🟠 Waiting for Money — you’ve invoiced and are awaiting payment
  • 🔵 Waiting for Feedback — you’ve delivered something and are waiting for a response

Clients with Other status do not appear in this section.

Setting a Client’s Status

  1. Click the client in the sidebar
  2. Click the Status dropdown in the detail view
  3. Select Waiting for Money or Waiting for Feedback
  4. The client immediately appears in the Waiting On section

To remove a client from Waiting On, change their status back to Other once you’ve received the payment or feedback.

Using Waiting On as a Daily Workflow

The Waiting On section is designed to be your first stop each morning:

  1. Glance at the menu bar icon — the count badge tells you immediately how many clients are in a waiting state
  2. Click the menu bar icon to see the full list without opening the app
  3. Open Micro-CRM if you need to take action — click a client to see their follow-ups and notes
  4. Once resolved, change the client’s status to Other to clear them from the list

This keeps your attention focused on what genuinely needs a response, not on clients where work is simply underway.

Waiting On in the Analytics Dashboard (Pro)

The analytics dashboard includes a Client Status Distribution chart that shows how many clients are in each status — including how many are waiting for money. If a large proportion of your client base is in a waiting state, the AI insights may surface this as a priority alert. See Analytics & Insights for more.