How to use CRM system

Build your client database, with details, sales, project and more

How to use CRM system
How to use CRM system
How to use CRM system
How to use CRM system
How to use CRM system
  1524 Students

With a client CRM, you can build an online database of your clients with all necessary information:

  • Address
  • Documents
  • Contacts
  • Notes
  • People
  • Categories

A system keeps it in the form of a list like an excel spreadsheet. Expand your data collection with one of 15 available modules:

  • Sales
  • Calendar
  • Projects
  • To-do list
  • Assets
  • and more

Sharing your information with others, it’s something that will help you grow. That’s why you can share your database with other people, simply inviting them to your system.

Invited people will see what you want them to see:

  • They can see everything
  • They can see only assigned records
  • They can see only their records

This way, you can use the system for managing Sales, Accounting, or Support. CRM system is robust and will expand with your company.

Available lessons

Property: Clients

"Learn about it"

Property: Appointments

"Learn about it"

Property: Offers

"Learn about it"

Property: Contracts

"Learn about it"

Property: Evidence

"Learn about it"

Adding clients

"Learn about it"

List settings

"Learn about it"

Inviting people

"Learn about it"

List view

"Learn about it"

Client card

"Learn about it"

Additional fields

"Learn about it"

import CSV/XLS

"Learn about it"

Email client

"Learn about it"

Notes

"Learn about it"

Calendar

"Learn about it"

Sales

"Learn about it"

Invoices

"Learn about it"

Tasks

"Learn about it"

Assets

"Learn about it"

Contracts

"Learn about it"

Evidence

"Learn about it"

Projects

"Learn about it"

Phone

"Learn about it"

Chat

"Learn about it"

SMS client

"Learn about it"

Files

"Learn about it"

Core values

"What you should know"