How to use CRM system

Get rid of Excel Spreadsheet! Build your client database with details, sales, and projects. Share it with others like there is no tomorrow

Files

You can use the client list as a file repository for important documents. All files are saved in a very secured cloud and protected from being destroyed. On the client card you will find a files mo...

This is just a little of the lesson. Take the course to see the rest

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"

CRM

With Customer CRM, you can build your online customer database with all the necessary information and share it with your colleagues

CRM
CRM
CRM
CRM
CRM
  238 user

How to manage customer data with free CRM

Customer data is the bread and butter of any business. It helps businesses understand their customers, their needs and how to best serve them. Free CRM software can be a great way to manage customer d