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

Tasks

Tasks Management module it's an easy way to keep track of the tasks that need to be done with the client. You can add task both from quick action bar from a li...

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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

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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