With a client CRM, you can build an online database of your clients with all the necessary information:
- Address
- Documents
- Contacts
- Notes
- People
- Categories
A system keeps it as 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 by 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.
How to use CRM system
Build your client database, with details, sales, project and more
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