CRM module
Use the CRM module to carry out the day-to-day tasks of managing the relation with existing and potential new customers.
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Use the CRM module to carry out the day-to-day tasks of managing the relation with existing and potential new customers.
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The core of the CRM module are the , where you can get a visual overview of current sales opportunities.
You can also use the CRM module to:
Keep track of assigned to you.
Assign tasks to your staff.
Create to make the process of agreements and easier.
Create to keep additional data about customers.
Create to easily send common notifications to customers or potential customers.
Set up , which are automatic notifications to admin users or customers when specific conditions occur (for example, a week after a member has signed up, a reminder to send them a feedback questionnaire).
Send proposals for any of your plans so customers or potential customers can review, accept and e-sign them online.
Track any files you have sent to customers and whether they have them.
Monitor and view the queue of emails going out to members.