CRM
Welcome to the CRM documentation. This guide provides comprehensive insights into managing your customer relationships, optimizing workflows, and leveraging the features of the CRM system. Inspired by the powerful functionality of EspoCRM, our CRM is tailored to streamline resellers' operations, making it easier to track, manage, and grow your business relationships.
Our CRM is a customer relationship management platform designed to help resellers streamline their business processes. It provides tools for managing customer data, tracking sales, automating workflows, and generating reports to drive informed decision-making.
Whether you’re tracking potential leads or managing ongoing client relationships, this CRM is built to improve efficiency and foster growth.
Key Benefits:
- Centralized customer data management
- Enhanced sales tracking and forecasting
- Seamless task and activity management
- Advanced reporting and insights
- Flexible customization options
Using CRM (Intro)
1. Getting StartedSystem Requirements To use the CRM effectively, ensure your system meets the f...
Using Accounts
The Accounts module is designed to help you manage and organize businesses or organizations you i...
Using Contacts
1. Navigating to the Contacts Module Log in to your CRM dashboard. Locate the main navigation...
Using Leads
The Leads module is designed to help you capture, track, and manage potential customers effective...
Using Opportunities
The Opportunities module is designed to help you manage and track potential revenue-generating de...
Using Activities
The Activities module allows you to schedule, track, and manage all interactions and tasks relate...