Customer Relationship Management (CRM)
What is a CRM?
Last Updated: November 25, 2022This is a simple definition of CRM. Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability. When people talk about...
Leads
Last Updated: November 25, 2022Add a Lead To add a Lead just go to Dashboard and follow the steps below: After clicking a Lead form will popup on the screen. Lead Details To go to Lead details just go to your dashboard and follow the steps below: After clicking, it will move to the Lead details page. Lead Settings...
Deals
Last Updated: November 25, 2022Add Deals You can create a Deal from a Lead by the Add to Deal Pipeline button or you can also create it manually. To add a Deal just go to Dashboard and follow the steps below: After clicking a Deal form will appear. Deal Details To go to Deal Details go to your dashboard and...
Estimates
Last Updated: November 25, 2022Create an Estimate To add an Estimate just go to the Dashboard and follow the steps below: Then it will move to the Select Template tab. Then it will move to the Add Content tab. Here you need to fill up all the necessary information. Then it will move to the Preview & Share tab. Then a mail sending form will appear, here you...
Invoices
Last Updated: November 25, 2022Create an Invoice To create an Invoice just go to Dashboard and follow the steps below: Then it will move to the Select Template tab. Then it will move to the Add Content tab. Here you need to complete all of the necessary information. Then it will move to the Preview & Share tab. Then a mail sending form will appear; here you can...
Projects
Last Updated: November 25, 2022Add a Project You can create a Project from a Deal by the Move to Project button or you can create it manually. To add a Project just go to Dashboard and follow the steps below: After clicking a Project Form will appear. Project Details To go to Project details just go to Dashboard and follow the...
Clients
Last Updated: November 25, 2022Add Client When you create a project under a contact then that contact will be considered a client. But you can also add a client manually. To add a Client just go to Dashboard and follow the steps below: After clicking a Client Form will appear. Edit Client To edit Clients just go to Dashboard and follow the...
Contacts
Last Updated: November 25, 2022Add a Contact Person When you create a Lead, Deal, Estimate, Invoice, Project, etc. then a contact will be created. But you can also add a contact person manually. To add a Contact Person just go to Dashboard and follow the steps below: After clicking a Contact Person form will appear. Add Contact Organization To add a Contact...
Settings
Last Updated: November 25, 2022Edit Business To Edit Business just go to Dashboard and follow the steps below: Setup Payments To setup Payments just go to Dashboard and follow the steps below: Email Settings To Edit Email Settings just go to Dashboard and follow the steps below: