Client CRM
Description:
With a client CRM, you can build an online database of your clients with all necessary information:
- Address
- Documents
- Contacts
- Notes
- People
- Categories
A system keeps it in the form of 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, 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.
What you can build with it:
Designed for:
Available languages:
Available trainings:

How to use CRM system
We will show you how to organize your data with use of our CRM system
30 minutes

Sales pipeline
We will show you how to build a sales-pipeline with our software, tips and tricks of usage
45 minutes

How to manage assets
Step by step guide how to manage assets in our CRM
7 minutes

How to manage calendar
Step by step guide how to deal with calendar
7 minutes

Invited people... working together
I will show you how you can invite people to your crm, what they can see (or not) and how to work together
45 minutes

Configuration
I will show you how to configure your CRM. What is user jailing, duplication control, fields configuration
45 minutes

How to use modules
I will show you how to enable or disable modules that you want to use.
45 minutes

Data migration / Import / Export
I will show you how you can import and export data from excel
45 minutes