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  • CRM Module

CRM Module

  • Getting startedGetting started
Calls
  • Calling your customers directly from CRM
  • Using VoIP
Cases
  • Organizing and tracking a common event
  • Organizing cases
Contacts
  • Adding contacts
  • Adding contacts in bulk
  • Deleting duplicate contacts
  • Exporting CRM database and editing it using spreadsheet editor
  • Keeping contacts up-to-date
  • Performing group operations
Invoices
  • Creating invoices for your clients
  • Making invoices
Opportunities
  • Linking an opportunity to a project
  • Managing opportunities
  • Tracking potential sales
Tasks
  • Assigning tasks
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