Notes
You\'re able to add notes to every client using a specially designed module on a client card. A note is assigned to a user who added. You will be able to see who enters the information and when. In...
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Available lessons
" add notes to every client "
"handle all the events connected with appointment and time"
"sales are strongly connected with clients"
"your main goal is to generate profit"
"an easy way to keep track of the tasks"
"gather information about things the client owns"
"generate documents"
"help you evidence things possesed by your clients"
"simple system that will allow you to have control over the process"
"a file repository for important documents"
"learn about metrics"
CRM
With Customer CRM, you can create an online customer database with all the essential details and easily share it with your team.
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