CRM

schedule phone calls, follow ups, emails and meetings.

CRM administrative features that can help you tailor the function to your firm.

How to add and search for lead contacts in CRM Module. Search and communicate with contacts.

Navigate CRM dashboard

CRM Module guidelines and overview. Track and manage new business leads, contacts and opportunities using our integrated Customer Relationship Management (CRM) tool.

How to search and add a prospect.

How to create, track and search for an opportunity. How to turn opportunity to a job.

CRM Reports