Automate routine tasks
Manage more than just projects
In just a few clicks, you can convert quotes into assigned projects, tasks, and more. With the help of pre-set project templates and job bundles, you can eliminate time-consuming duplication. Automatic notifications, deadline alerts, and live dashboards keep you informed.
- Get a thorough breakdown of planned and accomplished activities, as well as time spent and invoiced, revenue and expenses.
- Profitability can be tracked in real time, budgets can be compared to actual outcomes, forecasting can be done accurately, and margins can be maintained.
Getting Started
Implementing a CRM
Step 01
Create a customer journey map
You'll notice things a CRM solution can help with if you understand how you find and sell to customers. What's the end result? A solution that alleviates the administrative burden of keeping track of every lead and customer.
Step 02
Define your company's sales and marketing processes
All you have to do now is go through your major business/marketing questions one at a time once you've answered them all. You've got your company processes in place. That's the type of information you'll keep track of in your CRM.
Step 03
Migrating your customer information
A.csv file can be used to import contacts. This allows you to import many segments of your contact list at the same time. This allows you to 'tag' people as they arrive, eliminating the need to wade through your contact list and manually tag them afterwards. You can set up your other tools and automations after you've migrated your customer data.
