Contents / CRM
What are CRM modules?
CRM modules comprise the four key CRM elements: contacts, deals, activities, and objects.
Contacts represent everyone you deal with: private individuals (clients) and partner companies and their employees. Any information about a contact (their payment and contact details, various characteristics and parameters) is stored in contact profile.
To add a new contact, click "Add contact" and specify its type ("Company" or "Private individual"):
You can add your company's customers, partners and clients, as well as any other sort of contact details as new contacts.
Contact profile is a cornerstone element in the CRM: all other CRM elements — activities, deals, and objects — are associated to it.
Deals represent all the sales in your company: the ones successfully closed and the incomplete ones (stuck at certain stages). You can build sales funnels and compile reports on each type of deal. Deals should be associated to contacts.
Activities comprise any events involving deals and various sorts of actions involving contacts. You can add appointments, calls, incoming queries from contacts, call center logs, showroom events, price quotes, etc. as new activities — depending on your business processes.
Add the types of activities you require. It is convenient to filter activities by deals, in order to reach all the history of employees' actions involving them. Activities should be associated to contacts.
Objects are your company's products/services. You can store all the data about your products/services or organise a catalogue of products/services in this module, for example, the catalogue of properties for real estate business, the database of products for retailers, the catalogue of contracts and cases for law firms, etc.
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