CRM data management

  • You decide the users’ level of access to information
  • Create manager and user permissions
  • Set outcomes on all data for next actions
  • Set the date and time you want the data to be visible
  • Access email and text templates to communicate with customers
  • Search customers by all recorded fields
  • Make notes and view historical notes
  • View customer history
  • Export data based on products, services and actions