CRM V1.0
Share
Explore

Instructions

Hey there, are you struggling to manage your customer relationships? I understand how overwhelming it can be to keep track of all your contacts, deals, and sales performance. That's why I created a CRM template that takes away the complexity and helps you get started quickly. My solution is designed to make your life easier, so you can focus on building great relationships with your customers. No more salesy talk or complicated processes, just a simple and effective tool to help you get started.

Video Tutorial

Hey there! ✨

In this video, I'll be showing you how to use our CRM tool to get started with basic sales. First, you'll need to connect your Gmail account by clicking on "Packs" and then "Gmail" in the settings. Then, we'll move on to the CRM where you can see charts and data on different companies and their stages in the sales process. You can easily edit lead statuses and manage contacts by adding new ones or activating/deactivating them. I'll also show you how to use email templates and send emails to different contacts. By the end of this tutorial, you'll be all set up and ready to start selling!

🤝

Additional Help

We can help in 3 different ways:

✨ Embedded Builder Inside Your Company ✨
✨ Help You Integrate A Template ✨
✨ 1:1 Systems Consulting ✨

Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.