CRM (in Admin)

Admin > CRM

CRM stands for customer relationship management. A CRM solution allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data about these relationships. These interactions can be sales related—calls, emails, meetings and demonstrations—as well as support related—service tickets and projects. The benefit of a CRM is having all your business data stored and accessible from one central location. The CRM module provides:

• Immediate employee access to the data they need.
• Sharing of important data between departments.
• Management insight into activity across the organization and helps them understand where they can improve processes.

Customers are first added as accounts in CRM. After that you can create projects, open tickets, and set up contracts on their behalf.