CRM

• Managing ContactsManaging Contacts The Contacts page is where you store and manage all your prospects and customers. It's the heart of your CRM. Viewing Your Contacts
• Contact DetailsContact Details When you click on a contact from the contacts list, you'll see their detailed profile. This is where all the information about a conta
• Deals & PipelineDeals & Pipeline Your sales pipeline is displayed as a Kanban board, making it easy to visualize where each deal stands and move them forward. The Kan
• ActivitiesActivities Activities are the interactions you have with your contacts. Tracking them helps you stay organized and gives you a complete history of eac
• TasksTasks Tasks help you stay on top of follow-ups and ensure nothing falls through the cracks. You can create tasks from anywhere in the app and track th