CRM UPDATE

Hi 👋🏻,

Tonight we are excited like crazy to announce one of our biggest updates ever 🤩

Brand New CRM With Sales Pipelines

Our new CRM is jam-packed with the following features

• Accounts Management
• Contacts Management
• Multiple Contacts under an Account
• Multiple Addresses for Contacts
• Unlimited custom fields.
• Private Notes for Contacts and Accounts
• Meeting Scheduling for Accounts and Contacts
• Tasks for Accounts and Contacts
• Email Logging for Accounts and Contacts
• File Management for Accounts and Leads.
• Email Client Integration (Gsuite, Office 365)
• Deals and Sales Pipeline
• Lead, Client, and Prospect role for Contacts

With this update, we have completely revamped our old CRM as we promised. This new CRM is now flexible for any kind of business.

We have already added lots of features to the new CRM, and we have many more planned down the road.

We have made the migration to the new CRM really easy. You can transfer your clients and leads with our One Click Migration.

I gave a quick overview of our new CRM, please check out the video to learn more. Our team will be sharing guides, and tutorials to help you get acquainted with the CRM.

Important: Our old CRM will retire on the 17th of May, so please make sure you have migrated your leads and clients to the new CRM by the deadline.