Support Menu
- CRM Overview
- CRM Layout
- Account Setup
- Contact Management
- Mail Merge Profile
- Manage Contacts
- Categories
- Custom Fields
- Client Touch
- Flags
- Sources
- Landing Pages
- Add/Edit
- Email Templates
- Add/Edit
- Intelligent Links
- Other Templates
- Letter Templates
- Automate
- Autoresponders
- Action Sets
- Create Action Sets
- Add Action to Contact
- Add Action to Autoresponder
- Add Action to Landing Page
- To-Dos
- Agenda Assistant
- Birthday Assistant
- Deals - Project Management
- Deals Overview
CRM Overview
A CRM (customer relationship management system) is a combination of data-driven software solutions that improve how you interact and do business with your customers. CRM systems help:
- Manage and maintain customer relationships.
- Track sales leads.
- Perform marketing tasks such as landing pages and email communications.
- Create a workflow.
- Automate tasks such as reminders and follow up tasks.