CRM System

CRM System

The CRM (Customer Relationship Management) System feature allows users to manage customer interactions and data in their company.

Use Case

The CRM System feature allows users to easily manage customer contacts, track customer activities, and analyze customer data.

Instructions

Managing Customer Contacts

1. Navigate to the “CRM System” tab.
2. Click on the “Customers” button.
3. Add new customers or edit existing customer details such as name, email, and phone number.
4. Assign customers to user groups or tags.

Tracking Customer Activities

1. Navigate to the “CRM System” tab.
2. Click on the “Activities” button.
3. Add new activities such as calls, emails, or meetings with customers.
4. Assign activities to customer contacts and set activity reminders.

Analyzing Customer Data

1. Navigate to the “CRM System” tab.
2. Click on the “Reports” button.
3. Select the customer report you want to generate, such as customer growth or satisfaction.
4. Enter the report parameters such as date range and customer status.
5. Click “Generate” to generate the customer report.