CRM Fundamentals

Staying organized

Remembering customer details

Making smarter decisions

Increasing product manufacturing speed

To store customer information in one digital place

To send marketing emails automatically

To manage employee payroll

To track company expenses

To organize increasing customer information and improve follow-ups

To reduce the number of customers

To automate product manufacturing

To decrease marketing efforts

Identifying repeat customers and tracking popular cookie types

Reducing the number of orders

Ignoring marketing channels

Focusing only on revenue

Name, email, phone number, purchase history, preferences, special notes

Only phone numbers

Only purchase history

Only customer preferences

Track what the customer is buying

Create reminders for follow-ups

Log every email, call, or message

Set automatic notifications for tasks

Enter your first and last name

Select company size

Confirm your country and time zone

Take a screenshot of your dashboard