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  • Product
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      Complete CRM tools to centralize your data.

      • CRM

      • Contracts

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    • Email Marketing

      Send personalised bulk emails to your audience.

      • Email Campaign


    • Billing

      Built-in billing software with invoicing features.

      • Invoices

      • Expenses report


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      Acquire superior support and project management.

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      • Projects & Timesheets

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      Manage your orders and inventory seamlessly.

      • Distribution Management

      • Supply Chain


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      Stay connected to the apps you already use.

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      • ACT
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      • More comparison...

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  • Customer Relationship Management Apps
  • Create CRM Objects
  • CRM Key Roles
  • Data Level Access
  • Leads App
  • Contacts App
  • Customers App
  • Opportunities App
    • Opportunities Creation & Conversion
  • Cases App
    • Cases Creation & Conversion

Customers App

There are the account information(customer), those who consumes a item or product are named as customers. Business Entities or Accounts are considered as customers.

  • Customer Creation
  • Left Navigation
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  • Search

Customer Creation

  • Entering data in customer creation page
  • Collect customers through emails
  • Import customers from CSV

Left navigation

  • All Customers
  • Directory
  • By Territory
  • To Follow up
  • By Category
  • By Market
  • My Views
  • Shared Views
  • Quick Links

Configuration features

  • Categories
  • Collaboration
  • Communication
  • Customize App
  • Email to Customer
  • Employee Range
  • Industries
  • Markets & Segments
  • Message Templates
  • Numbering
  • Quick Links
  • Reports
  • Security
  • SLA’s
  • Tags
  • Territories
  • View Column Sets
  • Views

Reports

  • Leads by Customer
  • Opportunities by Customer
  • Orders by Customer
  • Revenue by Territory
  • Revenue by Market
  • Customers List
  • Activities Report
  • Customers by Sales Rep
  • Customers by Territory
  • Customers by Market
  • Notes Report
Customers App was last modified: November 2nd, 2020 by pkuppusamy
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