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How to log in using your Gmail account ?
It’s difficult for people to remember all of their login information. So using this feature, just one click, and Sign-in to ContactPro CRM using your Gmail account.
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How to Configure the CRM Dashboard.
A CRM dashboard is a centralized hub of information that presents customer relationship management data in a way that is dynamic, interactive, and offers access to a wealth of insights that can improve your consumer-facing strategies and communications.
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How to use calendar in contactpro crm
A well-planned calendar not only reduces the daily workload of a business but keeps a team focused on tasks. Scrambling to find a misplaced phone number or incorrect meeting location can often take precious time, time better spent tackling work for the day. It can reduce stress and improve office efficiency.
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How to use global search ?
Searching is a vital aspect within the CRM as this allows you to quickly define what it is you want to see.
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How to use internal chat ?
Internal Chat helps Users quickly communicate and collaborate with one another without leaving their workstations.
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Whats is Score Card ?
Hello Friends, Welcome to ContactPro CRM. Today, We are going to See the ScoreCard of the Lead Module.
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How to Use Click to Call Integration ?
Click-to-call significantly reduces friction for your potential leads and customers. Instead of remembering a long phone number, they just tap. No dialing or remembering numbers
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SMS Integration
Using SMS Integration, your team can engage buyers and increase sales revenue with individualized conversations via one-click SMS sending from anywhere in the CRM.
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WhatsApp Integration
Using WhatsApp Integration, your team can engage buyers and increase sales revenue with individualized conversations via one-click WhatsApp sending from anywhere in the CRM.
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Use of E-Signature in ContactProCRM
Today we are going to see, how we can use e-signature in contactpro crm.
In this CRM, We can ask the client for signing documents on the web for the Invoice, Contract, and Quote module. -
Advance Project Management
In this video, I just want to talk about advanced project management in ContactproCRM.
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One Communication Module
All the communication is shown here in this module. It will show you records of SMS, Whatsapp, and Emails. This is SMS, Whatsapp, and email count.