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.
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.
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.
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.
How to use internal chat ?
Internal Chat helps Users quickly communicate and collaborate with one another without leaving their workstations.
Whats is Score Card ?
Hello Friends, Welcome to ContactPro CRM. Today, We are going to See the ScoreCard of the Lead Module.
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
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.
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.
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.
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.