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Attaching CRM Related Documents and Images - CRM DMS
This module allow user to set the schedule time for sending followup email on CRM record
CRM stage email notifications, Automated CRM emails, Lead stage emails, Email alerts for lead stages, Lead stage transition alerts, Admin lead notifications, CRM stage change emails, CRM alerts.
send an email when you receive a lead from the crm
Link opportunities to event categories
CRM Won/Loss Report and CRM Stage Report
CRM HTML Editor for pre defined questions or descriptions
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CRM Kanban Quick Edit, CRM Pipeline Kanban Quick Edit, CRM Pipeline Card Quick Edit, Kanban Quick Edit, Card Quick Edit
New Design Kanban View, New Style Kanban View, Web Responsive Kanban View, Advanced Kanban View, Design Card View, Style Card, Responsive Card, Advanced Card, Responsive CRM Kanban View, CRM KanbanView, Responsive CRM Card View, Advanced CRM CardView, Responsive Customer Kanban View, Customer KanbanView, Responsive Customer Card View, Advanced Customer CardView, Responsive Contact Kanban View, Advanced Contact KanbanView, Responsive Contact Card View, Advanced Contact CardView, Responsive Partner Kanban View, Advanced Partner KanbanView, Responsive Partner Card View, Advanced Partner CardView
crm lead Form Customizations
Leads assignment to multiple users on single click
Monitor business performance using charts, graphs, pivots, aggregated and formulated data
CRM Lead Document app designed to attach and manage documents within CRM leads. It centralizes files, supports collaboration, and improves efficiency in lead tracking and workflow integration.crm lead document app, crm document management, attach documents to leads, crm file management, lead documentation module, organize crm documents, enhance lead management, crm pipeline document attachment, crm lead tracking tool, crm workflow integration, crm team collaboration, crm file organization, crm enhancements module, crm document workflow, crm document productivity, crm document efficiency, crm document organization, crm document reporting, crm document management system, crm document visibility, crm document optimization, crm document monitoring, crm document data, crm document records, crm document documentation, crm document process, crm document performance, crm document tracking, crm document usability, crm document integration, crm document enhancement, crm document control, crm document utility, crm document platform, crm document capability, crm document service, crm document management app, crm document tracking tool, crm document reporting system, crm document monitoring application, crm document workflow solution, crm document collaboration tool, crm document management framework
CRM lead document attachment for lead document pipeline document lead attachment pipeline attachment CRM document CRM attachment for lead attachment for pipeline attachment for opportunity attachment opportunity document
Set the Expiry date inside the CRM Lead.