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Essential information to master our CRM and empower your business.
Learn how to utilize every feature.
Our documentation covers all the functions of the CRM system, providing detailed guides that will take you from basic knowledge to advanced functionalities,
Practical implementation for real-world situations.
Learn how to apply the CRM system tools in real-world scenarios to maximize effectiveness and enhance your daily operations.
Detailed instructions when you need them.
From initial setup to troubleshooting complex issues, follow our clear and concise steps for specific assistance on every aspect of the system.
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Frequently Asked Questions
You can import contacts using the “Import” function in the Contacts section. Ensure your data is in CSV format and follows the template provided by our system.
Yes, our CRM system allows for complete customization of dashboards. You can add, remove, and rearrange widgets to tailor your dashboard to your needs.
We offer 24/7 technical support via chat, email, and phone. Additionally, our online documentation is available at all times.
To register a new sales opportunity, go to the Opportunities section and click on “Add Opportunity”. Complete the required information and save the changes
Yes, our CRM integrates with various email marketing platforms, social media, customer service services, and accounting software. Visit the Integrations section for more details.