CRM Management
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CRM Management
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Sticky notes and spreadsheets aren’t a CRM.
Check out the how your new AI Employee manages the entirety of your business on one dashboard, helping you keep a clean office - no sticky notes, no boards, no trash cans - just you watching your business grow and your revenues increase.
Key Features
- Smart Contact Storage: Easily store and manage leads, clients, and customers in one central place.
- Activity Tracking: See every email, call, and message history tied to each contact.
- Tagging & Filtering: Quickly sort and segment contacts for targeted actions.
- Notes & Custom Fields: Add specific details to each contact to personalise outreach.
- Lead Source Tracking: Know exactly where your leads come from and what’s working.
- One-Click Communication: Call, text, or email directly from the contact profile.
- Contact Syncing: Automatically update and sync data across all connected tools.
Sticky notes and spreadsheets aren’t a CRM.
Check out the how your new AI Employee manages the entirety of your business on one dashboard, helping you keep a clean office - no sticky notes, no boards, no trash cans - just you watching your business grow and your revenues increase.
Key Features
- Smart Contact Storage: Easily store and manage leads, clients, and customers in one central place.
- Activity Tracking: See every email, call, and message history tied to each contact.
- Tagging & Filtering: Quickly sort and segment contacts for targeted actions.
- Notes & Custom Fields: Add specific details to each contact to personalise outreach.
- Lead Source Tracking: Know exactly where your leads come from and what’s working.
- One-Click Communication: Call, text, or email directly from the contact profile.
- Contact Syncing: Automatically update and sync data across all connected tools.
Finally, a CRM that works the way you actually work?
Book Your Free Demo
To schedule a demo call with us, please book yourself in.
During this meeting, we'll discuss your challenges, objectives, and how our expertise can support your success.
