What is a CRM System?

A Customer Relationship Management (CRM) system is a tool that helps businesses manage interactions with current and potential customers. It streamlines processes, enhances customer service, and boosts profitability by organizing and automating communication, sales, and marketing activities.

How to Connect Employees to the CRM?

To add employees to the CRM:

1. During the CRM setup, enter each employee's name and email address in the “Team” section.

2. Assign a PBX extension to each employee.

3. Employees will receive an email invitation with access details to the CRM.

This setup allows employees to make and receive calls directly through the CRM without additional equipment.

How to Import Contacts into the CRM?

To import your existing contact list:

1. Navigate to the "Clients" or "Leads" section in the CRM.

2. Click on the three-dot icon in the upper right corner and tap "Import".

3. Upload a .csv or Excel file containing your contacts.

This feature facilitates the seamless migration of your existing client base into the CRM.

What is a Lead and How to Create One?

A lead represents a potential client who has shown interest in your products or services. To create a new lead:

1. In the CRM, go to the "Leads" section.

2. Click the "+" icon near the search bar.

3. Enter the lead's information and assign it to a responsible manager.

Leads can also be generated automatically from incoming and outgoing calls or integrated through API from your website forms.

How to Utilize the CRM Calendar?

The CRM calendar is designed for planning tasks and appointments:

- Tasks: Assign tasks to employees, set deadlines, and link them to specific clients or leads.

- Calls: Schedule calls with clients, ensuring timely follow-ups.

The calendar offers views in list or Kanban formats, with color-coded entries for each employee, and can be connected with Google Calendar, enhancing organization and productivity.

For more detailed information and additional features, refer to Teamsale CRM website.