Nov 01 2016
 Getting StartedCRM & Support Package

Getting Started with CRM/Support Starter Package

CRM/Support Starter Package Includes:

CRM Application - Client Relationship Management system. This includes contacts that you add to the system or individuals that create accounts on the site. The Contact's view gives you a quick overview of all of your interactions with that contact. Read more.

Support Ticket Application - an ideal way to manage online support for your clients. Routes inquiries created via email and/or web-forms. Create categories and assign team members to be responsible for responding to certain categories. You have the ability to email other staff a copy of the ticket and setup templated responses. The suppport ticket system is a part of the CRM and can be found on the same dashboard. For more information on the setup of the Support Ticket system, read more.

Blog Application for Knowledge Base - create searchable, categorized articles of information your clients can reference. For more information, read about setting up a blog.

Projects Application - makes it easy to manage all of your client and/or internal projects. Assign users to tasks, document your time.  You have the option of templating tasks in a phase of the project.

Smart Send Email Marketing Application - Mass email program. For more information, read about using Smart Send.