User Management
Managing the users or team members who have access to the CRM system and their permissions and roles within the system.
Property & Field Configuration
Setting up the different data fields or properties that will be tracked for each customer or lead within the CRM.
Data Cleansing and Enrichment
Cleaning and organizing the data within the CRM, as well as adding additional relevant information to enhance the data's value.
Audience Research and Segmenting
Researching and understanding the target audience for a business, and then segmenting that audience into smaller groups based on shared characteristics or behaviors.
List Imports & Exports
Importing or exporting lists of customers or leads into or out of the CRM.
List Building
Creating lists of potential customers or leads based on certain criteria or characteristics.
User Support and Training
Providing continuous support and training to users of the CRM, to help them effectively use and get the most out of the system.
Report Generation
Generating reports or data summaries for performance tracking and insights.
Email Sequence Setup
Setting up automated email campaigns or sequences that will be sent to customers or leads based on specified triggers or actions.
Repeat Task Automation
Automating repetitive tasks within the CRM system, to save time and improve efficiency.
Lead Capture & Form Building
Creating forms that can be used to capture leads or information from potential customers.
Tech & Tool Integrations
Integrating the CRM system with other technologies or tools, to enable data sharing and more efficient workflows.
