Explore Importing, Existing and more!

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If necessary keep personal information of your contacts. Used a lot by membership organisations to send birthday offers etc

If necessary keep personal information of your contacts. Used a lot by membership organisations to send birthday offers etc

The main contact centre interface

The main contact centre interface

Keeping up to date with tasks!

Keeping up to date with tasks!

Linking files and folders for direct access to documents from the CRM

Linking files and folders for direct access to documents from the CRM

Create quotes and sales. Know at what stage of the sales process you are at.

Create quotes and sales. Know at what stage of the sales process you are at.

ConvallisCRM report building form

ConvallisCRM report building form

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