CRM workflows
Six practical use cases, from importing existing data to planning the next activity and reviewing the sales pipeline.
Organise customer data
Company details, contacts and notes are stored in several places.
Keep the company, multiple contacts, activities and history together on the same customer record.
Track deals
It is difficult to see what is active, who owns it and what should happen next.
Use a shared pipeline with deal value, probability, responsibility and the next planned activity.
Plan follow-ups
Calls, meetings and replies are easily missed when they remain in personal notes.
Plan activities and tasks with a date, time, activity type and connection to the right customer.
Communicate
Customer conversations are difficult to follow when they are separate from the customer history.
Send email from a connected Microsoft or Gmail account and record sent messages as customer activities.
Move existing data
Companies and contacts already exist in Excel or CSV and need a controlled migration.
Import companies and contacts, preview column matching and review possible duplicates before importing.
Create an overview
Decisions depend on manual status meetings or spreadsheets that quickly become outdated.
Use reports and overviews for customer status, pipeline, deal values and completed activities.
Build a requirements list or book a walkthrough based on your current process.