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Customer relationship management System (CRMS)
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Knowledgebase Customer relationship management System (CRMS)

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What is a Customer Relationship Management System (CRMS)?

A CRMS is a software tool used to manage interactions with customers. It helps organize customer data, track sales, manage customer service, and analyze interactions to improve business relationships.
How do I add a new customer to the CRMS?

To add a new customer, navigate to the “Contacts” or “Customers” section of the CRMS and select “Add New.” Enter the necessary customer details and save the record.
Can I track sales and customer interactions using the CRMS?

Yes, the CRMS provides tools to track sales activities and customer interactions. You can generate reports and view detailed histories to analyze engagement and performance.
What should I do if I encounter issues with CRMS features or data?

If you experience issues with CRMS features or data, check our troubleshooting guide for common problems. If needed, contact our support team with detailed information about the issue for further assi...