Make your CRM work for you

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CRMs make managing your business easier by providing structure to all your work processes. If you’re just starting out with a CRM, it might feel a little bit daunting. Fear not – we’re here to help make that learning curve as short and smooth as possible.
Other than that, we are glad to inform you that there are several new automation rules and triggers are now available in CRM system. These new automation rules and triggers will help you automate your daily CRM routine and make daily CRM processes easier and more enjoyable!
New automation rules include:
  • Change observers
  • Employee information
  • Create, edit, read list item
  • Responsible person change
New triggers:
  • Field change
  • Order payment
  • Task status change
Let the system take care of automation while you have more time and energy to take care of bigger things!