Learning Objective
To understand how GROVVEY CRM PLUS functionality and it's benefits.
At the end of this tutorial you will be able to understand:
Key points includes:
- How to manage and organize customer data, including contacts, leads, and accounts.
- How to track sales opportunities and manage the sales pipeline effectively.
- How to schedule and track tasks, meetings, and activities for a streamlined workflow.
- How to utilize email marketing features and manage customer communications directly from the CRM.
- How to manage customer support tickets and enhance customer service operations.
- How to generate and analyze reports to make data-driven decisions.
- How to set up automated workflows and reminders to improve efficiency.
- How to configure user roles, permissions, and security settings to safeguard data and control access.
