The core of the CRM module are the CRM Boards, where you can get a visual overview of current sales opportunities.
You can also use the CRM module to:
Keep track of tasks assigned to you.
Assign tasks to your staff.
Create custom fields to keep additional data about customers.
Create message macros to easily send common notifications to customers or potential customers.
Set up reminders, which are automatic notifications to admin users or customers when specific conditions occur (for example, a week after a member has signed up, a reminder to send them a feedback questionnaire).
Send proposals for any of your plans so customers or potential customers can review, accept and e-sign them online.
Track any files you have sent to customers and whether they have e-signed them.
Monitor email accounts and view the queue of emails going out to members.