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CRMIO by 500apps - Best CRM Software

开发者 500 Apps
更新时间 2023年2月13日 17:47
捐献地址: 去捐款
PHP版本: 3.0.1 及以上
WordPress版本: 6.1
版权: GPLv3
版权网址: 版权信息

标签

Contact Management Account Management Sales Automation Document Management Lead Management Deal Management Sales Analytics CRM Telephony

下载

0.1

详情介绍:

安装:

Installing conference WordPress plugin is easy. Head to the plugin and download it to start your journey of improving website performance. Here’s a 3 step guide to help you install and activate conference plugin from your WordPress dashboard. 1.Download CRMIO plugin from the dedicated plugins page. 2.Activate CRMIO plugin from your Dashboard. 3.Get started with CRMIO After Installation, see a CRMIO wizard in your dashboard to get a bird’s eye view of your entire website issues and ways to solve them.

屏幕截图:

  • Contact Management
  • Deal Management
  • Account Management
  • Sales Automation
  • Sales Analytics
  • Document Management
  • CRM Telephony
  • Task Management
  • CRM Customizations
  • Email Integration
  • Built-in Project Management

常见问题:

What is 500apps?

500apps is an all-in-one suite of SaaS applications for growing businesses to run like a Fortune 500 company. Forms.io is part of the 500apps portfolio that provides best-in-class apps to help you go to the next level.

What is Crm.io?

CRM.io allows businesses to organize, monitor, and manage detailed information about their customers, which helps them with sales, customer service, business development, recruiting, and marketing.

What is the difference between Leads and Contacts?

A lead is the name of an individual or business that you think might be interested in the goods or services you offer. A contact is a person who has developed a relationship with one of your representatives and is a potential client.

Can I send an email to a list of contacts using CRM.io?

You can send bulk emails to a list of contact by using the flow. In flow use the node of “Send Email”. After saving the flow, select the list of contacts and then execute the flow.

Mails not received using SMTP to some emails only.

Please check for your server and ensure your Port number or please check whether or not the email is blocked by your ISP or not.

Is there any limit to import from other CRM apps to CRM.io?

In 24hours , you can import from CRM only once and once the import is completed the mail will be sent regarding the completion of mail. The capping has been done to avoid unnecessary load on CRM app

Do I have to manually change the stage of leads?

No, you can drag and drop the records from one column to another. Each record is displayed as a card which can be dragged to the desired stage.

更新日志:

0.1 This version added our plugin