Features
The reports available as standard in Knowledge Base CRM give an at-a-glance view of all aspects of your business. Your business is unique, and so are your reporting requirements. Part of the setup process involves defining the reports you need, who needs access to them, whether they should be automatically generated, etc. and designing the [...]
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Features
Probably one of the most important modules of any CRM system, yet often overlooked, Knowledge Base CRM’s customer module makes key information accessible quickly and easily. Naturally, all customer records (be they suspects, prospects or clients) can have unlimited addresses and contact details, and every contact, activity, opportunity etc. is immediately available. Details for new [...]
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