CRM refers to the principles, practices, and guidelines that an organization follows when interacting with its customers.
Clients:
This feature allows you to manage all your client information in one place. You can add new clients, view client details, track interactions, and manage client relationships effectively.
Leads:
The Leads feature helps you capture and manage potential clients. You can track the source of leads, assign them to sales representatives, and monitor their progress through the sales funnel.
Deals:
This feature enables you to track and manage deals with your clients. You can create new deals, assign them to team members, set deal stages, and track deal progress.
Form Builder:
The Form Builder feature allows you to create custom forms for various purposes such as client intake, lead capture, feedback collection, and more. You can design forms with different field types, set validation rules, and integrate them with other features.
Contract:
The Contract feature helps you manage client contracts. You can create new contracts, set contract terms, track contract status, and get reminders for contract renewals.
CRM System Setup:
This feature allows administrators to set up and configure the CRM system according to the organization’s needs. It includes setting up sales processes, lead scoring rules, custom fields, and more.
Each of these features is designed to make the Must BuildApp a comprehensive solution for managing client relationships and driving sales growth.