#CRM

Nov 132 min read

CRM As A Service Now Available on Microsoft AppSource

Following the success of Ticketing As A Service and Checklist As A Service, we are thrilled to introduce CRM As A Service for Microsoft Team

Sep 202 min read

What is Lead, Opportunity, Contact, and Organization: Clearing Up the Confusion

When discussing CRM systems, you’ll often hear terms like "Lead," "Opportunity," "Contact," and "Organization." While these are all...

Sep 193 min read

Understanding Roles in CRM As A Service: Owners & Members Capabilities

In CRM As A Service , certain features like configuring Forms or managing Case workflows need to be controlled and maintained by specific...

Sep 192 min read

Configure Your Lead and Opportunity Form in CRM As A Service

Hi All, Today, let’s dive into a powerful feature that enables you to customize your Lead and Opportunity forms in CRM As A Service ....

Sep 183 min read

Mastering the Sales Pipeline in CRM As A Service

Customize your sales pipeline with ease using CRM As A Service. Add new stages or build from scratch for better visibility into every deal.

Sep 183 min read

Managing Your Leads with CRM As A Service

Easily manage and track leads within Microsoft Teams using CRM As A Service. Stay organized and convert leads faster.

Sep 184 min read

Create and Manage Opportunities in CRM As A Service

Manage leads with ease using CRM As A Service. Track, qualify, and convert opportunities, and gain insights on lost deals for future success

Sep 183 min read

Import / Upload Data in CRM As A Service

Easily upload leads into CRM As A Service from Excel or CSV files. Follow our step-by-step guide to streamline lead management.

Sep 182 min read

Maximize Lead Efficiency with Filters in CRM As A Service

A key feature of CRM As A Service for Microsoft Teams is its customizable Filters, which allow you to personalize your CRM experience