If you've a new user to our CRM this video will show you how to get started with the key features.
With SpotlerCRM you can create quotations directly from your sales opportunities and mail them to your prospects.
To get started with your CRM the first thing you will need to do is to add some Company Accounts.
Learn how to add Contact to your CRM - the individual people in your Company Accounts.
Watch how to upgrade your SpotlerCRM to any one of our paid-price plans - Professional or Enterprise.
Watch how to add new Users to your CRM system, then edit and delete existing ones.
Create your own Custom Fields to tailor your CRM system to meet your business needs.
With SpotlerCRM you can easily set up custom grids (or tables) to display what’s important to your business.