In managing your sales pipeline, see how you can easily create a new opportunity in your CRM.
Watch how to add Tasks and Activities to your customer account, building up a timeline of your interactions.
Watch how to use the CRM calendar to manage your Tasks and Appointments in the CRM.
With SpotlerCRM you can create quotations directly from your sales opportunities and mail them to your prospects.
Use Listing Reports to report on all the stored data in your CRM including accounts, contacts, tasks, activities, marketing campaigns and support cases.
Learn how to create Forecast Reports to track your CRM sales opportunities and manage your sales teams.
Using the Service and Support module you can effectively manage your customer support cases and prioritise your responses.
Use our Simple Marketing tool to create and send great-looking emails then track your engagement levels.
