A range of useful material to help you start using your CRM.
Information on how to connect and configure Xero and MYOB with your CRM.
Learn how to integrate a range of third-party services with your CRM.
Learn how integrations and native CRM features can help you manage your marketing..
Guidance on types of sales pipelines and how best to set them up in your CRM.
Help setting up & managing your inventory.
Learn how to manage servicing and Projects.
Ways to manage all your deliveries, whether you perform them yourself or use third-party services.
Where, when and how you can use your customised templates in CRM.