Voice Notes

Take advantage of quick, efficient and on-the-spot note taking. The CRM has embedded speech to text which records and transcribes your voice notes at the tap of a button. Watch the video below and see how powerful our speech transcription functionality is.

Adding leads and customers
Complete CRM Run Through
Customising drop-down lists
First Login
Importing Data from CSV
Notifications and reminders
Tips & Tricks
Workflow & Reporting in CRM
Working with Activities
Working with customer records
Add a user
The Grid View
The Map View
The Board View
The Customer Record
Using the Calendar
Create a Company
Create a Contact
Adding Notes
Create Meetings
Schedule Meetings from the Map
Create Calls
Create Tasks

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