As your business grows, so does the information you collect. Managing payment methods on file can sometimes be challenging, but this new addition to the Payments tab in the contact card makes it easier than ever to update, organize, and maintain customer payment details effortlessly.
The Task List View helps you keep track of all pending items to complete and ensure your customers are taken care of. It’s a vital part of the smooth operation of your business, and we’re happy to announce a few updates that will make it even more convenient for you!
The Company tab allows you to manage your business relationships and organize contacts in groups. With the new updates to this section, you can streamline day-to-day activities by providing advanced filtering, sorting, and search capabilities, simplifying access to information. Let’s check what to expect!
Contacts are the lifeline of your CRM, they allow you to create profiles on customers and turn opportunities into sales. Adding contacts then needs to be easy and functional and with the improvements made to this feature, it’s easier than ever. Let’s check what to expect!
