CRM – Active Clients

Within the CRM module, you can see all the clients that are assigned to a specific salesperson, based on the security preferences that have been set. If a client has been assigned to a particular salesperson, then the only person who can reassign the client is a sales manager. 

The CRM module also manages contract expirations and renewal dates. Business Manager 365 will start sending the assigned salesperson notifications that the contract is going to expire.

Customer Relationship Management Module

See How It Works

Sign up for our no obligation demo and see first hand how Business Manager 365 works. Give us a call at 877-284-5733  or use our form below to see a demonstration.

Service technician using Business Manager 365 on a tablet