Content:
Beyond HR, A4Tool includes a lightweight Sales CRM to help you track your business clients, manage sales leads, and keep a centralized database of your organization's customers.
Who can access it:
Beyond HR, A4Tool includes a lightweight Sales CRM to help you track your business clients, manage sales leads, and keep a centralized database of your organization's customers.
- Sales teams, Account Managers, and Admins.
- Navigate to Sales CRM in the sidebar.
- Select Customers or Leads.
- To add a new client, go to the Customers page and click Add Customer.
- Enter the Company Name, primary Contact Person, Email, and Phone Number.
- Add the Billing Address (crucial for invoicing).
- Save the customer record.
- You can now log interactions, schedule follow-ups, and link active projects directly to this customer profile.