CRM

What is the CRM?
The Formitize CRM is a fully integrated, cloud based Customer Relationship Management System. It is basically your customer database designed to store yo...
Fri, 22 Apr, 2022 at 11:26 AM
Where do I find the CRM in the App?
The Mobile App splits the elements of the CRM into different modules including Contacts, Accounts, Diary, Jobs and Leads so that modules can be turned on an...
Fri, 22 Apr, 2022 at 11:27 AM
Where do I find the CRM in the Management Portal?
You will find CRM in the upper left corner of your Management Portal next to Home.
Fri, 22 Apr, 2022 at 11:27 AM