CRM FREE contact management                        

Projects in CRM FREE

Projects can be used for any number of things in CRM FREE. You can use projects as sales record, customer service requests, for things in your office such as hiring a new employee and so much more. Projects have a title and a description so you can search and find your projects and the description to provide more details than the title. There is a status, type and value field for each project to track where in the process it was and to separate the sales from support requests. Each project has a Project # automatically assigned to it that can be used as a reference number to the project and given as a confirmation number or ticket number etc.

Projects have the same notes, calendar items, important date and document storage sections as contacts do. All changes to the project are logged in the notes so you know what was done and by who. You can assign users to view the project or a group of users.

Projects can be linked to a contact(s) record or a group(s). For example each purchase a contact makes could be entered as a project with the order and shipping dates in the dates section of the project. All notes related to fulfilling the order, calendar items to pack and ship as well as the value of the sale and the confirmation number provided to the customer. Using it for projects in your office adds value. The example above of using it for hiring new employees keep everything in one easy to find place. Each person sending a resume can be a contact in the system and linked to a project for hiring a new employee. Keep their resume and notes on each person in their contact record and notes and calendar items in the project as an overview of the entire process.

CRM FREE web based contact management

Contact Management
    Important Dates
    Custom Fields
    Import & Export
    Capture from Web Forms

    Adding Items
    Calendar & Lists

    Creating New Contacts
    Adding Notes
    Adding Calendar Items
    Linking to Contacts

    Using Projects
    Linking to Contacts

Document Storage

    User Access

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