Q: CRM is mentioned as a component of the software.
Is it possible to view all companies (clients) that are on my agency and the projects/tasks that are in flight or complete?
So for instance, I'd like to be able to see;
- Helicopter view of clients I have with contact details e.g. name, address, email, products purchased
- Project work associated with each client e.g. tasks, work items
- Status of client e.g. prospect, client, cancelled
- Lead source e.g. direct, partner(s)
- Revenue
Looking forward to the reply.
Manny_Blue
Aug 15, 2024A: Hey there!
Yes you can!
Best way is to have different databases: one for clients, the other for opportunities, and even one for the work itself for won opportunities.
Did a pretty detailed write up of how this can be achieved here: https://www.blue.cc/resources/how-to-sales-crm
Hope that helps!
Perfect, thanks so much for the speedy reply!