quick start guide to amocrm
DESCRIPTION
Getting started with amoCRM is quick and painless. Unlike other CRM systems, setting up amoCRM takes just minutes.amoCRM is a Customer Relationship Management system specifically designed for small to medium sized businesses. It is a budget friendly solution for companies that do not require the excessive (and expensive) features of big name CRM systems. Check out www.amoCRM.com and sign up for a free 30 day trial.TRANSCRIPT
Quick Start Guide to amoCRM
amoCRM, LLC.505 Montgomery St. Suite 1016 San Francisco, CA 94111415.874.3274
What you get with amoCRM
Leads Management
Contact Management
Task Management
On-going Reporting
Sales Analysis
amoCRM is a simple, easy-to-use Sales Management System designed to save you time and money. It helps you manage leads and monitor your sales pipeline in only a few clicks.
Import/Export
Starting your new customer management system from scratch can seem like a burden. Luckily, amoCRM made it easy to import your contacts and leads from other systems. Simply click on “import.” You can upload leads in a CSV format and contacts in either CSV or vCard format.
User Management
Managing user access is a great way to keep each team member focused on a particular task. As the administrator you hold control over whether users can add, view, edit, delete, or export leads and contacts. You can further fine tune the user’s access by allowing them to change lead and contact data only if they are the ones responsible for it.
Leads Management
Adding a new lead takes seconds!Contacts can be created right from the leads window so
you save time!
Customize your system with up to 20 custom fields for your specific needs.
Add notes, schedule tasks (for yourself or others) and attach files to always stay on track.
Search leads by date, status, account manager or any combination of the 3.
Leads Management
In amoCRM everything revolves around your leads: from first contacts, up to successful sales
Custom Columns
The Tabs serve the most purpose when they are customized. To do this, simply click “Settings” and select the columns that are most useful for your specific needs.
That’s It!
amoCRM takes minutes to set up!
