CRM Checklist

CRM is customizable almost to a fault. There are so many ways to implent and tailor CRM to your business, the options can be overwhelming. So what are the essential features all solutions should include? This free CRM checklist details the essential software that should be in your package, regardless of your industry or area of expertise

This checklist will make sure your solution contains tools that can handle:

  • Lead management
  • Feedback management
  • Email and contacts

Plus details on seven other vital tracking and forecasting features.

CRM is customizable almost to a fault. There are so many ways to implent and tailor CRM to your business, the options can be overwhelming. So what are the essential features all solutions should include? This free CRM checklist details the essential software that should be in your package, regardless of your industry or area of expertise

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