FEA Create offers a CRM (Customer Relationship Management) tool that can help you keep track of all your client information in one place. You can add notes, create tasks, appointments, and even send emails to clients directly from the CRM.
Here are the steps to use the FEA Create CRM:
Select the client file: When you have a call or meeting with a client, you can select their file in the CRM.
Add meeting notes: You can add notes about the meeting or call, and save them to the client's file.
Create tasks: You can create tasks for yourself or assign them to someone on your team. You can also set due dates for the tasks.
Create appointments: You can create appointments for the client and even book them into a calendar. Your team members will receive notifications about the appointments.
Update client information: You can update any client information, including tags and custom fields.
Send emails: You can send emails to clients directly from the CRM. You can also remove clients from email lists if they no longer want to receive emails.
The FEA Create CRM is a great way to keep track of all your client information in one place. It's especially useful if you have a service-based business or if you work with clients one-on-one. With the CRM, you can easily stay organized and manage your client relationships effectively.