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Clevertim CRM allows you to keep notes about your interactions with your leads, customers, partners, suppliers, and so on, in order to build a strategic customer intelligence database. You can also forward, CC or BCC emails to your email dropbox which are automatically attached as notes.Keeping track of all your interactions with your interactions with your leads and existing customers is vital when your small business is growing.
Store all your necessary files online. Attach them to the relevant contact, company, case or opportunity.
Organize your files via a windows explorer-like interface.Need to store more information for your contacts, companies, cases and opportunities? No problem. You can extend Clevertim with powerful typed custom fields.
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