CRM Sales and Purchase Accounts Payroll

CRM - Customer Relationship Management

You can access CRM module using CRM Menu.

CRM Menu - User Guide

CRM - Dashboard

You can view insights of CRM in the Dashboard using CRM → Dashboard menu. If you would - to add new metrics kindly reach out to support@effitrac.com

CRM Dashboard - USer Guide
See Also,

For any issues related to the application, kindly contact Customer Help Desk @ support@effitrac.com

If you would - to enable/purchase CRM module, kindly contact sales@effitrac.com


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