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Yes, Currently Our CRM provides integration between WhatsApp and CRM.
If your CRM is running slow, contact manmohan@yugox.com to raise the issue.
Using templates, you can quickly create emails to: Introduce new products or services, Create new marketing campaigns, Announce offers and discounts, and even, Create the season’s greeting
You can only synchronize Campaigns from CRM to Mailchimp but not the other way around. Follow the steps in the article MailChimp Integration to sync campaign with mailchimp
To perform multiple actions, select the records by enabling the checkbox. Click on Edit icon to edit multiple leads at a time or on Delete icon to delete multiple leads at a time.
Yes, you can. Our CRM allows Phone Calls to place a call directly from your laptop or desktop by simply clicking the phone call icon.
Yes, you can use the Add Contact feature to quickly enter relevant details only and revisit the record to add extensive details later. It is handy when you are short of time or when you are entering individual contact details.
A campaign is a series of operations carried out to achieve a goal, especially in Marketing. In CRM, you can create a campaign, record its details, and track its progress easily.
CRM provides the following campaign types by default:
Webinar, Advertisement, Direct Mail, Banner Ads, Telemarketing, Primary Email
Email templates save time! Using templates, you can quickly create emails to:
Yes, you can sync and upload documents to Google Drive as well as link them from Drive to your CRM, or save it on your local computer.
No, it is not. To use Bills module, you have to install the Inventory Add-On extension from the extension store.