- 23 Jun 2021
- Updated on 23 Jun 2021
The CRM section of the Admin Panel lets you manage your communications with existing and prospective customers.
You can manage the following features from this section:
Manage your opportunities and automate processes in your space with CRM boards.
Send your customers reminders when they meet certain conditions in Nexudus and automate parts of your customer communications.
Send your customers a summary of what a membership with your space can look like and have them sign their new contracts online.
Create document templates with dynamic fields and simplify generating documents in your space.
Add custom fields to your Members Portal forms and gather specific information that's relevant to your space.
Build a selection of canned response that you can use as templates in messages you send your customers.
Create tasks and task lists to standardize some admin processes in your space.
Manage email conversations between your space and members directly through the Admin Panel.