CRM
  • 11 Aug 2022
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CRM

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The CRM section of the Admin Panel helps you communicate with existing and potential customers.

You can manage the following features from this section:

CRM Boards

Manage your opportunities and automate processes in your space with CRM boards.

Reminders

Send your customers reminders when they meet certain conditions in Nexudus and automate some of your communication with customers.

Proposals

Send your customers a summary of what a contract with your space can look like and have them sign their new contracts online.

Document Templates

Create document templates with dynamic fields and simplify generating documents in your space.

Custom Fields

Create custom fields and add them to your Members Portal forms to gather information that's relevant to your space.

Message Macros

Build a selection of canned responses that you can use as templates in messages you send your customers.

Tasks

Create tasks and task lists to standardize some processes in your space.

Email Accounts

Manage email conversations between your space and customers directly through the Admin Panel.


What's Next