- 23 Jun 2021
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CRM
- Updated on 23 Jun 2021
-
Comments
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:
CRM Boards
Manage your opportunities and automate processes in your space with CRM boards.
Reminder
Send your customers reminders when they meet certain conditions in Nexudus and automate parts of your customer communications.
Proposals
Send your customers a summary of what a membership 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
Add custom fields to your Members Portal forms and gather specific information that's relevant to your space.
Message Macros
Build a selection of canned response that you can use as templates in messages you send your customers.
Tasks
Create tasks and task lists to standardize some admin processes in your space.
Email Accounts
Manage email conversations between your space and members directly through the Admin Panel.