Adding Users

Start by bringing your team on-board GoCRM.

Add Your Teammates

Custom Fields

Before you import your data or start adding contacts, make sure to setup the fields you'd like to capture.

Custom Fields

Contact Statuses

It is crucial to organize your contacts based on their lifecycle stage to utilize this in the future to better, organize your CRM.

Contact Statuses

Deal Stages

Let's track your return of investment and improve your sales process by setting up your pipeline.

Setup Deals

Templates

We sms & email in our day to day communication, it may happen that we end up typing the same email over and over again to our contacts. GoCRM has simplified this task for you.

Setup Templates

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