Adding Users
Start by bringing your team on-board GoCRM.
Custom Fields
Before you import your data or start adding contacts, make sure to setup the fields you'd like to capture.
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.
Deal Stages
Let's track your return of investment and improve your sales process by setting up your pipeline.
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.