Customer relationship management is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.
Growing a profitable business depends on customers and contacts.
The ConveneConnect CRM is a system that will easily help you manage your contacts in one simple spot. ConveneConnect is meant to be a simple CRM. Manage your CRM through the ConveneConnect Dashboard.
- Name, address, email, and notes sections.
- Document management for each contact. Use for resumes, forms, etc.
- Use colored labels to organize your contacts.
- Sort your contacts by categories you create.
- Upload contacts via a CSV files using our template.
- Contacts inside the platform can be linked to their profile and messaging system.
- Schedule events and meetings.
- Add a scheduled event to your Google or Outlook calendar with one click.
- Schedule recurring meetings.
- Invite Convene Members to your meeting through the Convene Messaging and Notification System