Basic requirements to get started or migrate your existing database.
Integrate your business system to enhance workflow and productivity.
Control user permissions & roles, security, configuration, data storage and more.
Manage your customers using the Companies module.
Business insights on how to grow your business.
Manage your contacts and track every customer interaction using the Contacts module.
Collect and process your leads effectively using the Lead Inbox.
Effectively manage your marketing campaigns & events.
Build a unique sales pipeline, respond to opportunities using the quotes module and manage products & assets.
Manage customer requests in one shared inbox. Create tickets, provide tailored customer support, and never lose a ticket
Manage your daily tasks and view your team's scheduled activities using the group calendar.
Keep track of your business activities using the Dashboard and Reporting module.
An overview of the Service Desk features and screen views.
How to edit ticket properties and add custom ticket property fields.
How to configure the service desk email settings.
How to use the service desk to generate tickets, reply to emails, forward emails, delete emails, delete spam and more.