.
Skip to content

CRM

Organize your contacts & track your leads with Xcelerates restoration-focused CRM

INTRODUCTION

1 - ADDING ORGANIZATIONS & PEOPLE

2 - BASEBALL CARD VIEW

3 - LIST VIEW

4 - COMPLIANCE

5 - TAGS

6 - EXPORTING

7 - LEADER BOARD & NOTES

INTERMEDIATE

8 - ACTIVITIES & CALENDAR

9 - ROUTES & BEST PRACTICES

10 - SALES REPORTS