Knowledge Base

Marketing Campaigns can be used to track interactions with targeted groups of People/Organisations or Leads, perhaps for Events or Mail Shots

The Upload Library allows you to store files or images that can be easily accessed by different product areas (i.e., Emails, Templates, or Records) of  Workbooks.

Workbooks can be used to store information on the goods and services that you sell or buy. Using the Products functionality is optional and you can use all other aspects of the CRM system without

Send your emails en masse using Mailing Lists.

If you often send out Emails or create Google Docs or Notes that contain the same content, it is possible to create Templates so that the relevant content is already there