Customer Relationship Management

(Return to Packages)

Microsoft Outlook, ACT!, Constant Contact, and other CRM Solutions

Maintenance = Daily/Weekly/Monthly transactions:

• Add/Edit clients and prospects

• Manage Groups

• Upload and set up new Client Agreements

• Manage Documents

• Manage Calendar & Tasks, including follow up reminders and reports

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• Initial upload or manual add of existing client/prospect information

• Set up initial groups

• Create new client emails

• Upload existing Client Agreements

• Upload business and coaching documents