The CRM module is designed for campaign management, follow-ups and sending out newsletters.
During maintenance, you have to set up different parameters to make the module work, depending on what business you have and how you want to use the module.
Video re. CRM
Watch this video to see some of the benefits of using the CRM module in Uniconta: Video / 5 benefits of the CRM module There's also this video that shows you how to get started using the CRM module: Get started with the CRM moduleSetting up CRM
Setup of the CRM module takes place under the menu item Maintenance. Here you need to create:- Interests [Read here]
- Products [Read here]
- CRM groups [Read here]
- Follow-up groups [Read here]
- Campaign groups [Read here]