A CRM consists of client details to store, organize, and manage information about your clients.

Table of Contents for CRM:

• Client
• Client Groups
• Contacts
• Onboard invite sent
• Prospects
• Archived

Buttons:

About Buttons:

• Create Group
• Import Clients
• Add Client/Prospect
• Archive Clients
• Delete Clients

Create Group

Select/tick a client to create a group. 

Import Clients

Import 

Synchronise your contacts between Accziom and your favourite accounting platform. Automatically create and send invoices in Xero or Quickbooks right from your Accziom deal flow. Learn more

Add Client/Prospect

You can add a prospect here in the client section or by using the Quick Add Function while writing a proposal in the Deals section. Learn more

Archive Clients

Delete Clients