In this video, Lee and I will discuss the key sections of a CRM system and what it does. We will cover the dashboard, messaging and conversation, calendars, the sales pipeline, email templates, and using a CRM for social media and marketing.

The CRM system automates most of the process, saving you time and effort. We will also emphasize the importance of completing step two in the sales process and getting started with marketing.

The CRM system we recommend is affordable and will greatly enhance your productivity.