With Credema, there are so many ways to customize your CRM and contact records. You can use workflows to automatically add CRM activities, complete CRM activities, and assign activities to specific team members. Each activity can be a single task or a series of tasks. Update notes, log calls, assign follow-ups, input meetings, and so much more.
CRM activities are a great way to effectively manage relationships and ensure that every contact is getting a customized experience.
CRM activities keep your team on track and create consistency in your process.