CRM

1. CRM

   CRM is a simple notebook per customer: log a call, note, email, meeting or task against a customer so nothing is forgotten. You add entries on a customer's record under the Activity tab, and open tasks then show up here.

2. At a glance

   How many tasks are open, how many are overdue, and how much activity there was this week — so you know where to focus.

3. Open tasks

   Your follow-ups to do: the subject, which customer it’s for, and the due date (overdue ones turn red). Click a customer to open their record, or tick a task off when it’s done.

4. Recent activity

   The latest customer interactions and changes, so you always see what just happened.