Organise your business contacts and record relevant information that will help your business create opportunities and leads. Import your contacts to communicate with clients and send marketing campaigns. Duplicate contact information for clients who work in the same business, to reduce time and improve efficiency.
Target customers you want to do business with and configure them into lists through information gathered in the contacts database. By understanding who you want to target, your business can focus on creating marketing campaigns for those people who will most likely buy your product or service.
Schedule meetings with clients or colleagues with SuiteCRM Max, and send invites to those people you want to attend. Manage the notes of your meetings to keep track with what is happening in your business. Set an expected duration for those meetings and reminders prior to them taking place.