A CRM is an incredibly valuable asset that usually sits at the core of many procedures throughout an organization. The CRM pictured allows easy tracking of where a customer is in the loan forgiveness program process. This makes lead generation and follow-up tracking a breeze. The key to this software is that it allows the user to be proactive and build their customer base. Email notifications and other customer communiques enhance campaign management. With a custom built CRM you get exactly what you want and no additional fluff. This allows for faster training of employees with simple use that is tailored to your business
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