Summary
Objective: Implement a simplified CRM into client management in order to allow for automated follow-up and easy sms communication between clients. Impact: Streamline communications and ensure that no one slips through the cracks. Allow upper management to quickly and easily know what’s going on with customer onboarding and sales
Client
Assigned To
Status
In Progress
Start & Finish Date
Needs Review
Integrate Simple CRM For Automated Follow-up & Client Management
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Table of contents
What you need to review
Nothing to review as of now