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CRM Features

Knowledgebase CRM Features

Articles in this category

Creating a new individual client

  Welcome to the guide on creating a new individual client record in ClientManager Financial Planning CRM. Go to

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CRM Dashboard

Understanding Your ClientManager Dashboard The ClientManager Dashboard is your go-to landing page when you log in, giving you a quick overview of what's happening and where you need to focus your att...

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Bulk Email Management

Manage Bulk Email Need to get a message out to a large number of clients quickly and efficiently? The Bulk Email feature in ClientManager CRM is your go-to for sending general updates, targeted messag...

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