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Welcome to ClientManager CRM

Knowledgebase Tutorials Welcome to ClientManager CRM

Articles in this category

Getting Started

This video provides a brief overview of the CRM features and the intention behind their design.

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Setting Up Your CRM

This tutorial guides you through setting up your profile and practice settings before diving into the CRM itself. Welcome to ClientManager CRM! We're thrilled to ha

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Practice Settings

This tutorial will show you how to setup and use case pipelines to track and follow up on your cases in progress. These pipelines can be used for new business, existing business,

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