Our philosophy is to keep CRM as simple as possible, not drowning users in unnecessary features. However, this doesn’t mean we don’t provide an impressive set of tools to help you drive your business.
We’ve highlighted some of the Simple Systems features/tools that you might not know about so you can improve your daily experience and enhance your CRM Features.
Useful CRM Features
Standard CRM Features
Features for everyone! If you’re growing your business on our free plan or managing hundreds of accounts on our enterprise, these features can benefit your day-to-day experience.
Keep me logged in
Have you ever had your perfex solutions passion time out? Or do you find being automatically logged out of an application frustrating? A simple setting change can resolve this!
As a standard security CRM Features will log you out after 2 hours of no activity. This is so unauthorized staff will not be able to access your data. However, this can become annoying.
All you need to do to turn this setting off is have the CRM Administrator override it. This can be found at the bottom of the Company Settings page; you see a checkbox titled “Allow the use of ‘Keep me logged in’ feature.”
Personalization
When looking at your CRM dashboard, you can use multiple customization and personalization options to enhance your daily experience.
Page View
Many sections of the perfex crm addons allow you to edit what data you’re able to see by simply clicking a cog and toggling the options. This means you can hide data that isn’t relevant to you and concentrate on what matters.
Movable Columns
When viewing any data table, did you know that you can move the columns wherever you like? Hold left-click on the column you’d like to move and then drag it to wherever you’d like it within the table.
CRM Widgets
As you know, you can fill your CRM dashboard with all sorts of useful widgets. We’re always adding new widgets to the list, and you find these new widgets by clicking “Add widgets” in the top right of your dashboard screen.
Marketing CRM Features
Using our Marketing Tool, you can not only create and manage email campaigns but also learn how your accounts respond to your mailing. However, you might have missed some of these valuable features.
Mailing & Consent Lists
Mailing & Consent Lists allow you to collect and record opt-in consent from your contacts. It is a useful CRM feature that enables compliance with data protection legislation, including GDPR. This benefits your marketing as you’ll be mailing contacts happy to receive your communications while leaving unsubscribes who haven’t provided their consent undisturbed.
If you’d like to gain consent from your existing contact database, you can use an email link or gather new leads via your website using a web form (see below).
To create and view your Mailing & Consent Lists, just go to Settings then System Settings within the CRM.
Conclusion
You can also use the feature to maintain multiple mailing lists and segment your contacts into different areas of interest. For example, you could create mailing lists that target other countries you operate in or divide your contact base by gender.
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