SimplyCast: CRM Overview Tutorial

CRM Overview

SimplyCast CRM is a free feature that allows for the gathering and organizing customer data. It’s a big part of our Discover, Organize, Communicate goal, and a huge tool for new and old clients alike. Instead of being forced to learn how to interface with one of our integrated CRMs, it’s possible to do all your business in one place. This cuts down on complication, miscommunications between systems, and even cost! This will give an overview of the SimplyCast CRM, which you can find more details on in other CRM videos, as well as our text-based Resource Center.