CRMHaven

As a CRM software, CRMHaven presents several important concepts that users need to be aware of. Firstly, it is worth noting that contacts are shared among multiple users within a group. Any changes made to these contacts will be reflected on all users' computers. Secondly, users must import their contacts to CRMHaven via a convenient method of their choice. Thirdly, editing these contacts is easy, and users can conveniently make changes to them as needed.

In addition, CRMHaven refers to contacts as clients, which can represent anyone, be it friends, family, work contacts, sales contacts, school children or more. It is important to note that every client belongs to one group only. Therefore, it is recommended that groups details are well-agreed upon before entering clients.

Lastly, there are two more critical areas that users must understand: Marked Clients and Quick Contacts. The Marked Clients feature is particularly important as it ensures that actions are performed on the right contacts. Users can select which clients they want to perform actions on by marking them. Meanwhile, Quick Contacts offer an effortless way for users to access specific client information frequently. Users can set their preferred clients as Quick Contacts, giving them easy access to their information. Overall, CRMHaven is a powerful CRM software that can help users manage their contacts efficiently.