Viewing and filtering Tasks

Tasks are an important part of your day-to-day work and are critical in ensuring you follow up Opportunities or enquiries on time. To help, we provide the Tasks tab which is a very useful way of seeing what you still…

Adding Activity to records

How do Activities work and what are they for? Activities allow you to store information against any given records. Letting you add Email, Phone & General Activity Notes to those records. Imagine that a group of your teams are in talks…

Managing Multiple Contacts

RealtimeCRM enables you to record Activities and add Tags to all or a selection of your Contacts at once saving you from having to edit each Contact individually and thus saving you from data entry to focus on meeting your Customer’s…

Adding Projects

What are Projects and why are they useful? Projects are usually created when you win an Opportunity. Once an Opportunity has gone through all the stages in the Sales Pipeline it will be assigned to a Project. Although this will…

Adding Contacts

We know how many valuable Contacts you meet through business, and you want to be able to keep track of them. That is why we have made sure adding Contacts into RealtimeCRM is as painless as possible. Adding a single…