Where can I see the overall performance of my company?
Can I change the permissions of what my contractors / employees can view?
Can I import customers from QuickBooks?
Can I edit my ‘Business profile’?
Can I set up a virtual tour?
Can I change my password?
Can I cancel my subscription?
What can I view as an administrator, employee, contractor?
Can I change my subscription?
What happens after I purchase CRM Runner?
Yes, go to the drop down menu, click on people , and then leads. Here you can add new leads once you receive them and delete old leads once you`ve closed a deal.
Sure ! go to the drop down menu click jobs and then projects, here you can juggle multiple projects for one job.
Yes! Go to the drop down menu click on jobs and then timesheets.
Yes! Go to the drop down menu click on jobs and the payroll.
- We have monthly plans as well as yearly plans
- Our monthly plan runs from 15$ as our most basic plan and ranges up to our ultimate plan at 145$ a month
- Then we have our yearly plans starting at 165$ a year as our startup plan ranging up to our ultimate plan at 1595$ a year
A tracker to view where your employees are, a place to organize your jobs, your customers, your inventory and even your payroll and so much more!
Business owners, Franchise owners, Organizations! Anyone that needs a software to organize and communicate with customers.
C-R-M stands for Customer Relationship Management. At its simplest definition, a CRM system allows businesses to manage customer data and create automated processes to keep your customers satisfied.
When you log on to the account click on the little bell icon at the top right corner to view the notification.
You can view all of that on the main dashboard, to get more details, run a report.
Yes! Simply go to the customization tab in the drop-down menu and click permissions, now you can check off what you want your contractors / employees to see as well as what you do not want them to see.
Of course! Simply go to your business profile all the way at the bottom of the drop-down menu and link your QuickBooks account, then go back to the customers tab and click import from QuickBooks.
Yes, go to the drop-down menu and click settings, then business profile. Now you can edit your business details, link your QuickBooks account and much more!
Yes! This is very useful for teaching new employees on how to navigate through CRM Runner platform, simply go to the down arrow icon on the top right corner of the screen and click virtual tour.
Yes! Click on the settings tab in the drop-down menu and click change password.
Yes, go to the down arrow icon and click cancel subscription.
As an administrator you have the complete features and full control. You can decide what your contractors and employees can view. To customize that go to the customization page in the drop-down menu and click permissions, choose what each can view or edit and you are all set.
Of course! Simply go to the down arrow icon(Account menu) ,click on change subscription and ‘buy now’ on the subscription of your choice.
You can manage your business profile, customize CRM runner to your look and feel, set up access for your contractors / employees, and activate a virtual tour to learn more or view our educational library to view tutorials about using the site.