Customization
Customize the CRM per your business processes!
Customization feature of CRM Runner helps administrators to customize the software as per business requirements. Fields, forms, emails, views, SMS, product logo, templates, reports, and dashboards are all customizable to suit client requirements.
How can CRM Runner be customized to your business?
- Customize the dynamic forms per your requirements and send them to contractors or team members.
- You can add or edit the fields related to inventory or services your company/business offers.
- Easily search or manage an on-going list of referrals/ Ad channels by adding or deleting the entries.
- Easily integrated with the current software like QuickBooks, Google, and Microsoft Outlook.
- Create location or store tags to coordinate between multiple locations.
- Categorize and update the tax details so they appear correctly in the database.
- Customize invoices and estimates by using our 15 templates designs.
- You can customize documents as per your brand’s color and by uploading logo.
- Choose which fields to print on the invoices and estimates to ensure you provide the required information.
- Customize the inventory on the basis of type and choose which details you want to display regarding your products or services.
- Customize automated messages.
- Include links to social media by storing and accessing the details in the database.
- You can even create a unique and professional looking landing page which will help you to connect customers to your leads management tools.
