FAQ category

CRM FAQs

Customers, leads, communication history, website inquiries, and order linking.

5 answers

CRM

Questions are collapsed by default so the page stays easy to scan.

Can I manage customers?

Yes. Customer records can store contact details, order history, and activity context.

Can I track leads?

Yes. Leads can be captured and followed up before they become customers.

Can I store customer communication history?

Yes. Communication notes and history can be stored so teams understand previous interactions.

Can customers submit inquiries from the website?

Yes. Tenant public websites can capture inquiries from contact forms and route them into follow-up workflows.

Can I link customers with orders?

Yes. Orders can be linked to customers so teams can review buying history and service context.