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Customer Relationship Management (CRM) Documentation & Training
Summary:
The Fitrix Customer Relationship Management module is designed to meet the most critical needs of the three main ‘front office’ constituents:
- Sales,
- Marketing, and
- Service/Support personnel.
Fitrix CRM is designed to meet the core CRM needs of the typical discrete manufacturer or wholesale distributor. With this module you can view your customer demographics, manage contact information and projects, track leads and opportunities, produce quotes and enter and track customer support cases.
Quick Overview Video:
User Guide:
Training Guide:
Training Videos:
Other Videos: