What is the CRM?

The CRM, or Customer Relationship Manager, is a feature currently available on the Elite Subscription only.  

Actions taken by visitors to your website, such as quote requests, “Contact Us” submission forms, and other activity notifications will be saved within your website’s CRM.  

The tool allows you to manage leads, log customer notes, prioritize requests, etc.  You can also import/export client lists when saved as Excel or CSV file formats.