CRM FAQ

Answers to the questions we hear most about the CRM module.

RecordsPipelineAI & automation

What is the difference between a lead and a customer?

A lead is a potential customer you are still working to win; a customer is someone you are already doing business with. The same record carries forward.

Is my CRM data connected to other modules?

Can I automate CRM tasks?

Does the Sales Agent send emails on its own?

Can I import contacts and companies?

Still need help?

Can’t find what you’re looking for? The DevSphere OS team is happy to help.

Contact Support