You can easily import relations in the CRM. You can use a CSV file with certain columns to import your data.
With the quick search functionality, you can search for the right relation in a second. Configure which field can be searched upon too. E.g. when searching for 'John', names such as 'Johnson' or 'Johnny' appear as well!
With our practical search functionality you can easily search within your lists. You can also use an advanced search filter that allows you target specific relations.
Knowing when a member, donor or sponsor was in contact for the last time is incredibly valuable to your relationship. Important emails? A necessary phone call or a productive meeting? By collecting all these contact moments in your CRM your colleagues will always be up to date.
Every coworker has his own method of operation and wishes. You can create lists in the Procurios CRM that you frequent. You can save them privately, or share them with your team.