Client listing, CRM and marketing tool

Adding and Customizing Contacts
Jump to: Adding New Contacts / Customizing Contacts Agendize's CRM allows you to quickly view and consolidate all of your contacts with just a few ...
Tue, 19 Sep, 2017 at 5:45 PM
Tags
Snap to: Creating a Tag / Searching for a Tag / Merging Tags Together / Changing a Tag's Color / Deleting a Tag Tags are a powerful organizational ...
Tue, 19 Sep, 2017 at 7:26 PM
Email Marketing and Templates
Snap to: Email Marketing / Dynamic Text / Creating Email Templates Within the Agendize CRM you have access to powerful marketing tools using email and ...
Wed, 20 Sep, 2017 at 4:04 PM
Client listing
The client list allows you to quickly access all the data related to your clients. Click on "Clients"(1) to find the list of your...
Fri, 5 Aug, 2016 at 2:18 PM
The Activity Feed and Other Organizational Tools
Snap to: Activity / Customizing the Contacts Page  Activity The Activity feed is a helpful tool that helps you see everything about a particular cont...
Wed, 20 Sep, 2017 at 6:39 PM