Servitium CRM Questions & Answers

Integrate WhatsApp with Servitium CRM using third-party tools or APIs that connect WhatsApp to the CRM. This allows you to send and receive WhatsApp messages directly within the CRM.

Use automation in workflows by setting up triggers and actions based on specific conditions. This can include sending automated emails, updating records, and assigning tasks to team members.

You can store various types of data, including contact information, sales records, customer interactions, support tickets, and marketing campaign details.

Use the data migration feature by accessing the Data Migration tool, selecting the source and destination, mapping the fields, and starting the migration process. Ensure data integrity and backup before migrating.

Yes, Servitium CRM is suitable for small businesses as it offers scalable solutions, affordable pricing, and essential features to manage customer relationships and sales processes.

Use Servitium CRM by logging in, navigating through the dashboard, managing contacts and leads, creating tasks and reminders, and generating reports. The interface is user-friendly and customizable.

Servitium CRM can be used for lead management, customer support, sales tracking, and marketing automation. It is suitable for industries like retail, healthcare, finance, and real estate.

Servitium CRM provides customizable reporting tools that offer insights into sales performance, customer behavior, and operational efficiency. Reports can be generated based on various metrics and filters.

Servitium CRM offers tools like automated lead assignment, follow-up reminders, email campaigns, and workflow automation to streamline sales processes.

To import data, go to the Import section, upload your CSV file, and map the fields. For export, go to the Export section, select the data you want to export, and download the file.