How CRM-NG fits your work

Sixteen short chapters on what CRM-NG does for each part of a service business, with links to the step-by-step pages under Using CRM-NG.

• What CRM-NG brings together
• Software it can replace
• Clients and companies
• Leads and sales opportunities
• Support tickets and service agreements
• Projects, tasks and templates
• Sprints and shared backlogs
• Time, estimates and invoices
• Products, assets and vendors
• The portal, forms and documents
• Forms, visitor activity and campaigns
• Workflow automation
• Employee records and HR
• Accounting and bank reconciliation
• Settings, permissions and security
• Planning your evaluation