Asking your sub-account for your session.
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Set your branding once and every email your account sends picks it up: booking confirmations, reminders, receipts, newsletters. Change a colour or your logo here and they all change, because your templates read these settings when the email goes out rather than having it baked in.
Your blog, synced into your CRM and working harder. Author profiles, read counts, reactions and an RSS feed out of the box, so you can see exactly what your audience is reading.
Run ID and AML checks from inside your CRM. Connect your Credas account once and every check lands back on the contact record with a clear result.
A public member directory your team runs from the CRM. Approve listings, feature the best ones and control what shows, with changes live on your site the moment you make them.
A short tour, then a step-by-step guide to getting your CRM working: email, contacts, calendar, phone and more, each with a demo and a help article. Steps tick off as you go.
Send good-looking quotes your customers can accept, decline or ask about from their phone. You get an alert when they open it, polite reminders go out on their own, and an accepted quote becomes an invoice in one click.