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CRM

The CRM (Customer Relationship Management) app in SynergyOS provides a centralized platform to manage your organization's relationships with contacts, companies, and projects. Integrated seamlessly into the SynergyOS environment, the CRM app allows you to store, organize, and access critical information related to your clients and projects, enhancing collaboration and efficiency.

Overview​

The CRM app includes the following core components:

  • Contacts: Manage individual contact details and communication history.
  • Companies: Organize company information and associate it with contacts and projects.
  • Projects: Manage projects by tagging folders with the type "Project" and associating relevant metadata.

By integrating these components, the CRM app enables you to have a comprehensive view of your customer relationships and project statuses within the same platform.

Key Features​

1. Contacts​

  • Management: Store detailed information about individuals, including names, positions, contact information, and notes.
  • Integration: Link contacts to companies, projects, emails, tasks, and other items within SynergyOS.
  • Communication History: Access a history of interactions with each contact, including emails and meeting notes.

2. Companies​

  • Information Management: Maintain comprehensive profiles for companies, including industry, size, location, and associated contacts.
  • Association with Projects and Contacts: Easily link companies to related projects and contacts for a holistic view.
  • Document Storage: Store company-related documents, contracts, and files within the company profile.

3. Projects​

  • Project Management: Tag folders as "Projects" and assign metadata such as start date, end date, status, and project manager.
  • Centralized Storage: Keep all project-related files, emails, tasks, and notes within the project folder.
  • Progress Tracking: Use metadata fields to track project stages, progress, and other key metrics.

4. Integration with Other Apps​

  • Email: Link emails to contacts, companies, and projects for easy reference.
  • Tasks and Notes: Associate tasks and notes with specific contacts or projects to enhance organization.
  • Calendar: Schedule meetings and events with contacts and companies directly from the CRM app.

How It Works​

Creating and Managing Contacts​

  1. Add a New Contact:
    • Navigate to the CRM tab and select Contacts.
    • Click New Contact.
    • Fill in the contact's details, such as name, email, phone number, and company.
  2. Link to Other Items:
    • Link the contact to existing companies or projects.
    • Attach relevant documents or notes to the contact's profile.
  3. View Communication History:
    • Access emails and interactions associated with the contact from their profile.

Managing Companies​

  1. Add a New Company:
    • In the CRM tab, select Companies.
    • Click New Company.
    • Enter company details like name, industry, address, and website.
  2. Associate Contacts and Projects:
    • Link contacts who work at the company.
    • Associate projects that involve the company.
  3. Store Company Documents:
    • Upload contracts, proposals, and other documents to the company's profile.

Organizing Projects​

  1. Create a Project Folder:
    • In the Drive app, create a new folder.
    • Tag the folder with the type "Project".
  2. Add Project Metadata:
    • In the folder's Info tab, enter metadata such as start date, end date, status, and project manager.
  3. Link to Contacts and Companies:
    • Associate the project with relevant contacts and companies.
  4. Manage Project Content:
    • Store all project-related files, emails, tasks, and notes within the project folder.

Practical Examples​

Sales Management​

  • Scenario: A sales team manages leads and clients using the CRM app.
  • Actions:
    • Create contacts for each lead with detailed information and notes.
    • Associate contacts with their respective companies.
    • Track communication history, including emails and calls.
    • Use projects to manage sales campaigns or client onboarding processes.
  • Benefits:
    • Centralized information enhances team collaboration.
    • Easy access to client history improves customer interactions.

Project Collaboration​

  • Scenario: A project manager oversees multiple projects with various stakeholders.
  • Actions:
    • Create project folders tagged as "Project".
    • Assign metadata to track project stages and deadlines.
    • Link team members (contacts) and client companies to the projects.
    • Store all project documents, tasks, and notes in the project folder.
  • Benefits:
    • Streamlined project management within a single platform.
    • Improved visibility of project status and team responsibilities.

Benefits​

  • Centralized Data: All client and project information is stored in one place.
  • Enhanced Collaboration: Team members can access and update information easily.
  • Improved Customer Relationships: Comprehensive contact and company profiles enhance interactions.
  • Efficient Project Management: Metadata and integration with other apps streamline project workflows.

Best Practices​

  • Maintain Up-to-Date Information: Regularly update contact and company profiles to ensure accuracy.
  • Utilize Metadata: Leverage custom metadata fields to capture important information.
  • Link Related Items: Always link emails, tasks, and notes to the relevant contacts, companies, or projects.
  • Standardize Data Entry: Use consistent naming conventions and data formats for easier retrieval and reporting.

Frequently Asked Questions​

Q1: Can I import contacts and companies from external sources?​

A: Yes, SynergyOS allows you to import contacts and companies from CSV files or through integration with other CRM systems. Refer to the import guidelines in the documentation for detailed instructions.

Q2: How do I customize the metadata fields for contacts or companies?​

A: Administrators can define custom metadata fields by accessing Settings > Metadata Configuration. You can add, modify, or remove fields to suit your organization's needs.

Q3: Can I restrict access to certain contacts or projects?​

A: Yes, you can set permissions on contacts, companies, and project folders to control who can view or edit them. Use the Permissions settings in the item's Info tab.

Conclusion​

The CRM app in SynergyOS is a powerful tool for managing your organization's contacts, companies, and projects. By integrating seamlessly with other SynergyOS apps, it provides a centralized and efficient platform to enhance customer relationships and streamline project management.