Staff CRM
Opening CRM
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Staff CRM
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Manage leads, clients, cases, tasks, calendar follow-ups and permanent history.
Integrated Staff CRM
Client operations
Signed in
Shared Firebase backend
Today
Priority work
Alerts
Overdue
Daily schedule
Today’s task schedule
Recent
Activity
Website and CRM
Leads
Add lead
Records
Clients
Create client
Staff
Consultants
Create consultant
Workflow
Cases
Open workflow
Calendar driven
Tasks and follow-ups
Create task
Case files
Documents and correspondence
Store document
Permanent