Lite CRM Overview

Easily manage your sales pipeline and existing clients activities using our Lite CRM. You can also integrate your exiting CRM into Shoebooks to remove double entry of data.

Update Your Pipeline As You Go

Manage the status of you customers or prospects at any time and generate detailed reports for your weekly team meetings.

Create Follow Up Actions

Create accountability by adding comments and follow up actions to customer records and invoices. These notes can be reported on and updated from anywhere at any time.

Daily To Do Lists

Generate daily to do lists for your team members that will increase the likely hood of converting sales and maintaining customer satisfaction. Use the calendar feature to share schedule information…