CRM Basics

A CRM or Customer Relationship Manager is and important tool for every business.

This video will show you the basics of the Synchronized Portal CRM. 

CPA Demo

Synchronized Portal can be configured in many different ways. In this video you will see how you can use the Portal to quickly get information from customers.

As you watch this video keep in mind that it could be modified to fit your business as well.

Viewing Client Data

The Portal stores a lot of information about your clients. There is an easy way to see all of that information in one spot. This video shows you how.

Custom Fields in CRM

Can't find the field you need in the Synchronized Portal CRM? Good news! You can add custom fields so that you can store even more information! 

Setting Up Auto Rebilling

Do you sell upgraded support sessions? Maybe you offer coaching sessions for makeup, business or career coaching. Perhaps you offer strategy sessions to companies or individuals. With Synchronized Portal you can set up Auto Rebilling of these services.

See the video to learn more.