Manage contacts and leads in CRM

Learn how to add notes, log calls, schedule meetings, and track tasks for your CRM accounts, contacts, or leads. Assign them to team members, attach files, and include important details to keep everything organized.

While you likely know your top customers, those who buy less often or spend less can be easy to overlook. Customer segmentation helps you stay on top of your data by automatically analyzing buying behavior to group customers and uncover insights.

 

 

 

Learn how to connect Phocas CRM with your Microsoft 365 Outlook calendar to enable two-way synchronization. This helps streamline workflows, save time, and reduce the risk of missed meetings or scheduling conflicts. 

Learn how to quickly get an overview of your CRM accounts, refine your view to find specific ones, update details, and, if you have permissions, manually add an account.