Cargofive Clients module can help your business keep organised when it comes to clients. Having a record of the companies with which you work and the contacts on those companies with whom you speak and negotiate may be a key point.
In Cargo five we find two different modules "Companies" and "Contacts", which are related but are not the same
Companies refers to entities you serve. A single company can be related to multiple contacts, also all quotes associated with these contacts and companies are automatically saved and linked in the company profile. You can also add notes as the payment conditions, address, a general email... and even associate it with a price level
To add a new company just have to click on Add Company and fill the brackets:
You can also import your clients massively with a template, download it, fill it and upload it 😊
Contacts refers to the individuals within those companies—your customers. This module hold vital information such as addresses, emails, and telephone numbers. Also contacts can be linked to a specific company
You can also massively import the contacts through the template😊
✨The only thing you have to take into account is that in order to link a contact to a company, the company has to be created beforehand in order to appear on the "Company" list 😊
Here you have a video in case you still have doubts and remember you can always contact us for any help through the chat or by sending an email to support@cargofive.com ✨🤗