CRM
How to stay organized using Duranta's Customer Relationship Management
5 articles
Managing your CRM (mobile app)How to organize your leads, proposals and clients / customers in Duranta's Customer Relationship Management software
Creating a lead or client (mobile app)How to create a new customer in your Duranta CRM
Creating a commercial lead or client (desktop web app)A commercial lead/client is a business or property management account (for example: office building, HOA, retail, or multi-site properties). You can create estimates, proposals, and invoices for both leads and…
Creating a maintenance proposal from your CRM (mobile app)How to create proposals and estimates for services like mowing, edging, fertilization from Duranta's CRM view
Creating an install (build) proposal from your CRM (mobile app)How to create a design / build proposal for installs like patios, planted beds, retaining walls directly from Duranta's CRM view