CRM
How to stay organized using Duranta's Customer Relationship Management
11 articles
- Managing your CRM (mobile app)How to organize your leads, proposals and clients / customers in Duranta's Customer Relationship Management software
- Managing your CRM (desktop web 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
- Universal Search
- Import your customers data into Duranta with ZapierConnect your CRM or spreadsheet to Duranta with Zapier, so customers can be copied into your Duranta workspace automatically.
- How to Connect HubSpot CRM to Duranta via Zapier
- How to access Schematic View in the Web App
- Diagonal viewsUse Diagonal views to inspect a property from different angles, compare capture dates, and see walls, slopes, fences, access points, and other details that are hard to understand from a…