Take a look below at our quick 10 minute demo to get a good base knowledge on PRO CRM’s core features.
With PRO CRM you can generate pricing, Load leads, reconcile commissions (and everything in between). Manage your entire business from one powerful place!
PRO CRM : Step By Step
Now you’ve seen the basics, let us take you through a step-by-step video course on how it can all be done. It might seem daunting at first but we’ve designed PRO CRM to be as simple to use as possible.
Team and User Setup
In this course you will learn how to setup your Teams and Users as well as how to manage their access.
Customer Management
Learn how to setup and manage your customers, sites and meters in your CRM system.
Pipeline Management
Learn how to setup and manage your leads, sites and meters in your CRM system.
Data Importing
Extensive information on data importing
Lead Management
Learn how to setup and manage your leads, sites and meters in your CRM system.
Supplier Management
Learn how to set up suppliers, products and purchasing strategies.
Analytics
In this course, learn how to export various reports from the CRM
Can’t find what you’re looking for?
We also have an ever-increasing FAQ section for more targeted answers to any UtilityClick questions that you might have. Alternatively, why not contact your account manager to set up a course of dedicated bespoke training?