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Docs Category: Getting Started

Getting Started

How to signup for a new SYSCRM account ?
How to Edit/Update Company Details ?
How to Manage your Employees & Staff ?

Configurations

How to add Channel Partner ?
How to Add & Manage Channel Partner Commission ?
How to Manage Properties ?
How to Manage Property Visits ?
How to Manage Opportunity Stages ?
What Campaign & How You Can Create ?
How to Manage Customers & Groups ?
How to Manage Call & Add Call Records ?
What Call Logs & How You Track Calls ?
How to Create & Manage Contact Groups ?
How to Manage Your Leads & Leads Settings ?
Guidelines on How to Import Leads ?
How to Manage Lead Notes ?
How Manage Deleted Leads ?
What is Lead Scoring & How to Manage ?
How to Manage Opportunities ?
How To Import Customers ?

Marketing

How You Do SMS Marketing Using SYSCRM ?
How You Do Whatsapp Marketing Using SYSCRM ?
What is WhatsApp Template & How to Use ?
How to do Email Marketing Using SYSCRM ?
What is Email Template & How to Use?
What is Marketing & How use for Email Marketing ?

Meeting, Reminder & Task

How to Add Notice Board ?
How to Set Attendance ?
What is Reports ?
How You Can Manage Document ?
How to Add Tasks ?
How to Access Reminder Notifications in SYSCRM ?
How to Add Meetings On Company ?
How to Manage To-dos ?

Other Features

Creator Studio
How to Add a Proposal ?
How to Add a Estimate ?
Payment Method
How to Manage Expense ?
How to Generate Invoices ?

Integration

For the Integration

View Categories

Getting Started

How to signup for a new SYSCRM account ?
How to Edit/Update Company Details ?
How to Manage your Employees & Staff ?

OPTIMIZE YOUR BUSINESS

Manage your Leads Effectively Grow more with SysCRM.

SysCRM is an advanced real estate sales CRM designed to streamline your client management and sales processes. It integrates seamlessly with over 20 real estate platforms and social media, offering comprehensive tools for lead management, team collaboration, and marketing automation.

Features

Leads Managment
Sales Managment
Marketing Automation
Contact Management
Reporting And Analytics

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99acers
Housing
Magicbricks
Makaan
Justdial

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