How is CRM different from lead management?+
Lead management focuses on capturing, assigning and progressing new enquiries. CRM supports the wider relationship, including contacts, communication, opportunities and ongoing follow-up.
Can my existing contacts be moved?+
Share a sample of your current fields and the source system so the migration and mapping requirements can be reviewed before any import.
Does this page create a CRM account?+
This page helps you understand the offering. Platform access, configuration and connected services are arranged separately after your requirements are confirmed.