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Identifying and collating requirements for your new CRM software can be a lengthy process. Give yourself a head start on the process with this template featuring popular features and modules including:

  • Customer service management features - case management, SLA monitoring
  • Marketing and sales automation - lead scoring, email automation, website event tracking
  • Project and deal management features - Kanban boards, Gantt charts, time tracking

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120 popular CRM software modules and features to kickstart your requirements

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GUIDE FEATURES

  • 100% independent. No vendor bias
  • Updated for 2018
  • Exclusive to Discover CRM

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