Contacts

HumbleBear CRM is equipped with a contact management feature that simplifies the management of clients and vendors. Here are some of the advantages of using contact management in HumbleBear CRM:

• You can efficiently manage your contacts by creating and editing them at the company level, and adding multiple contacts under a single company. This approach enables you to keep track of all your business interactions with people.

• You can view all the transactions and activities related to a contact, including quotations, invoices, purchase orders and bills, in one centralised location. This helps you monitor sales and expenses for each contact and ensures timely payments.

• Furthermore, you can assess the ROI of a Project associated with a contact and evaluate their profitability and performance. This data helps you make informed decisions on future projects.

• HumbleBear CRM allows you to send emails to your contacts directly from the platform and attach relevant documents such as quotations or invoices. This feature saves you time and ensures that your communication is professional and consistent.