Customer Relationship Management

These CRM workflows are a great place to get started.

Update your CRM records via CSV

Import contacts & related organizations from a single spreadsheet

Importing contacts & related organizations from two separate spreadsheets

Keeping the whole email conversation in the CRM

View Email Marketing Opens and Clicks from Benchmark Email

Track sales team’s daily efforts on CRM

Workflow – Moving Data from Spreadsheets to the CRM

Sync Contacts from Benchmark Email to CRM

Use Automations to Create Follow Up Tasks for your Sales Team

Organize Contacts by Job Title and Organization