Resources
CRM Resources
To help you get most of Opt! CRM, we provide detailed instructions to learn about it’s features and functions. We also provide training programs and arrange live training sessions to help you learn those quickly. Our support team helps with included email, chat, and over the phone support for any kind of issue and works to resolve those expeditiously.
User Guide
Get the complete information of how the Opt! CRM works and learn about all the necessary CRM features easily through images and step-by-step guides. Also, find the links to get help on the issues throughout the CRM and ask our support team for any kind of help.
Webinars
Stay tuned for our upcoming webinars and other live interaction sessions and learn more about Opt! CRM sales and marketing modules! Have a clear understanding of how our CRM system works and ask your queries at the same time. Browse to learn more about our previous webinars or other events.
Track Tickets
Track your tickets raised on different issues to get the exact status of the same. Our customer-based module allows you to easily raise a ticket when your face an issue as well as filter the tickets date-wise to know how soon it might get resolved.
Admin Guide
Learn about everything you may need to set up Opt! CRM for your business. Know in detail about the profile, leads management, security and automation settings to customize the CRM as per your business requirements. Ask our support team for any help you need.
Demo Videos
Check out our demo videos to learn how you can get started with Opt! CRM. From the basic introduction to step-by-step guides, we help with a video for your every requirement. Go through our series of latest videos to lead your business with an increased growth opportunity.
Knowledge Base
Get the answers to the most frequently asked questions that you may need when you start using our CRM. Also learn the basic techniques to easily resolve the most common issues in the Opt! CRM. Go through our helpful answers provided on different issues you may face.
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