Step 6 CRM (CustomerRelationship Manager) Checklist of Attributes: Your CRM should exemplify these truths: Perform daily tasks without error Call users to act upon the CRM’s goal Use the parent-child relationship between data tables Utilizes the brand’s character styles and globals Common functions of a CRM include: Customer Database Product Inventory Invoice Generator (pdf) SMTP Mailing Event Calendar Task Scheduling Below is a list of the various file formats you should use when ordering a CRM. Extensions File Format Name Common Uses .pdf Portable Document Format Displaying printable vector graphics .ai Adobe Illustrator File Creating logos .fmp12 FileMaker Pro 16 Launching CRM software locally .xls Microsoft Excel Structuring data .txt Text file Typing Text without formatting .zip ZIP Compressing multiple files into (1) folder Order Now See Examples Below are a few videos illustrating the capability of a CRM. Owner, Antonio Bryant Which step are you on? Call 1-877-248-3330 to set up a meeting, or Order Now