Step 6

CRM (Customer
Relationship 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

A CRM or customer relationship management software is used to manage your contacts and product or service details. This relational database can then create and email invoices or generate paperwork within seconds. This software can be installed on a local computer or hosted online to be accessed via web browser. 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