← ProfitMechanic+

CRM and Connectivity

This section (video and screenshots) demonstrates PM+ CRM functionality and its internal/external communication interfaces. Among the functions demonstrated are CRM information handling, follow-up call management, proposal creation, CSA spec generation and Excel exports.

While PM+ has CRM features, it is intended to complement your existing approach and systems, not to replace them.

Contact us for a one-on-one consultation and demo.