Can DinamikCRM track policy information?
Yes. DinamikCRM's no-code modules and custom fields can be used to create structures suitable for policy information and connect them with customers.
Yes. DinamikCRM's no-code modules and custom fields can be used to create structures suitable for policy information and connect them with customers.
Related resources
What is CRM software?
CRM software helps businesses manage customer information, sales processes, conversations, tasks and other customer relationship activities through a centralized system.
View contentWhat types of businesses can use CRM software?
Small, medium and large businesses that manage customers, sales processes, proposals, team coordination or customer communication can benefit from CRM software.
View contentWhat is the difference between CRM software and Excel?
Excel focuses mainly on tables and data storage. A CRM connects customer data with activities, opportunities, tasks, communication history, permissions, automation and other operational processes.
View contentCan I import my existing customer data into DinamikCRM?
Yes. Existing customer data can be prepared in a suitable format and imported into DinamikCRM. The most appropriate transfer method depends on the structure of your data.
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