FAQ CRM Fundamentals

Can we store customer destination and travel preferences?

Yes. Flexible fields can be used to store destinations, travel periods, group size, package interests and other relevant information together with customer or opportunity records.

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FAQ

What is CRM software?

CRM software helps businesses manage customer information, sales processes, conversations, tasks and other customer relationship activities through a centralized system.

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FAQ

What 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.

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FAQ

What 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.

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FAQ

Can 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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