CRMHaven

CRMHaven is a pretty cool tool that helps you manage your contacts smoothly. To get started with it, there are a few important things to keep in mind. First off, if you're working with a team and have multiple users, your contacts will be shared. That means if you make any changes, everyone else sees those updates on their computers right away!

Managing Your Contacts

Next up, you'll want to figure out how to import your contacts into CRMHaven. Getting your contacts in is super important because that's the foundation of using the software.

Edit and Organize

Once your contacts are in there, editing them is essential too! You can change details whenever you need to. And remember, CRMHaven calls your contacts “Clients.” But don’t worry—these “Clients” can be anyone: friends, family members, work buddies, sales leads, or even school kids!

Group Management

Another key point is that every client belongs to one specific Group. It’s a good idea to settle on what these Groups are before you start entering clients into the system.

Marked Clients and Quick Contacts

You should also get familiar with the Marked Clients feature. This comes in handy when you're ready to take action on some clients. If there are certain clients whose info you need often, you can set them as Quick Contacts for easy access.

If you're interested in trying CRMHaven, it's part of some great download collections like Contact Managers and CRM Tools.