How CRM Works
Out the box the MaestroLIVE CRM provides you with the ability to define businesses, business categories, contacts, and communication. Business categories allow you to define the type of relationship you have with a business or the type of business - is it a supplier, a 3rd party partner, or is it a customer, is it a BID member, or is it a Retailer, Office, entertainment, etc. The choice of category is entirely up to you to decide - you define it.
You can add contacts and associate these contacts with a business or businesses. If you define a contact as a mobile contact, then Mango users will also be able to view the contact details. If you define a contact as a “3rd party” then you can assign tasks to this contact.
CRM also supports integration into both Mailerlite and to Mailchimp bulk mail services. Any communication made via these services will be tracked in the “Visit/Communications” section. You can also see if any Mango users have visited/talked/emailed contacts via this page.
You can massively extend the functionality of the CRM module via dynamic properties.