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Dashboard Customers Prospects Jobs Tasks Leads New Homeowner Calls Images Marketing Settings

Framing CRM

Customers Prospects Leads Jobs

Analytics Settings

Dashboard

Welcome to Your Multi-Site Framing CRM!

Your CRM is set up and ready to go with sample data from both locations.

Quick Setup Steps:

Review the Dashboard for an overview of your pipeline
Check out Customers and Jobs
Go to Settings to add your MailerSend API key for email
Use the site filter at the top to toggle between locations

Sites configured:

Adjective Art & Framing Jameson & Thompson Waldo Custom Framing