The Zuriey CRM application prioritizes its customers, recognizing them as the core of its functionality. The primary objective of this application is to cater to client needs effectively. ...

To add a new customer in Zuriey CRM, log into the dashboard and click on the Customers tab. On the left side, you will find a button labeled...

You can easily manage customer registration in Zuriey CRM by enabling or disabling this feature through the following path: Setup -> Settings -> Clients -&g...

In Zuriey CRM, you can easily access comprehensive customer data, including invoices, contracts, tickets, and notes. To do this, simply click on the Edit...

To export customer data in Zuriey CRM, follow these steps: Access the Customer Profile...

With Zuriey CRM, you have the convenient option to set customer reminders, ensuring you never overlook important details about your clients. Setting up a customer reminder is straightforward: s...

Customer reports can be generated using the Reports feature in Zuriey CRM. To create a report, select the report type as ...

To send a Set Password link to your contact in Zuriey CRM, follow these steps: ...

To create a new contact in Zuriey CRM, follow these steps: Step 1: Access the Contracts Section ...

If you want to restrict a staff member's permission to view all customers in Zuriey CRM, you can assign them as an admin for specific customers. This allows them to manage particular customer p...