Using CRM
What It Does
The BizRnR CRM helps you manage your customer and prospect relationships in one place. Use it to store contact details, track interactions, log notes, and keep a clear view of where each relationship stands — so nothing falls through the cracks.
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How to Get Started
- Navigate to the CRM section from your main dashboard sidebar.
- Add your contacts by clicking Add Contact and filling in the relevant details (name, email, phone, company, etc.).
- Log an interaction by opening a contact record and adding a note or activity — for example, a call, meeting, or follow-up.
- Use tags or status fields to organize contacts by stage, type, or priority so you can filter and find them quickly.
- Review your pipeline regularly to spot contacts that need follow-up or have gone quiet.
> Tip: Import existing contacts in bulk if you have a spreadsheet ready — look for the Import option within the CRM section.
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Common Questions
Can I track follow-up tasks for specific contacts?
Yes. Inside each contact record you can log notes and activities to keep a running history of your interactions and any next steps you've noted.
How do I find a specific contact quickly?
Use the search bar at the top of the CRM section to look up contacts by name, company, or other details. You can also filter by tags or status to narrow down a list.
Can multiple team members access the CRM?
Access depends on your account and user permissions. Check your Settings > Team section to review or adjust what your team members can see and edit.
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*Need more help? Reach out to BizRnR support from the Help menu in your dashboard.*