NetHunt CRM is built around a flexible structure that helps you organize and manage different aspects of your business. The system comes with several pre-set CRM entities—Contacts, Companies, Deals, and Projects—that help you get started right away.
Pre-set CRM Entities:
Contacts: Manage individual customer or client information.
Companies: Track the businesses you're working with and link them to contacts and deals.
Deals: Manage your sales opportunities, including their status, value, and related activities.
Projects: Organize and monitor the progress of various internal and external projects.
Custom CRM Entities (Folders)
In NetHunt CRM, these CRM entities are referred to as Folders. If your business requires more than these pre-set entities, you can easily create custom folders to fit your exact processes. For example, you can add folders for:
Payments: Track customer payments and financial transactions.
HR: Manage hiring processes, employee data, or other HR-related tasks.
Events: Organize and monitor company events, meetings, or client workshops.
These custom folders allow you to adapt NetHunt to your specific business needs, so you can track anything from sales and payments to internal workflows.
Other Features in Your NetHunt Workspace
In addition to the core CRM entities (Folders), NetHunt CRM provides a range of other tools to help you manage your business effectively. Here’s a quick overview of what you’ll find in the sidebar:
Tasks: Create and assign tasks for yourself and your team to keep everyone on track:
Email Campaigns: Send bulk email campaigns to your leads and customers directly from NetHunt:
Workflows: Automate repetitive tasks like sending follow-up emails or updating records:
Reports: Generate detailed reports to monitor your sales performance, marketing efforts, or team activities:
Chats: Integrate and manage your messaging apps, so you can track conversations across different platforms:
Settings: Customize your CRM settings, add users, manage permissions, and configure NetHunt to match your workflow.
Summary
NetHunt CRM gives you the structure to manage your Contacts, Companies, Deals, and Projects, but it doesn’t stop there. You can create as many custom folders as you need to match your specific business processes, making NetHunt a flexible solution for any industry. Additionally, with tools like Tasks, Email Campaigns, Workflows, and Reports, you’ll have everything you need to stay organized and productive.
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