Articles tagged crm
End to End: The Customer Journey
The full chain a customer travels through Suprata — from the moment the phone rings to a paid, synced, reviewed job. The 10-foot view of how every feature snaps together.
The anatomy of an Account vs. a Contact
Suprata splits 'who you do business with' into two entities — Accounts and Contacts. Mixing them up causes real headaches at billing time. Here's the difference and when to use which.