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AI in Spotler Products
We added generative AI, conversational AI and predictive AI in our products.
Want to know how you have control over it and how you can benefit from AI?
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Customising your CRM
To get the most from your CRM, join us for an interactive webinar showing you how to customise your SpotlerCRM. The webinar will last approximately 30 minutes including a Q&A session.
We’ll demonstrate how to customise the CRM fields and tables to meet your business needs. The webinar will also cover the more advanced customisation options which are available in the Enterprise plan.
Agenda
- Custom Fields: Customise the CRM data titles to suit your business requirements.
- Dropdown Lists: Edit dropdown tables to use your organisation’s terminology and chosen order.
- Advanced Customisation: Change the CRM form layouts, menus and grids to how you want them.