FCW CRM & Order Requests

CRM & Order Requests

HubSpot

  1. Key Features: Lead Tracking, Customer Communication, Calendar Feature

  2. Pipelines: Sales (Operations) Pipeline, Funnel Pipeline

  3. Dashboard

  4. Training Video

Zoho Form

  1. Place in your email signature

  2. Will convert to Cognito Forms Q1 ‘23

Workflow

Most deals will process via this standard workflow.