WebCRMFree Guide

We have much more in development and we will be growing the tool over the next few months, such as...

  • Add your own statuses to the view status dropdown
  • Contact lists
  • Team member contact sheet
  • Team member view
  • Daily and weekly email reminder notifications with 'To Do' list
  • Open/Closed options for historical notes
  • Assign tasks
  • Supervisor options
  • HRMS Lite (Human Resource Management System)

The Dashboard

  • To add a new note to an existing account, just click the edit button, change the note, then click update
    • To see the history, click the company name
webCRMFree Dashboard

View History

WebCRMFree History