CRM for Architects: How one firm scaled without sacrificing quality
Learn how a small architecture firm used a CRM to improve client onboarding and keep delivering high-quality work while scaling their business.
Overview:
Do you get tired of manually adding emails to your CRM and reminding your team to share theirs? We sure do, but Streak solves this problem with automatic email sharing.
The first step to enabling this feature is adding contacts and organizations to our boxes. Once they’re added, you can build a complete timeline of their interactions with your entire team — automatically.
In this new Streak University lesson, you’ll:
- See how automatic email sharing works
- Learn how to keep certain emails private
- Explore each way to add contacts and organizations to your boxes
Need a refresher on how Streak helps you manage contacts and organizations? There’s a video for that!
We’re adding new lessons frequently — let us know what you’d like to learn about next!
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