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Unlock Efficiency with Chromebook-Native CRM Software
Discover how our Chromebook-native CRM software can transform your business operations. Designed for your convenience, this feature integrates seamlessly with your Chromebook, offering a smooth, efficient workflow. Say goodbye to disruptions and hello to streamlined productivity.
Key Features
Real-time data access and updates
Intuitive user interface for easy navigation
Automated reporting for swift performance insights
Mobile compatibility for on-the-go management
Customizable dashboards for focused monitoring
Potential Use Cases and Benefits
Track customer interactions to enhance relationships
Manage sales leads to boost conversion rates
Organize team collaboration for improved project management
Analyze market trends to inform strategic decisions
Streamline customer support to elevate satisfaction
This CRM software addresses your challenges by providing an all-in-one solution for customer management. You can easily gather insights, track progress, and maintain relationships, all from your Chromebook. By centralizing your customer data, this tool helps you make informed decisions quickly and effectively, ultimately driving your success.
How does pdfFiller’s CRM simplify contact and document management?
Keep customer details in one place
Create a data card for each of your contacts to save their email address, phone/fax number, company info, etc.
Add notes to keep important details about your customers.
Quickly locate sent documents
Easily browse your contacts and review the documents you’ve exchanged with them. Retrieve the files you need
in seconds without navigating through numerous folders and subfolders.
Simplify communication with clients
Instantly find the contacts you need using the search tool and share documents without leaving the CRM.
Eliminate manual work
No need to waste time cataloging your documents by hand. All your document transactions are automatically
linked to the corresponding contacts, so you can track them with ease.
Organize contacts into groups
Put your customer database into order. Group contacts by company, country, department, and others.
Import contacts instantly
Transfer your contacts from pdfFiller’s address book, your Gmail account, or a CSV file. New contacts are
automatically added to the CRM as you start interacting with new people through pdfFiller.
64 million users choose pdfFiller for its ease of use, powerful features, and fair price
How does pdfFiller’s CRM make
your workday easier?
With CRM
Keep customer data in one place
Locate sent documents in seconds
Handle contacts within your PDF solution
Without CRM
Create a new folder for each customer
Manually sort documents into folders
Browse countless folders to find a single document
Store customer data in a spreadsheet or third-party database
Maximize
the efficiency of your team’s daily document routines
Contact sales
Anna Stone
anna.stone@email.com
Sent via Email
Completed
08/16/22 01:44 PM
Ben Castor
ben.castor@email.com
Sent via Email
Sent
08/18/22 01:44 PM
Samantha Lowe
samantha.lowe@email.com
Sent via Email
Sent
08/20/22 01:44 PM
Manage all your business contacts centrally with pdfFiller’s CRM
Add new contacts
Create new contact cards to store your customers’ personal details.
Save contact details
Keep customer information for future reference.
View sent documents
See the entire history of document transactions associated with a specific contact.
Send documents from inside the CRM
No need to switch tabs or go to My Docs to send a PDF to your contacts.
Group your contacts
Make navigating through your database a breeze.
How to use Chromebook-native CRM Software by pdfFiller
Managing contacts and paperwork doesn't have to be a tiresome and unproductive process. With pdfFiller's Chromebook-native CRM Software, you no longer have to spend time and effort manually cataloging documents by customers and searching for appropriate files. You can conveniently store personal customer records, group them, leave notes, and keep track of documents.
Follow the steps below to utilize Chromebook-native CRM Software:
01
Sign in to your account or make a new one.
02
Switch to the CRM in the menu at the top of the web page next to the Documents section.
03
Import your contacts from Google or create a new contact manually.
04
See your Contacts on the left-hand side, create new contact cards, and categorize them into different groups.
05
Click Add contact.
06
Type the customer’s personal information (name, email, phone number, etc.).
07
Complete adding a card with the Save option.
08
Attach documents to the card and leave comments.
09
Group clients by attributes in their cards, for instance, by organization.
Use pdfFiller’s CRM to manage your contacts and documents efficiently and quickly.
Looking for an end-to-end PDF solution with a built‑in CRM? Here’s why businesses choose pdfFiller
0+
hours saved per employee per month
Free your staff from paper nightmares. Eliminate the need to prepare, store, and search for paper documents.
$0+
saved per document
Cut unnecessary costs. Forget about printing, scanning, and overnighting paper documents.
0x
faster contract turnaround times
Close deals faster, anytime and anywhere. Reduce document signature cycles from days to minutes.
0%
fewer errors
Reduce errors in documents with reusable templates, automated data input, and completion guidance.
Ready to try pdfFiller’s CRM?Start managing your contacts now
While Google doesn't offer its own customer relationship management (CRM) software, many professionals need a CRM that integrates flawlessly with Google's software because they rely on Google apps for many of their business processes.
Does Gmail offer a CRM?
Gmail CRM (or Google CRM) integrates directly into your inbox and brings powerful CRM functionality to your favourite email platform. Small businesses choose Gmail CRM because it helps them focus their attention on caring for, and nurturing, their clients and leads.
