Investwell CRM
Leads, follow-ups and campaigns in Investwell CRM.
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Articles
- Whatsapp IntegrationHow to connect/ configure WhatsApp to Investwell CRM Connect/ Configure your WhatsApp Business number to Investwell CRM to send and receive WhatsApp messages…Updated yesterday
- How to use WhatsApp in Investwell CRMOnce your WhatsApp Business number is connected, you can chat with clients, send approved message templates and run bulk campaigns without leaving Investwell…Updated today
- CRM Notifications – Help GuideCRM notifications alert users, inside the CRM, when something changes on a lead, client, task or meeting that involves them. Every update is visible in one…Updated today
- CRM Training Videos for Modules - Tasks, Opportunities, Meetings, Leads, Dashboard, CalendarPlease find below the links for CRM training videos which are available on YouTube as well. These are in English as of now. Full YouTube playlist…Updated today
- TaskThe Tasks Module in Investwell CRM helps you manage all follow-ups, client interactions, and internal action items in one place. Each task can be assigned to a…Updated yesterday
- LeadsThe Leads Module in Investwell CRM helps you capture, track, and convert potential investors into clients. It centralizes all prospective opportunities — from…Updated yesterday
- ClientsThe Clients module in Investwell CRM helps you manage all your investors in one place — whether they are created from Mint sync, converted from a Lead, or…Updated yesterday
- DashboardInvestwell CRM enables you to manage all your investors, leads, and their associated tasks from a single, unified dashboard. Records can be created through…Updated yesterday
- OpportunitiesINTRODUCTION The Opportunities Module in Investwell CRM provides a centralized and structured way for brokers, sub-brokers, and Relationship Managers to…Updated yesterday
- MeetingsThe Meetings Module in Investwell CRM helps you schedule, track, and complete client and lead meetings from a single place. Each meeting can be assigned a…Updated yesterday
- CalendarThe Calendar Module in Investwell CRM provides a centralized view of all Meetings, Tasks, and Opportunities, enabling users to efficiently plan, schedule, and…Updated yesterday
- CRM on the Mobile App: User GuideThe CRM section of the mobile app helps you manage your leads, follow-ups, tasks and meetings from your phone. This guide explains the CRM summary on the Home…Updated yesterday
- CRM Meetings Agent | AI Summary & Suggested Actions in Meeting NotesThe AI Summary feature in Investwell CRM turns a call recording into a transcript, a short summary and a set of suggested actions (such as Tasks) in a few…Updated yesterday