SeoToaster CMS Guide
SeoToaster CRM Ultimate
- CRM Dashboard
- CRM Reports
- Configuration review
- Lead Creation
- Lead list view
  - Lead Export How to export leads to a spreadsheet in 3 clicks. Mass-action Lead Export
- Detailed Lead view
- Creating Opportunity
  - Opportunity Pipeline Visualize your deals in your sales cycle with cards. Drag and drop deals across to another column to reflect progress within your sales process. See your progress in opportunities pipeline.
- Sales Proposal/Quotes
  - Digital Signature Digital Signature For Sales Proposals and Quotes. Seal the deal with your customer, get an automatic pdf document generated once your quote is signed
  - Quote pdf Find an automatically generated attached to your lead after they sign in.
  - Partial Payment Get down-payment for your quote, you can always track offline deposits by marking your partial payment paid.
  - Offline Payments Once you have received your partial payment in cash or via a bank transfer system which is not attached to the website, you can still mark this payment as completed on your quote
- Creating organizations
- Detailed Organization view
- Organization list view
- Workflows
- Net Promoter Score
- Building Email & SMS Sequences
- Tools
  - Lead scoring
  - Form builder
- Remarketing/Audience Ad Automation with Facebook and Google Ads
CRM Video Tutorials
CRM Mobile Application
- Block Spammers from your Mobile and Desctop CRM and MOS Blacklist spammers from your mobile device through the SeoSamba Lead & CRM app. Block Spammers by pressing "Block contact" in you CRM mobile application.

External events workflows

External events workflows allow you to track events from third party services connected to your websites and apply actions to you leads after certain actions that happen in those services. SeoToaster CRM can be integrated with any software with the help of Zapier

zapier

Make sure you have PG API plugin on your website, you will need these keys in order to connect your website to Zapier:

zapier keys

Once you have set up a Zap, open Lead External Events and Add the Event number you used in Zapier as the Event name:

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External events workflows