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CRM Demo

Connecting relationships: 3 CRM Features

webinar on business relationships

In this free 10-minute CRM demo, we cover three must-have CRM features for building and nurturing business relationships.

A good CRM system is not just for storing information, it should be used for strengthening customer relationships.

Watch the recording below to learn how to do this faster with a CRM system.

Here’s what we cover:

  • What are the relationships between contacts
  • How to link contacts to a Deal
  • How to link contacts to Organization
Our CRM Experts
  • julia albus
    Julia Albus
    Customer Success Expert @ OnePageCRM

    In this demo, Julia walks you through relationship features in OnePageCRM.

  • Larry Cabra
    Larry Cabra
    Customer Success Expert @ OnePageCRM

    Larry takes care of the Q&A session and discussion moderating.

crm relationships demo play

Watch the CRM demo

See how to visualize relationships between contacts, deals, and inside organizations.

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