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Customization

Customize your CRM in order to use it in the most convenient way
Create your own Custom Fields
Handle various scenarios with the help of Nectar Desk CRM

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Customize your CRM to make it handle your own use case

The interface of Nectar Desk CRM is built in a very user-friendly way. Just open the CRM and access your clients’ full names, phone numbers, email addresses, and the date of adding to the list.
Since all the customer-related data is stored in CRM, it helps agents to analyze the needs of customers and even anticipate their problems – all at the right time. And it’s not a secret that each sphere of business has its own characteristics and requires the individual approach.

We at Nectar Desk cares about our customers and provide them with the opportunity to customize the CRM and add additional custom fields, where they can fill in the required details.
For example, if you own the Veterinarian clinic, you may add such field as the referring practice, pet name, age, symptoms, etc.
We cover different use cases and will be glad to handle yours as well.

Watch the video to learn how to upload the new list to your CRM and to create Custom Fields: