Templates over any entity in AutoCRM

We have created a mechanism that creates templates over any entity in CRM

You can have a template e.g. over:

  • documents
  • projects
  • offers
  • over the organisation

Just over any entity that you create yourself. So you can make a template and use it to implement more and more projects, or you can pre-fill the menu and make a template and edit it, e.g. just numbers.

Contact us