new
Training institution
Business CRM: even easier to manage
We continue to improve corporate CRM to help you maintain a clean and usable database.
1 ️ ※ More flexible contacts
Two important new features:
- You can now add a contact even without an email
- A contact can be attached to several companies
Very useful for example for recruiters who work on several structures.
2 ️ liable to add a company by SIRET
Good news: you can now start a business:
- by name
- or directly by SIRET
Faster and above all more reliable to avoid mistakes.
3 ️ ※ Merge forms
We know that duplicates happen quickly. You can now merge contact or company files to keep a clean database.
Result:
- fewer duplicates
- more reliable data
- a CRM that is more pleasant to use
4 ️ esto Manage business groups
Another very practical new feature: you can now link companies together.
For example:
- a parent company
- several subsidiaries
Practical for better understanding groups and managing business relationships.
5 ️ ※ Add a task in one click
From the lists of companies or contacts, you can now:
- add a task
- define yourself as a reference coach
Without the need to open the complete form.
6 ️ 183 Other improvements on the corporate CRM side
A few additions that will also make your life easier:
- filter by referring coach
- filter companies/contacts without access to Grimp Recruiter
- select all contacts in one click