Import export Import/Export in CRMJetty enables users to seamlessly transfer data between the portal and their CRM system. It allows bulk data uploads, downloads, and updates in standard formats like
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Global Filter Global Filter in CRMJetty allows users to filter and view data across the entire portal based on specific criteria like date, status, or user roles. It provides a
CJ AI Notes & Comments CJ AI Notes & Comments is designed to streamline collaboration and knowledge sharing within the CRMJetty ecosystem. With this feature, users can add contextual notes
Activity Management Activity Management in CRMJetty helps users organize and track all customer interactions, tasks, and follow-ups in one place. It ensures timely communication, better collaboration, and improved productivity by
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