A pipeline is a visual way of tracking potential sales leads as they progress through different stages in the purchasing process. Rizer CRM uses three types of pipelines to help you manage lead and customer sales flows. Each pipeline is made up of a series of actions. In this screen you can edit the list … Pipeline
With Rizer CRM you can automatically take payments either for your Subscriptions or for you One-off products. Right now, we support Stripe as a payment processor with more coming soon. If you need to connect a payment processor, the process is quite straightforward. Simply navigate to the settings screen and look for the “+ Credentials” … Payments settings
Rizer CRM allows you to set deal value and lifetime value intervals to estimate customer product usage duration, as well as configure stage probabilities, win dates, and subscription terms to forecast deal closure likelihood and new contract duration. The platform also enables you to define company targets by month and year for performance tracking on … Estimates
Use email templates to streamline your activity, build relationships with leads and customers and deliver a strong unified call to action. Learn how to create an email template, define the language, write a compelling subject and email content, and use system variables to automate personalization. Email templates are a great way of saving time when … Email templates
Lead capture forms save time for the sales team by removing the need to copy-paste leads. You can embed them on your website, adapt them to your website’s design and avoid unnecessary integrations with third party solutions. Learn how to create new forms, deactivate unused ones and embed a form onto your website. In Rizer … Webforms
On this page you’ll see your organization’s main information and your account details. Account creation will automatically fill in most of this information for you, and you’ll be able to edit and update it as necessary. You’ll also be able to set your preferred currencies, the default currency, your time format, and the language for … Your Organization
With the simple interface, you can connect and disconnect email addresses, test current connectivity, and edit blacklisted email addresses. As a manager you can also review all users inside the company and what email addresses they have connected. To connect an email address into Rizer go to Settings -> Message center -> Email accounts -> Connected, and click the “Add email account” … Connect your email address
The “Your profile” page is the page where users can review various details like their role, account information, and see if and who they manage inside the company, as well as having the ability to reset their password if needed. Here’s what each section on this profile page in the CRM signifies: 1. First & Last … Your profile
This article will provide you with a concise, step-by-step approach to inputting your first lead into Rizer CRM. In doing so, we aim to make the process quick and efficient, ensuring that every step of the Add lead form is well-explained. By following this guide, you’ll gain a better understanding of what the system can … Add your first lead
