CRM is used to store and retrieve Client information, Opportunities, Projects, and Bookings.
Contact details - You can use the mobile app if you’re out and about to get contact details (mobile number, email, or address)
"What’s Mr. Northwind’s phone number?"
Finding out info - View Power BI report to see who has been working for that client and when
"In the past year, who has worked for Mr. Northwind?"
Linking to the TimePro or Teams locations for a client
"Mr. Northwind emailed me an important doc and I want to save it… Do they have an MS Team?"
Entering or updating Opportunity or Project data (not Projects don't exist out of the box with CRM, but they’re easy customization to add)
"I have to enter a timesheet but there’s no project… where do I add one?"
User information
"What is JK’s default rate and Title?"
Booking yourself for a client or leave (if you don’t have access to Outlook)
"I have to take tomorrow off but left my laptop at work… how can I put in leave?"