Helpful tips, tricks, & tutorials for the Cru CRM

Accounts

2 articles

Advanced CRM Features

Personalize Your Relationship Series

1 article

CRM Power BI Reporting

2 articles

Caseload List Screen

3 articles

How To's

Brief videos showing how to do basic essential functions in the CRM

11 articles

Searching in the CRM

Helpful tips and tricks on how to move around in the CRM effectively.

2 articles

Activities

How to record, search, and interpret recorded relationship interactions.

4 articles

CRMUtilities

3 articles