7 Steps to Adopt Your New CRM

Congrats! Starting out with a CRM is a huge deal. It'll keep your business organized, efficient, professional, and scalable.

But, uh... where to start? Catalog setup? Proposals? Task Management? What about material orders, invoicing, automations? There's loads to learn.

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Well NO WORRIES. This guided tour's gotcha covered. Taking these seven steps will teach you Roofr's major features, back to front.

And no BS: our data actually shows that users who take these steps get more value from their CRM and grow their businesses more effectively.

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So if you like following a recipe, or you just want quick guidance in between calls with our implementation team, here you have it.

The sky's the limit. Let's do this.