Remember CRM documentation

In B2B sales, time matters – and so does accuracy. That’s why we’ve built quotes and orders  directly into Remember CRM. Instead of jumping between your CRM and your finance system, you can now create quotes and orders in one place – and automatically sync them with Fortnox . This means: ✔️ No more re-typing quotes into your accounting software ✔️ Fewer errors, faster workflows ✔️ A clear overview of all deals, from lead to invoice Whether you’re a small sales team or a growi

A to-do list is more than a list Remembering what to do is critical in sales. But when your to-do list lives in another app, a spreadsheet, or a sticky note – it’s easy to forget things or lose track. That’s why we built the to-do list into  Remember CRM. What’s the difference? When your to-dos live inside the CRM , you can: ✅ Link tasks to specific customers, deals, or projects ✅ See who’s doing what – and when ✅ Get reminders where you actually work ✅ Follow up without swit

e-signature is a must-have in a modern crm. Still printing, signing, and scanning? If your business still relies on manual signatures, you're not alone – but you're also not as efficient as you could be. In today’s fast-paced sales environment, waiting days for a signed contract can mean lost opportunities. That’s why we’ve built e-signature directly into Remember CRM. Why e-signature matters For companies selling subscriptions, licenses, or services – especially small IT and

Two systems that talk to each other make it easier for everyone. Why you should integrate Fortnox with your CRM You have Fortnox for the finances and a CRM for the customers. But why should you enter the same customer information twice? And why would you jump between systems to get a complete picture of a customer? Integration between Fortnox and CRM is not just a convenience - it is a necessity for efficient operations. Why integrate Fortnox with CRM? 1. Avoid duplication of

Your CRM system should help you sell more - not steal time from important customer meetings. Yet we see the same mistakes time and time again in Swedish small businesses. Mistakes that not only cost time, but actually cause you to lose customers. After working with hundreds of companies, we have identified the five most common CRM traps - and most importantly, how to avoid them. A CRM system that gives you less to do - not more Mistake # 1: You enter the same data multiple t

A sales pipeline sounds complicated, but it's essentially about answering a simple question: "Where in the sales process is each potential customer?" For European small and medium-sized businesses selling subscriptions or licenses, a well-structured pipeline is the difference between chaos and control. Step 1: Define your sales phases. Before you open your CRM, you need to understand how your sales actually work. For most B2B companies, it looks something like this: . Lead -