Sangm CRM Implementation SOP

Subject: SOP Request: Standard Sangam CRM Implementation Steps

Hello Team,

Can we create a document outlining standard steps for implementing Sangam CRM?

This SOP will act as a guideline for both free and paid CRM users, helping streamline onboarding for new registrations. Additionally, it can serve as a reference during initial meetings with customers, supporting our recommendations for a smooth setup.

Having this in place will ensure consistency and provide customers with a clear path to follow.

Thank you!