BROSH's Video Guides

Popular Features / Options / Use cases

  • Project Management and Gantts charts Witness the power of seamless project visualization, task tracking, and efficient team collaboration. From project inception to successful completion, discover how our Gantt charts redefine project timelines. Elevate your productivity and achieve milestones with precision.
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  • Calendar Anything Calender anything by placing any CRM object in a calendar, including tasks, projects, renewals, opportunities, and more. Use the edit layout to choose the date-time fields, coloring, the start + end of day time!
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  • Marketing Automation Launch a drip email campaign using our latest automation, send messages based on previous interactions, purchases, and general interest at the right time and place.
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  • GET CONTACT DETAILS IN BULK BROSH CRM can get almost any business contact details for you! From inside your CRM or while browsing social media! e.g. LinkedIn.
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  • GET EMAIL ADDRESS BROSH CRM can get almost any business email for you! From inside your CRM or while browsing social media!.
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  • Import records with dedupe The following video will show you how to import records into BROSH CRM with related records + dedupe options (will allow you to avoid deuplicates).
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  • Mass Update The following video will show you how to bulk / mass update multiple fields and rows in one shot across multiple pages.
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  • Smart lists and reports The following video will show you how to use BORSH's smart lists and reports in order to create lists with charts, coloring, groupings, totals, mass actions and othe roptions.
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  • Mass inline edit Mass inline edit records & fields in one shot, spreadsheet like experience
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  • Mass Merge Multiple Records The following video will show you how to mass merge multiple rows into multiple uniques in BROSh CRM. Select the the master row + the surviving field value on the list/report and hit the mass merge button.
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  • Editing and creating new fields This video will show you how to edit existing fields for one/all view(s) and how to create new fields. The same screens will also allow you to delete a field (recreating a field will auto restore the fields + it's old values)
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  • Export from lists and reports This video will show you how to export data from lists and reports
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  • Manage Dashboards and Charts This video will show you how to manage dashboards and charts in BROSH CRM
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  • Mass Delete Records This video will show you how to Bulk / Mass Delete multiple records in BROSH CRM
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