This walk-through video demonstrates the main features of Stantia CRM includes how to edit boats, contacts, and set up interest matching between your boat inventory and contacts.
Stantia CRM full demo video
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Logging in
How to log in and resetting your password if you've forgotten it.
User permissions on contacts
This feature enables Account Owner and Administrator users to control which contacts your users have access to.
Merging duplicate contacts
Detect possible duplicate when adding a new contact and merge them.
Security in Stantia
As a CRM, Stantia holds sensitive personal data about your customers and users. Protecting that information is a top priority, and the system has been designed with security at its core.