PERQ

Maria Rummel

Videos and how-to guides containing everything you need to know to get started with PERQ CRM as a Home Furnishings sales professional.

Step-by-step instructions for PERQ CRM users

Save time for your team by creating email templates for easy follow-up

Use this easy reference guide to understand Deal Stages in PERQ CRM

Filter and sort in Work Follow-Ups and Tasks to easily find the deals and tasks you're looking for in PERQ CRM.

Learn how to add attachments to your emails and email templates in PERQ CRM.

Sort your contacts by last contact at date to see who still needs to to followed-up with.

This article explains how to use message usage report to track success.

How to insert images and videos into emails using PERQ CRM’s mobile app

How to assign leads to your team in PERQ CRM

Everything you need to know for receiving your first assigned lead in PERQ CRM

Use the PERQ tab to see a lead’s website and engagement activity

How to make your follow-up process easier using tasks in PERQ CRM

How to use texting to follow up with contacts in PERQ CRM

How to use email to follow up with leads in PERQ CRM

How to create email templates for your team in PERQ CRM

Appointments help you track and turn online leads into in-store visits

Learn how Deals help you manage your open opportunities using PERQ CRM

Keep your contact list clean with our auto-closing deals feature.

How to use the History and Attachments tab to see activity and add information to a contact record