The question you must be thinking is..."How is this going to work if we don't use a CRM?"
The amazing news is Jiminny is able to help you regardless of whether you have a CRM or not. There's only a few steps to follow and then you're ready to go! 🚀
1. We'll require the main admin to have access to a free CRM initially for us to integrate with regardless of whether you use it or not. Normally we recommend a free HubSpot account.
2. Once we've integrated with the free CRM, you'll be able to simply go to Teams and invite users onto the platform as Non CRM users.
3. When your team are joining, they will not be required to integrate with a CRM! 😃
The amazing news is Jiminny is able to help you regardless of whether you have a CRM or not. There's only a few steps to follow and then you're ready to go! 🚀
1. We'll require the main admin to have access to a free CRM initially for us to integrate with regardless of whether you use it or not. Normally we recommend a free HubSpot account.
2. Once we've integrated with the free CRM, you'll be able to simply go to Teams and invite users onto the platform as Non CRM users.
3. When your team are joining, they will not be required to integrate with a CRM! 😃