What is Customer Relationship Management (CRM)

Learn what CRM is and how Officaid helps you build stronger business relationships.

What Are Warm and Cold Contacts

Understand warm and cold contacts and how Officaid helps you track relationship health.

Understanding Interactions

Discover how Officaid helps you track activities, monitor engagement, and stay connected with your network.

Navigating the Interactions Dashboard

Learn how to use the Interactions dashboard in Officaid to monitor engagement and prioritize outreach.

Adding an Activity

Learn how to log calls, meetings, and other interactions in Officaid to track your engagement.

Managing Activities

Edit, complete, and delete activities in Officaid to keep your interaction history accurate.

Sending an Email from Officaid

Send emails directly from Officaid and automatically log them as activities.

Sending a WhatsApp Message

Send WhatsApp messages directly from Officaid and log them as activities automatically.

Using Message Templates

Save time with pre-written WhatsApp message templates in Officaid.

Tracking vs Not Tracking Contacts

Choose which contacts to monitor for engagement in Officaid and keep your relationship metrics meaningful.