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Getting Started
Get started with Cinode Business
Get started with Cinode Business

Manage deals, match the right people with interesting assignments, follow-up staff allocation

Camilla Ahgren avatar
Written by Camilla Ahgren
Updated over a week ago

We got your business CRM needs covered! in Cinode Business module you will be able to

  • Create your customer list

  • Work with events on your customers

  • Create a Project directly from the specific customer your working with

  • Add new roles and all the attributes to find the right employee's subcontractor candidate or partners

  • See availability and skill set for the specific role

  • be able to preliminary book or definite book your match for the role

  • Make an announcement for a role to attract the right candidate within or outside of your organization

  • get a great overview of your funnel and pipes

  • work in the Cinodes own heat map for the best view of your teams and colleges ongoing projects

And so much more!

Let's start with the basic and most vital part of any business and let us guide you to a new way of working- with Cinode!

Five steps for you to get started

  1. Firstly - Create a pipe

    For more information on how to do this click here:

  2. Add your customer

    Click here to see how to add your customer:

  3. Add your projects to the project list

    For more information on how to do this click here:

  4. Create roles for projects and assign you, consultants

    Don't forget the important information about your role and the scope, more on how to fill in your role card here:

  5. Add a role to the project and make sure to win this deal

    more about adding roles, matching, and using Cinode's fantastic marketplace to create public announcements here:


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