- Step1: Sign up for an account at LilyCRM.
- Step2: Customize your dashboard to fit your business needs.
- Step3: Import your customer data.
- Step4: Set up your projects and tasks.
- Step5: Use the employee management feature to organize your team.
- Step6: Track customer interactions and communications.
- Step7: Utilize analytics to monitor performance.
- Step8: Adjust and optimize workflows as needed.