Skip to main content

Rakata CRM for Business Operations (Mechanical and Engineering providers)

This is your go to place for all your training material needs for Rakata CRM for M&E service based companies.

General Settings

Set the CRM to ensure it works for you.

Customer & Job Management

There are many different ways to accomplish tasks with the CRM.  This quick guide illustrates a s...

Andriod App - Engineer use

This chapter outlines the how the engineer manages their day to day activities.


GPS Vehicle Tracking

GPS Vehicle Tracking and Integration

Automatically create tasks related to a Job type

RakataCRM has the ability to dynamically create tasks on jobs based on the Job Type.  For example...