Manage all your customer interactions with simple client relationship management software designed and built in Australia.
It’s as easy as...
Maintenance Functions
How to export all customer records 0:36
How to merge customer records 1:00
How to bulk import customer records 1:24
How to setup Client details 1:00
How to setup staff accounts 1:00
How to login 0:42
Creating, Finding Customer Records
How to Find a Customer record, change address and add a note 0:47
How to find a Customer record in more detail 1:08
How to Add a new Customer in Detail 1:43
Pipeline
How to setup the Pipeline 1:00
How to enter Opportunities into your Pipeline 1:00
Appointments
How to View and Report on Appointments 2:14
Market Segments
How to setup Market Segments 1:00
How to report on Market Segments 1:00
Surveys
How to test a survey set of questions 0:28
How to extract survey data 0:57
How to setup a Survey questions 0:49
How to setup a Survey 0:45
How to View and Report on Appointments 2:14
NEWS
Two mobile device trends have been garnering significant business attention, and could benefit CRM software operators
Read articleGartner has outlined the four key attributes of customer engagement, which are necessary for businesses to retain customers.
Read articleGartner: CRM budgets to remain strong through uncertain economic conditions.
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