CRM SOFTWARE PROUDLY Designed & built in Australia

Manage all your customer interactions with simple client relationship management software designed and built in Australia.
It’s as easy as...

Videos Extra

  • 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

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