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Getting Started with your CRM Account
Getting your CRM Account Set Up
Setting up and Managing your Default Settings
Can I customise my CRM account?
Do you offer Help Desk Support in UK?
Can my company logo be added to my CRM account?
Can I import my contacts data myself?
See all 10 articles
Why change to our CRM?
What does our CRM offer that I cannot get from Microsoft Outlook?
Why change from Microsoft Excel Spreadsheets to our CRM?
Designed specifically for small businesses taking into account affordability and easy to use
We do not want a complicated system!
Add, re-name, expire and search CRM users
How do I add a new user onto my CRM account?
How to search for a list of CRM users
Can I rename a user to another person? If so what happens to the previous users history and tasks?
How do I expire a user and what notice to give?
Manage your CRM users inside your account
Login Problems, new password
I have forgotten my password or account url so I cannot login to my CRM account
I cannot log into my CRM account why?
I have requested to reset my login password but I have not received an email with my password - why?
Can I change, reset or rename my current password?
The https: is in red text with a cross through it on my CRM URL address - why?
See all 6 articles