Web Based CRM and Contact Management Solution
If you don't stay in front of you customers, then somebody else will!
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Home > Facts > Tutorials Overview
CRM Video Tutorials

Overview
A quick overall tour to get you
acquainted with our tool.

Watch Video
Approximately 4:36 seconds
Overview

 
Add/Import/Export Contacts
Getting your contacts into the tool.

Watch Video
Approximately 2:56 seconds
Add, Import, & Export Contacts

 
Online Invoicing
Create invoices, one step invoices
email PDFs, process payments & more!

Watch Video
Approximately 4:40 seconds
Online Invoicing

 
Invoice General Configuration
Set tax rates, currency type, eMail PayPal
setting, and other email settings.

Watch Video
Approximately 1:37 seconds
Invoice General Configuration

 
Invoice Payment Processors
Pay Pal or Authorize.net settings.
Note: You can use basic Pay Pal without
having to use these settings.

Watch Video
Approximately 1:39 seconds
Invoice Payment Processors

 
Invoice Card & Payment Types
Customizing how your customers can pay
online (e.g. Visa, MasterCard, etc) and how
you can accept payment within your tool.

Watch Video
Approximately 1:30 seconds
Invoice Card and Payment Types

 
Invoice Email Templates
Customize your "Welcome", "Invoice",
and "Password Recovery", emails for
your customers.

Watch Video
Approximately 1:43 seconds
Invoice eMail Templates

 
Invoice Reminders
Customize & automate all of your accounts payables
with this tool.

Watch Video
Approximately 1:07 seconds
Invoice Reminders

 
Contact Management
Centralize, track, sort, and manage
your contacts and perform various tasks
with them.

Watch Video
Approximately 5:00 minutes
Online Contact Management

 
eMail Blast & eMail Drip Campaigns
Blast out newsletters or construct
eMail drip campaigns to effortlessly stay
in front of your contacts. Unlimited!

Watch Video
Approximately 4:41 seconds
eMail Blast & eMail Drip Campaigns
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