While you’re waiting for the confirmation email…

You’ll soon receive an email inviting you to use our CRM software.   To get started, simply click the link in the email and set your password.

We’re here to help

One of the good things about buying local is you can talk to us.  We know that choosing a CRM is a big step for you, and we’re happy to help you get started.

  • No obligation web meeting to run through the CRM. No nonsense and no hard selling.
  • We’ll help you get your data into the system to make your trial more realistic
  • We can answer any questions you may have about what our product does, how it works and how you can use it to help your business

If you need help , just call us (office hours in Sydney are 9 – 5)  or email us for out of hours inquiries.

Check out some of our video and help files

We have a small, but growing library of videos to view here.  They show you features of the product and how to use it.

If you are looking for a 20 minute run through of the CRM, this one is a good start

There is also a quick-start guide available here

Get Some Data In

The best way to try CRM is to get some of your own data in.   You can safely import data from your accounting system (Don’t worry, we won’t update it) so you can see how feature like online quotes work.

MYOB CRM

click here to learn how to import from MYOB Accountright.

XERO CRM

Click here to learn how to import your data from XERO.

Try out some of the features

You might like our web-based quote system which lets you quickly send quotes, and track customer responses.

See your clients on a map, and drag and drop appointment setting with driving directions.