It’s pretty easy and intuitive to use. You’ll get access to a test database to play with so that you can see how it works without messing up your data. And Mike has recorded some helpful videos with tips for making the most of your new CRM.
Everything is stored on your system, so you don’t need to worry about someone else holding your data.
You choose which information you want to store – so it works for you and your brain. This is what’s available:
- Contact records: first & last name, email, phone number + 12 other customisable fields
- Notes: unlimited number of text notes associated with individual contact records for tracking conversations
- Tasks: with a due date, description, priority and the option to allocate to a user and contact. You can also see the latest tasks in order of urgency
- Deal pipeline: show deals against your criteria so you can keep an eye on where your prospects are at in your pipeline
NOTE: this CRM is not suitable for Mac users.
We offer a 7 day money-back guarantee. If you find that the CRM doesn’t work on your computer, let us know within 7 days of your purchase and we will refund your money.
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