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Introduction
» My-CRM
Using My-CRM
» Logging onto My-CRM
» Setting up My-CRM
» Setting up User Access
» Synchronise Outlook
» Navigating around My-CRM
» Create New Customer Record
» Create New Opportunity
» Create New Quotation/Invoice or Purchase Order Record
» Create Recurring Invoice
» Copy Existing Invoice
» Record Invoice Payment
» Item Maintenance
» Create Discount Item
» Create Project/Issue
» Enter Project Time & Billing
» Create Project Invoice
» Create Diary Event
» Using My-CRM on Network
» Email Settings
» Importing Data
» Attaching Document
» Contact Clipboard
» Invoice Clipboard
» Filters
» Sending Emails
» Mail Merge
» Modifying Reports & Invoices
 

My-CRM

My-CRM

Keep on top of your customers from opportunity to invoice with this user friendly CRM software for the small business user.

Features

  • Keep track of your customers
  • Link Diary events to customers,opportunities and projects
  • A Project module that can also be used as a help desk
  • Track potential sales by recording your opportunities
  • Quotations
  • Invoice and Credit Notes
  • Record payments and track debt with the age debtors screen
  • Email your Quotations and Invoices in PDF format at the click of a button
  • Built in Backup and Restore procedures
  • Send your data to Excel and synchronise your contacts with Outlook
  • Regularly checks the internet to ensure you are running the latest version

Paul Oxley

Designer & Programmer

Visionbase Software

127 Graham Road

Ranmoor

Sheffield

For support please visit our website support area at www.my-crm.co.uk/support.html

You can also view our FAQ section for quick answers to your questions
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