Get started with your Free Trial
If you haven’t already registered for your trial, you can do so now by completing the registration form. It will then take just a few minutes for us to create your database and send you an activation email.
Before you start:
- If you need more time, you can email us at [email protected] and we can extend the trial period for you.
- All your data will be stored securely in Australia.
- When your trial period ends, your data will automatically be deleted after 30 days.
- Your trial gives you access to the full capabilities of the CRM CRM – nothing is off limits!
- If you need any help, your trial period comes will full support, so please get in touch with us if you have any questions.
- You can contact us at any point to convert your trial into a full subscription.
The following guides are designed to make it as easy as possible for you to start using your new CRM in a meaningful way.
Topics covered: how to activate your trial and log into your new the CRM CRM.
Time to complete this step: less than 5 minutes.
Topics covered: how to import your existing data from MYOB AccountRight or Xero. Note that your accounting system data won’t be updated or overwritten during this step – you can choose if and when this happens in Step 3 – System Setup. If you don’t use one of these accounting systems, you can still add your data from other sources with the instructions in Step 5 – Integrate other services & data.
Time to complete this step: less than 10 minutes.
Topics covered: how to set up your organisation’s details, basic system settings, invite other users to the trial, sync data with your accounting system (if desired), create security permissions, create Teams of users and set up Online Quoting capabilities.
Time to complete this step: up to 30 minutes – the total time taken will depend on the complexity and needs of your organisation.
Topics covered: this section will guide you through a range of basic functions and actions such as creating, editing and filtering records, using lists and views and working with Dashboards. We’ll also show you how to take an Online Quote through to an Invoice. Once you have completed this step, you can choose to finish your setup or proceed to more advanced options in Step 5 – Integrate other services & data.
Time to complete this step: up to 30 minutes – the total time taken will depend on the complexity and needs of your organisation.
Topics covered: how to integrate a range of other services with your CRM such as Burst SMS, Campaign Monitor, eWay, ezidebit, MachShip, Mailchimp, Microsoft Outlook and WooCommerce. We’ll also show you how to import data from a range of other sources with a .CSV upload and set up your CRM to send emails with SMTP.
Time to complete this step: up to 45 minutes – the total time taken will depend on the complexity and needs of your organisation.
