Thank You! Your CRM Trial Sign up is Confirmed.
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. If you don’t get the email, please double check your spam folder.
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.
- 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
Your confirmation email will have a link to watch a tailored demo of the CRM, if you haven’t already taken a look, you can watch a demo at your own pace and just the bits you need for your business.
You can also watch training videos or register for free online training
To get going with your trial, we have trial setup instructions available here: Get started with your Free Trial. Depending on your preferences, you may utilise either demo data or your own real data.
Our Getting Started Guide covers most of the fundamentals, however, if you get lost, please contact me or our Onboarding & Support team at [email protected]
Import Your Data
The best way to try CRM is to use it with some of your own data. You can import some of your own data via .csv uploads, syncing your Outlook or via your accounting systems.
You can import data into your CRM using our CSV importer – click here to find out how.
Import Data from your Accounting Software
You can safely import data from your accounting system (Don’t worry, we won’t update your account data with our default settings) so you can see how features like online quotes work. If you finish your trial the data gets deleted within 30 days.
Click here to learn how to import from MYOB AccountRight.
Click here to learn how to import your data from Xero.
Import Email History and Calendar from Outlook.
Learn how easy it is to get your Outlook connect to the CRM – click here
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.