CRM customer support & step-by-step guides
To help you with our CRM, we have written step-by-step guides on all our CRM features to show you how to get set up and use the system. If you still need help, we offer FREE email support to all customers, plus telephone support with our paid plans.
If you’re a new subscriber, we suggest you start here – Introduction to CRM.
Our CRM Support Hub includes step-by-step guides on all our CRM features, with videos and screenshots, to show you how to get set-up and use the system. You’ll also find links throughout the CRM system to the Support Hub pages so you can easily access the information you need when you need it.
Of course, if you need some help – please do Contact Us!
As you might expect, when new customers first start using our CRM, we frequently get asked the same questions. Not that we mind! But you might find the answer to your question in our list of the most Frequently Asked Questions.
If your question isn’t listed you can use our FAQ search function.
Our email customer support service is available to all customers free of charge. Our CRM Customer Support Team is available during normal UK office hours and you can email your questions as required.
If you need help Importing your Customer Data to your new CRM system, you can email a spreadsheet or a CSV file to our Customer Support Team who will set it up for you.
To have a quick conversation with our Sales Team you can use the Live Chat button at the bottom of your screen. The team will be able to help with sales enquiries and general functionality of the CRM.
If the button is not showing that means none of the team are available to take your enquiry, so please email Customer Support instead.
Our regular live and interactive webinars give you an introduction to our CRM Sales and Marketing modules. Our presenter will demonstrate how the system works and look at the various functions you’ll need to get started, and you’ll have the opportunity to ask questions.
Nothing beats watching a video to get you up to speed on how things work! We’ve recorded a series of videos to help you with your CRM system, from basic introductions, through to step by step guides on how to use the different functions. More videos will be available shortly.
If you need to have a telephone conversation with us then please Contact Us on the appropriate number for your geographic location.
For technical enquiries it is usually best to email your question in the first instant so our team can investigate your problem. We will then schedule a call to contact you.