Setup & Training

Correct setup is paramount - successful companies invest in getting their CRM right from the start.

Engaging our experts to work through the setup process with you will help eliminate the common pitfalls of CRM implementation and make sure you will see the benefits right from the start.

Setup packages can be tailored to suit your needs and include Account Configuration, Training, Priority Support, Data Conversion and more.


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Always up to date with FREE upgrades

Be Up to Date with FREE upgrades NEW features released every month.

Also, being cloud based means you can view your business in ‘real time’ anywhere, anytime on any device.

You’re welcome to set yourself up

If you’ve got the time and have CRM experience you’re welcome to set yourself up, we have help videos and are happy to answer your questions via chat & email.