Frequently asked questions - CRM-Express Live

Q. I want a 'cloud' solution which is hosted on a server I control

I am interested in a CRM that allows me to also have a document store with files linked to contacts, plus files not linked to contacts (e.g. a consulting/sales resources area), hosted on our server in a datacenter, and accessible via browser with a security model (i.e. some users cannot see/or download files in directories not assigned to them). There would initially be 4 users in geographically diverse areas, growing to 10 over the next year. I basically want a 'cloud' solution which is hosted on a server I control.

Can your product do this?

A. CRM-Express Live is a cloud-based solution that can be installed on a server under your control. Access is via a browser on your computer, notebook, pad or mobile phone. Files can be linked to contacts by uploading the files to the specific contacts. By default users control the contacts they create and are able to upload files to the contacts under the control. We are in the process of adding a public library. Access can be granted by an Administrator to a user to create, modify or delete contacts etc.




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