All Western Editions CRM software, except the Standard CRM-Express can
be used with Dropbox (Ultimate, Professional, eSales)
That means you can be at work where you work on your
client data and when you get home, you can work on your
home computer and the data is automatically synced.
Note that we allow you as many copies as you want for
personal use that means you can install CRM-Express on 1
or more computers for personal use,
just ask us for extra licenses at no extra cost.
To setup CRM-Express with Dropbox you have to do the
1. Download and install Dropbox on the computers you
want to sync
2. Download and install the same version of CRM-Express e.g. 2013.5.2 on the both of
On the first computer...
1. Start CRM-Express create a
database on the Dropbox drive
2. IMPORTANT ..wait until Dropbox is up to date
before trying to access the data by checking the Dropbox
icon in the task are at the bottom of the screen.
This might take a while the first time because the whole
database (3.4MB) has to be uploaded
If you accidently try to open the database before all
files are copied you will get an error message.
In that case, Just wait till all files are copied before
trying to open it again.
3. Continue to open the the database.
This concludes the setup on the first computer.
On the second computer...
1. Start CRM-Express and this time use the option to
create a link to the database
2. Specify the shared directory
This concludes the setup on the second computer.
Note: Dropbox updates when you exit
CRM-Express. When working you must make sure that Dropbox
is up to date before switching off the computer if you
want to access your data when you get home.