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Welcome to CRM-Express
 
 

CRM-Express Live

CRM-Express Network/Desktop

  Top 10 reasons why you should be using CRM-Express Live...our internet version. Top 13 reasons why you should be using CRM-Express for Network and single users (our Desktop version).
  
Now works with Dropbox and Microsoft SkyDrive


 

Minimum Requirements

Minimum Requirements

 
  • A Windows 2000, 2003, 2008 or 2012 Server with Administrators rights, and a fixed IP address, connected to the internet.
     
  • A Windows computer with Windows XP or Vista or 7 or 8
    or 2000, 2003, 2008 or 2012 Server


 

Online Manuals

Administrators Manual
Profile Administrators Manual
User Manual

Online Manuals

Manual

  Choose CRM-Express Live when... Choose CRM-Express Network/Desktop when...
 
  • You need to access your data from the internet
  • Your data needs to be available 24 hours per day
  • You need to access your data with your computer,
    smart phone or pad
  • All office staff should have access no matter where
    they are in the world
  • You need a CRM program that can be accessed from any browser.
  • Your staff travels a lot and they need the data when they are on the road.
  • You want complete control over your data
  • You want to access your data in your office
  • You need access to your data on a local area network
  • You do not need to access your data from the internet
  • All office staff should have access to data while in the office.
  • You need a CRM program that runs on all Windows versions including Windows 8
  • You want your data at work to share, on your laptop on the road and at home all by using a flash/removable drive.
  • Most of your business is at the office like a doctor's practice.


Tips and Tutorials - CRM-Express

Problem installing? Windows 7, Vista, XP etc?
How do I How do I setup CRM-Express on a network?
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view

What is CRM and what is CRM-Express?

CRM-Express is a Customer Relationship Management Program. CRM programs are there to help your business to...
  • Capture new leads from different sources e.g. your website into your database
  • Automatically inform the sales staff to follow up by using e.g. email
  • Convert leads into customers by following up
  • Use marketing campaigns to keep customers interested
  • Share sales information between team members
  • Link all information related to a lead, contact or customer so that information can be instantly recalled
  • Communicate with clients by using e.g. email, skype, social networking and other channels
  • Handle sales funnels and more
  • and above all...keep customers happy!

 

 

 

Latest News

Click to view new Sales features in the Enterprise Edition

CRM-Express Enterprise for desktops and networks has been  released

Manage your sales teams
read more
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CRM-Express Professional,  CRM-Express Standard , CRM-Express eSales
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CRM-Express Live
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CRM-Express Professional, CRM-Express e-Sales,
CRM-Express Standard
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CRM-Express Live
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Which edition of CRM-Express should you choose? Compare CRM-Express editions here.
CRM-Express Live Features

Product Pages
CRM-Express  
CRM-Express Live

System Requirements
What are the System Requirements for CRM-Express

Some possible CRM-Express Configurations - Using Synchronization over network or Direct Network connection

CRM-Express Professional


  Sample Screen shots


Home

Address book

Calendar

Email

Order Desk

Reports





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