Create CRM Templates

Import Existing Templates

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Templates

Amphis Customer CRM Software generates Quotes and Invoices as well as Customer Letters, Reminders, Job Sheets etc as Word documents. There is a Word Document Template for each type of document.

The Templates are just Word .doc documents. You can easily Edit the supplied Word Templates to change the wording and layout of documents produced or you can create your own Templates.

To start, just select Tools->Maintain Templates to get to the list of templates.

Invoice Template

On the Maintain Templates form, you can select the Document Type you would like to edit or you can create a new Document Type. Some Document Types support multiple templates eg you can have multiple Customer Letter templates. Each template is a Word document. Excel Spreadsheets cannot be used as Templates.

Templates for Existing Document Types

To edit an existing Document Type, just select the type from the dropdown list and the existing templates for that type are displayed. You can select a template and click Edit Template to edit it. Or you can click Create New Template to create a new template as a copy of the first template in the list. Then you can select it and click Edit Template to edit it.

Edit CRM Templates

Templates for New Document Types

If you want to add a new Document Type, click Create New Document Type and enter a name for the new Document Type eg Sales Contract. Then select the new Document Type you have created from the dropdown list.

A single template called template.doc would have been created with some of the basic template tags already added.

To create your new template you need to select template.doc and click Edit Template. If you have existing text and formatting you want to use in the new template, copy and paste it from your existing document into template.doc

Start With an Existing Working Template

We strongly recommend that you start with the supplied template.doc file and gradually add your own wording and formatting rather than attempting to start with your own document.

Save and Close the Word document when you have made your changes. The new Document Type will be listed on the Customer History page under the Create Document button.

To create a new document from your template, create or edit a Customer Record, go to the Customer History tab, select the Document Type you created and click the Create Document button.

New CRM Template

Special Tags

There are special tags eg <!customerid!> which are replaced with the specific customer details when a document is created, and there are free text areas which you can customize as you please.

For a list of the special tags that can be used, see CRM Template Tags

For more information on editing templates, see Editing Templates

More Information

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