CRM Software Tutorials

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CRM Software Overview - A quick overview of Amphis Customer CRM Software

This video is a quick overview of our Amphis Customer CRM Software. (1 min 22 seconds)

Amphis Customer CRM Software supports any single currency eg dollars, pounds sterling, euros etc and also supports both US and UK date formats.

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Download, Install and Configure Amphis Customer CRM Software in 3 minutes including Importing Customers from a Spreadsheet

This video shows Downloading, Installing and Configuring Amphis Customer CRM Software in 3 minutes including Creating a Customer Record manually and Importing Customers from a Spreadsheet.

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Contacts Database Software

This video shows organizing Contacts by Status and by Group, searching for a Contact, searching for Sales Leads in a particular Group, viewing the Contact History, Mail Merge, EMail Marketing, Sending Bulk SMS Messages and creating Callback Reminders.

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In Depth Overview

This video shows the Appointments View, Searching for a Customer Record, viewing the Customer History, acting on a Callback Reminder, creating an Appointment, Creating a Job and Job Sheet and creating an Invoice from a Quote.

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Import Contacts from Spreadsheet

This video shows importing Contacts from a Spreadsheet so you don't have to enter them manually

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Import Contacts from Spreadsheet - How to easily fix issues you may come across

This video shows importing Contacts from a Spreadsheet and 2 issues you may come across with field sizes and special characters and how to easily fix the issues

Import Contacts from Spreadsheet and Fix Data Issues with Special Characters such as Vertical Bar Separator Characters and Field Sizes

CRM Software - Networked Database - Sharing Customer Details and Documents

This video shows how to set up Amphis Customer CRM Software in a multi-user shared database and documents scenario. (3 mins 8 seconds)

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60 Seconds Videos

The following 60 second CRM Software Training Videos show some of the features of Amphis Customer CRM Software.

Amphis Customer CRM Software supports any single currency eg dollars, pounds sterling, euros etc and also supports both US and UK date formats. Different currencies and date formats are used in some of the videos.

Click the Play button to watch a video and please note it may take a few seconds for the video to load.


Create a Customer Record

This 60 second CRM Software video shows how to create a customer record.

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Edit a Customer Record

This 60 second CRM Software video shows how to find and edit a customer record.

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Search for Customer Records - Part 1

This 60 second CRM Software video shows part 1 of how to search for customer records.

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Search for Customer Records - Part 2

This 60 second CRM Software video shows part 2 of how to search for customer records.

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Create Appointment

This CRM Software video shows how to create an Appointment.

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Callback Reminders

This CRM Software video shows how to create a Callback Reminder and assign it to someone.

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Appointment Reminders

This CRM Software video shows how to create an Appointment Reminder Letter, Email or SMS Message.

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Create a Simple Free-Form Quote

This 60 second CRM Software video shows how to create a simple free-form quote. This video features dollars and US date format but the software supports any currency and date format. Since making this video we have added support for multiple Quote and Invoice templates and three sets of templates are provided. So now you can choose which template to use when creating a Quote or Invoice. You can also edit the templates in Microsoft Word or create your own templates.

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Create an Itemized Quote

This 60 second CRM Software video shows how to create an itemized quote. This video features UK Pounds Sterling, UK date format and UK address format but the software supports any currency, date format and address format. Since making this video we have added support for multiple Quote and Invoice templates and three sets of templates are provided. So now you can choose which template to use when creating a Quote or Invoice. You can also edit the templates in Microsoft Word or create your own templates.

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Edit Invoice Template

This 60 second CRM Software video shows how to Edit an Invoice Template. This video features UK Pounds Sterling, UK date format and UK address format but the software supports any currency, date format and address format.

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Create an Invoice from a Quote

This 60 second CRM Software video shows how to create an Invoice from a Quote. This video features UK Pounds Sterling, UK date format and UK address format but the software supports any currency, date format and address format.

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Email a Quote or Invoice (or any other document) as a PDF File

This 60 second CRM Software video shows how to email a quote, invoice or other document as a Word document or as a PDF file.

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Attach Files to a Customer Record

This 60 second CRM Software video shows how to attach files including scanned documents to a customer record.

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Credit Notes

This 60 second CRM Software video shows how to create Credit Notes.

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Jobs and Job Sheets

This 90 second CRM Software video shows how to create Jobs and create Job Sheets.

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Invoices and Invoice Tracking

This 60 second CRM Software video shows how to track that invoices are paid.

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Mail Merge

This 60 second CRM Software video shows how to perform a Mail Merge.

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Payment Reminders

This 60 second CRM Software video shows how to create a payment reminder for an overdue invoice.

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Custom Fields

This 90 second CRM Software video shows how to customize the CRM Software to store custom fields, dropdown menus and date pickers.

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Send SMS Message

This CRM Software video shows how to configure SMS and Send SMS Text Messages.

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Purchase Orders

This CRM Software video shows how to create a Purchase Order.

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Access Control

This CRM Software video shows how to restrict access to functionality or remove functionality you don't need.

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Custom Reports

This 60 second CRM Software video shows how to create Custom Reports.

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Custom History Types

This 60 second CRM Software video shows how to customize the CRM Software to store custom history types.

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Custom Documents

This 60 second CRM Software video shows how to customize the CRM Software to create custom documents eg a Certificate.

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Import Customers From a Spreadsheet

This 60 second CRM Software video shows how to Import customers / contacts from a spreadsheet.

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Import Customers From a Spreadsheet Into a Specific Group

This CRM Software video shows how to Import Customers into a Specific Group

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Import Outlook Emails into CRM and Reply using Email Templates

This CRM Software video shows how to Import Emails from Outlook into the CRM Software and reply to Emails using standard templates.

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Create Email Templates for Standard Emails and Email Replies

This CRM Software video shows how to create Email templates for sending Standard Emails and Standard Email Replies.

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CRM Software Overview - An Introduction to Amphis Customer CRM Software

This video is an overview of our Amphis Customer CRM Software. (2 mins 47 seconds)

Amphis Customer CRM Software supports any single currency eg dollars, pounds sterling, euros etc and also supports both US and UK date formats.

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Upgrade to SQL Server 2012 for Superior Performance and Scalability

This 3 mins video shows how to upgrade (for free) the supplied Access database to a SQL Server Express 2012 (Free Edition) database for Superior Performance and Scalability. This is recommended for more than about 10 or 12 users and allows you to expand the number of users beyond what a Microsoft Access database can handle.

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Web and Mobile access to your CRM Data

For information on Web and Mobile access to your CRM Data including using iPhone, iPad, Android, Mac, Windows Phone and other phones and tablets, see Web and Mobile access to CRM Data.

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More Information

We have a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?


Download CRM Software Free 60 Day Trial
Download CRM Software Free 60 Day Trial

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