CRM Software Tutorials
Learn CRM Software in 60 Seconds
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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.
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)
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.
Edit a Customer Record
This 60 second CRM Software video shows how to find and edit a customer record.
Search for Customer Records - Part 1
This 60 second CRM Software video shows part 1 of how to search for customer records.
Search for Customer Records - Part 2
This 60 second CRM Software video shows part 2 of how to search for customer records.
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.
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.
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.
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.
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.
Attach Files to a Customer Record
This 60 second CRM Software video shows how to attach files including scanned documents to a customer record.
Credit Notes
This 60 second CRM Software video shows how to create Credit Notes.
Jobs and Job Sheets
This 60 second CRM Software video shows how to maintain Jobs and create Job Sheets.
Invoices and Invoice Tracking
This 60 second CRM Software video shows how to track that invoices are paid.
Mail Merge
This 60 second CRM Software video shows how to perform a Mail Merge.
Payment Reminders
This 60 second CRM Software video shows how to create a payment reminder for an overdue invoice.
Custom Fields
This 60 second CRM Software video shows how to customize the CRM Software to store custom fields.
Custom Reports
This 60 second CRM Software video shows how to create Custom Reports.
Custom History Types
This 60 second CRM Software video shows how to customize the CRM Software to store custom history types.
Custom Documents
This 60 second CRM Software video shows how to customize the CRM Software to create custom documents eg a Certificate.
Import Customers From a Spreadsheet
This 60 second CRM Software video shows how to Import customers / contacts from a spreadsheet.
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.
Upgrade to SQL Server for Superior Performance and Scalability
This 2 mins 30 seconds video shows how to upgrade (for free) the supplied Access database to a SQL Server Express (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.
