Contact Management, Invoicing, Jobs & CRM Software

Amphis Customer v3.0 offers Contact Management, Appointments, Quotes, Estimates, Invoicing, Job Management, Mail Merge, SMS Messaging, Email, Tasks, Reports and more. It runs on Windows XP, Vista, Windows 7 and Windows 8. It can be used by a single user or by multiple users sharing data and documents on a network. We offer Free Email Support and Free Upgrades to Amphis Customer. We have some short Videos, an Information Pack and some Customer Testimonials but we suggest you Download the Free Trial and try it for yourself. Just Download and Save the msi file and Run it to install the software. See How to Install the Software

• CRM Software Quick Guide and Screenshots.  Information Pack PDF File
•  60 second CRM Video Tutorials - Learn CRM in 60 seconds
• Single user or networked multi-user. Supports SQL Server and SQL Server Express
• Web and Mobile access and Remote access. New features we are working on

CRM Software Benefits

• Customer data and documents all in one place
• Import your existing Customer Records
• Multiple users can all access the latest customer data and documents
• Appointments View and Today View to keep you organized
• Reminders including Callbacks so you know who to call and when.
• Assign people to Appointments, Jobs, Reminders and Tasks.
• Outlook integration for easy handling of Email, Tasks and Appointments
• Quotes and invoices created at the click of a button
• Save time - create quotes and invoices in seconds
• Invoices tracked and payment reminders sent at the click of a button
• Jobs and Job Sheet Management, Expenses and Resource Allocation
• Letters, Quotes, Invoices etc created from customizable Word templates

CRM Software Features

• Easy to store Contact Details and Customer Notes.
• Easily customized to suit B2B, B2C or Charities.
• Letters and other documents eg Certificates are easily created from Word templates
• Create and view appointments for easy planning.
• Create appointment reminder letters, emails or SMS Messages at the click of a button.
• Stay organized by creating reminders for the important tasks you need to do.
• Organize customers by Group or by Status to easily access multiple customers at a time.
• Can integrate with web site signups.
• Integrates with VoIP SIP phones or Skype.
• Documents and scanned-in files can be attached to customer history and easily viewed
• Quotes and Invoices are easily created (simple paragraphs or itemized)
• Multiple Quote and Invoice Templates are supported and 3 different styles are supplied.
• Itemized Quotes and Invoices can be created by selecting Items from a Parts Database
• Mark Invoice as Paid by creating a Receipt and allocating payment to the relevant Invoices
• Quote Management handles Quotes, Invoicing, Jobs, and Job Costing.
• Supplier Details, Supplier Invoices and Purchase Orders.
• Supports Mail Merge, Jobs, Job Sheets, Credit Notes. Expenses
• Access control to restrict access to certain functions.
• Email Marketing. Templates to send standard emails and replies.    Video
• Documents can be emailed as PDF eg Invoices and Quotes
• Send SMS Messages and Bulk SMS at the click of a button.
• Labels and Envelopes are easily printed.
• Customer statements are easily created at the click of a button
• Import Contacts/Customers from Outlook or spreadsheet
• Export to Sage, MailChimp, SmartPhone, spreadsheet
• Many built-in reports eg quotes created in the last 30 days, overdue accounts, quotes not invoiced etc
• Delivery Notes
• Supports Microsoft SQL Server including the free SQL Server Express edition for superior performance and scalability for large numbers of users.

CRM Customization

• Custom Groups and Customer Statuses to manage your Customer Records
• Custom fields to store data specific to your business and customization of standard fields
• Custom reports to create the information your business needs
• 100+ example Custom Reports you can use for free here, example Contract Expiry report here)

CRM Internationalization

• Uses any single currency
• Handles different sales taxes
• Used world-wide in more than 15 countries

Free Support, Free Upgrades, No Monthly Fees

• Free Email Support
• Free Upgrades
• No Monthly Fees

Download CRM Software Free 60 Day Trial

CRM Installation Instructions   Need any Free Help or Support ? support@amphis-software.com

CRM Software Prices

If you decide to continue using our software after the 60 day trial, you don't have to re-install anything, you just purchase a license, send us the serial number and we send back a license string to fully license the software.

We have some short CRM Software videos to show some of the functionality of the software.

For information on new software releases, tips and tricks, free downloads and more...
Sign up for our Free Newsletter

We don't give or sell your information to third parties.

Amphis Customer CRM Software is used by all types of businesses including all types of Service Businesses, Cleaning Businesses, Plumbers, Alarm Security Installers, Double Glazing Businesses, Plumbing and Heating Engineers, Electrical Engineers, Gas Engineers, Sole Traders, Construction Companies, Builders, Tree Surgeons, Recruitment Agencies, Cake Shops, Funeral Services, Media Agencies, Electricians, Removals Companies, Cleaning Companies, Pet Shops... and so many more.