Multi-User CRM Software

Multi-User Contact Management Software - Share Customer Data

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Multi-User Software

As your business grows you may need to access customer data from more than one PC. With Amphis Customer CRM Software you can easily share your customer data and documents across multiple PCs on a network. The customer details are stored in a centralized database easily accessible from networked client PCs. This doesn't require a server, it just requires a shared folder on a PC that all the client PCs can access. See Sharing a Multi-User Database Explained

Updates, new records and documents created by each user are then available to all users on the network.

Multi-User Setup

You just need to choose a PC or Server to act as the shared folder and then copy the Customer Database and documents to that folder. Then simply change the configuration of each client PC on the Configuration page so they all connect to the same shared folder to access the Shared Customer Database and documents.

Microsoft SQL Server Express 2012

By default, Amphis Customer uses a Microsoft Access database but Amphis Customer also supports using the free Microsoft SQL Server Express 2012 for improved performance and scalability which we would recommend for more than 10 users. See Upgrade to SQL Server Express

Video

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

CRM Software Video


Step-by-Step Instructions

This diagram gives step by step instructions for setting up Amphis Customer in a multi-user scenario.

Share Customer Data across multiple PCs

Folder Permissions

If the permissions test fails, you'll need to check the permission on the server for the Shared Folder. If you cannot browse to the Shared Folder, check on the server that the folder has been set up as a Share. Right-click on the folder on the server and select the Share option. Or right-click, select Properties and select the Share tab for more information.

Shared Folder

Note that you don't need to have a powerful server for this. You can create a Shared Folder on a desktop PC if you prefer, as long as all the client PCs have access to the Shared Folder.

Enable Folder Sharing

Also note that on Windows Vista and Windows 7, folder sharing is disabled by default. You'll need to go into Start->Control Panel->Network and Sharing Center. You'll see an option called Public folder sharing and you'll need to click the down arrow to the right and then choose the middle option which is Turn on sharing so anyone with network access can open, change, and create files and click Apply.

If you create your folder in the Public folder on your PC, you won't need to manually Share the folder as files and folders within the Public folder are automatically shared with other users on the network if you have enabled Public folder sharing. If you want to share a folder that isn't in the Public folder then you have to manually set up Sharing by right-clicking on the folder and selecting the Share... option.

If you don't have the Change and Save buttons on Tools->Configuration, you are running an old version of the software. You can Upgrade CRM Software for Free

You can set up Amphis Customer CRM Software to run in the above client-server configuration as part of the free 60 day trial and try it out for yourself. The software also supports using Microsoft SQL Server as the database which we would recommend for 10 or more users.

And if you want to access Amphis Customer from outside your office network, simply remotely log on via your laptop to one of the office PCs using remote desktop software which connects through the internet.

Remote access to CRM Software

You can set all of this up including multiple users connecting to a shared database and remote access as part of the Free 60 Day Trial to be sure you are happy with it before you purchase any licenses. If you have any questions or need any help configuring Amphis Customer, please don't hesitate to email customer support

Multi-User Configuration

For more detailed information on configuring Amphis Customer CRM Software to share customer details across multiple PCs, click below.

How to Share Customer Data across multiple PCs using a centralized database.

Here's some tips on setting up Multi-User CRM Software

Also for the CRM Software technical details, see CRM Software Technical Details

Network Configuration Step By Step

For a step by step guide to configuring Amphis Customer CRM Software to Share Customer Details across multiple PCs, click below.

Configure Shared Customer Data in Easy Steps

Here's some tips on Sharing an Access Database

If you have any problems getting this to work, we also have a Troubleshooting Guide To Setting Up A Shared Database

Check Multi User CRM Configuration

We also have some information on Checking Multi User CRM Configuration

Once your customer details are in Amphis Customer CRM Software, you can create Quotes and Invoices in seconds, set up Reminders to help you get organized eg Quotes and Invoices we need to create. You can manage your email and run reports eg Monthly Sales Totals or Overdue Invoices. You can Mail Merge to send letters to all customers in a group eg for marketing.

Amphis Customer CRM Software



Multi-Location CRM

Amphis Customer isn't designed for use in Multiple Locations. It is designed to be used on an Office Network ie a Local Area Network (LAN) or on a standalone PC.

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.

Web CRM Software

Download CRM Software Free 60 Day Trial
Download Amphis Customer CRM Software Free 60 Day Trial