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Amphis Customer CRM Invoicing Software

CRM Invoicing Software Quick Guide
CRM Software Technical Details
Editing Invoice and Quote Templates etc
New Invoice and Quote Templates
CRM Invoicing Software Benefits
Contact Management Software
Appointment Reminders and Today View
Shared Contacts Database
Access Control - Restricting Access
Create Quotes and Invoices the easy way
Example Quotes and Invoices
Credit Notes
Mail Merge
Record Expenses
Quote Management
Email Merge - Mail Merge for Email
Overdue Invoice Payment Reminder
Small Business CRM Invoicing Software
Contact Database
Invoicing Software Customer Statements
Scan In Customer Documents
Attach Files to Customer History

CRM Software Case Studies

CRM Software Case Studies
Case Study - Tree Surgeon Software - SL TreeCare
Case Study - Labels Software - Apex Labels
Case Study - Electrician Software - Sky Electrical
Case Study - Removals Software - Advance Moves
Case Study - Retail Software - Living Fire Centre

Importing Customers / Contacts

Import customers into CRM Invoicing Software from a spreadsheet

Exporting Customers / Contacts

Export customers / contacts to iPhone or other smartphone
Export customers / transactions to Sage
Export customers to MailChimp

Jobs, Job sheets and Job Costing

Jobs Software
Create Job Sheet From Quote or Invoice
Jobs and Job Sheets
Job Costing Software

Outlook / Email Integration

Email Merge - Mail Merge for Email
CRM Outlook Email Integration
Email Templates - Send Standard Customer Emails or Standard Email Replies
Example Email Template - Send Standard Customer Emails or Standard Email Replies
Email Invoices as PDF Files

Customization

CRM Customization
CRM Invoicing Software Custom Reports
CRM Invoicing Software Custom Fields - customize Amphis Customer to store data specific to your business

Database Schema

CRM Invoicing Software Database Schema (simplified - lookup tables omitted)

CRM Tutorials

CRM Tutorials
CRM Tutorials - Create Customer Record
CRM Tutorials - Edit Customer Record
CRM Tutorials - Search Part 1
CRM Tutorials - Search Part 2
CRM Tutorials - Create Simple Quote
CRM Tutorials - Create Itemized Quote
CRM Tutorials - Create Invoice From Quote
CRM Tutorials - Attach Files to Customer Record
CRM Tutorials - Jobs and Job Sheets

Example Custom Reports

Report - Quotes not Invoiced
Report - Customer History
Report - Customers not Contacted
Report - Number of Customers per Group
Report - Invoices Total for Today
Report - Sales Totals and Sales Taxes for this Month
Report - Supplier Invoices Total for this Month
Report - Recent Buyers
Report - Existing Customers who have not purchased recently
Report - Invoices Total For This Year
Report - Yearly Sales Totals
Report - Quotes per Salesperson
Report - SQL used in standard built-in reports

Download FREE 30 Day Trial

Download FREE CRM Invoicing Software 30 Day Trial

Release History

CRM Invoicing Software Release History

New Releases

Remote Access to Customer Details

CRM Software Remote Access
Access to contacts on iPhone or other smartphone

Web Access

Free Web CRM Software
Free Web CRM Software Installation
Free Web CRM Software Configuration
Free Web CRM Software Hosting
Free Web CRM Software Installation Problems
Free Web CRM Software Install Windows Server 2003

Shared Data / Network Access

Share customer data on an Office Network - Overview
Share customer details across multiple PCS - Multiuser
Set up Amphis Customer Invoicing Software to share customer details
Share customer details in easy steps
Troubleshooting Set Up of Shared Customer Database
Sharing a Microsoft Access Database
Update CRM Software Configuration
Shared Folders

Upgrade to SQL Server

Using SQL Server Express
Upgrade to SQL Server
Access to SQL Server Migration Detailed Steps

Support

CRM Support Pages and Frequently Asked Questions (FAQ)
Contact Management Software Installation Problems
Upgrading from 2.x to 3.x
Moving Contact Management Software Installation to a new PC
Upgrade Contact Management Software from an earlier 3.0 build to the latest 3.0 build
Help Upgrading from an earlier 3.0 build to the latest 3.0 build
Contact Management Software - Switch User
PC System Crash - What can I do ?
CRM Software Backups

CRM Invoicing Software Training Videos

The links below show short CRM Training videos.

CRM Outlook Email Integration Create itemized Invoice (US example) Create free-form Quote (UK example) Import customers into CRM from a Spreadsheet CRM Invoice Templates

Invoicing Software

Service Businesses

Service Business Software

The links below show example uses of CRM Software for Service Businesses.

Alarm and Security Service Business Software

Amphis BizMonitor - Business Data Monitoring Software

Amphis BizMonitor - Information Amphis BizMonitor - Demo Support Pages and Frequently Asked Questions (FAQ) Installation Problems Download FREE 30 Day Trial

Amphis Time - FREE time tracking software

Amphis Time - Information Download FREE Software

Amphis CompactRepairAccess - FREE utility to Compact and Repair a Microsoft Access Database

Compact and Repair a Microsoft Access Database - Information Download FREE Software

Affiliates/Reseller Information

Affiliates/Reseller Information Affiliates/Reseller More Details Reseller Information Earn Commission with Email Links Affiliate Flyers Telemarketing Opportunities

Database Maintenance

Microsoft Access Compact and Repair Free App to Compact and Repair an Access Database

Tech Tips

Tech Tips List

Vista Print Spooler Stopping
Word Cannot Save to Network Drive - Fixed
Add email to safe senders list
Install IIS on Windows Vista
Install IIS on Windows XP
RPC_E_ServerFault when creating Word documents
Retrieving the COM Class Factory Failed when creating Word documents
The Microsoft Jet OLEDB Provider Is Not Registered On The Local Machine - Amphis Customer
The Microsoft Jet OLEDB Provider Is Not Registered On The Local Machine - Amphis WebCRM
HTTP Error 500.19 - Internal Server Error 0x80070021
Attempted to read or write corrupted memory. This is often an indication that other memory is corrupt
Microsoft Access Compact and Repair
Open File Security Warning
The advertised application will not be installed because it might be unsafe
Operation must use an updateable query

MYOB Alternative

Download CRM Software Free 30 Day Trial