CRM Software

CRM Software Training Videos


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CRM Software Training Videos

The following short CRM Software Training Videos show some of the features of Amphis Customer CRM Software. You can view the CRM Software Videos on-line or download them to your PC.

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.


Create Quotes in 30 seconds

This CRM Software video shows how you can Find a Customer Record and Create a Quote all in 30 seconds.

This example is a free-text quote where you enter one or more paragraphs of text and a price for each paragraph. You can also create itemized Quotes and Invoices by selecting items from an Items Database.

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Import Customers into CRM Software from a Spreadsheet

This CRM Software video shows how easy it is to import your customer details from a spreadsheet into Amphis Customer.

You can import from Excel .xls or .xlsx files or Comma Separated .csv files. You can specify which spreadsheet column to use for each database field. You can even map additional spreadsheet columns to Custom fields in Amphis Customer CRM Software.

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More CRM Software Training Videos


Click on any of the links below to watch further Amphis Customer CRM Software short training videos, or you can click the Download links to download the videos to your PC as .zip files.

CRM Software videos
     CRM Outlook Email Integration  CRM Outlook Email Integration and Email Templates   Download
     Create and use Email Template  create and use Email Template   Download
     Install CRM Software  install Amphis Customer CRM   Download
     CRM Software Set up Setup Amphis Customer CRM (US example)   Download
     CRM Software Set up Setup Amphis Customer CRM (UK example) Download
     CRM Outlook contacts Import contacts into CRM from Microsoft Outlook   Download
     Import customers into CRM from spreadsheet Import Customers into CRM from a Spreadsheet   Download
     Create free-form quote create free-form Quote (UK example)   Download
     Quote template CRM Quote Template   Download
     CRM Software - create invoice create itemised invoice (US example)   Download
     Create invoice from quote create Invoice from existing Quote (UK example)   Download
     Invoice payment reminder create reminder for unpaid invoice   Download
     CRM Software custom fields store data specific to your business - custom fields   Download
     Monthly sales totals report - monthly sales totals   Download




Home Page    CRM Software FAQ    Import Customers into CRM Software from Spreadsheet    Share Customer Data between PCs    Download FREE CRM Software 30 Day Trial   



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