Customer Relationship Management made simple ConvallisCRM

Video Tutorials

Here you will find a selection of videos to help you set up and use ConvallisCRM.


Install ConvallisCRM

Install ConvallisCRM

Installation guide for ConvallisCRM


System Configuration

System Configuration

Initial set up of ConvallisCRM


Client Details

Client Details

Set up your company information, add your logo etc this can go on documents such as as despatch or quote emails plus any other details such as your company number or vat information. Use this guide to help you.


Import Data

Import Data

Import your existing electronic data using the data import tool provided. This guide will show you how.


Create a contact

Create a contact

How to create a contact using ConvallisCRM.


Adding Associated Files

Adding Associated Files

Save time finding that important file or folder linked to your contact. Using the associated files/folders option in ConvallisCRM this can easily be acheived. This guide will show you how.


Search Contacts

Search Contacts

Can't find a particular contact? How do you find the contact or group of contacts you require? Use the search functions in ConvallisCRM to find your individual contact or group of contacts. This guide will show you how.


Maintain Workflow Steps

Maintain Workflow Steps

It's always good business practice to have a structure when it comes to dealing with customers. ConvallisCRM's workflow steps can help you create this structure for the business processes that you use. This guide will show you how.

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