Welcome!

This page lists some of the most common inquiries you might have about the product from installation to actual use in your business activities.

Frequently Asked Questions

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Other resources

Can I import records from my current CRM?

The application supports Import from back-end data sources specifically, Salesforce.com, MS Dynamics and QuickBooks.

Data in .csv file format can also be uploaded.

Can I use this app on a device?

There is a mobile version of the application which can be downloaded from the app store as well as a Mac Application.

If you cannot find the answer to your question here, please email us: