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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| Right now iCRM can only integrate with single email account and calendar account, However, we do have plans to support multiple email / calendar accounts. |
We have the iCRM as a Mac application that you can download from the appstore, here is the link > Email Integration is available and easy to setup. You just have to enter your IMAP settings and email credentials and emails that you receive/sent to your Contacts (as long as their email is on the CRM) will be displayed on iCRM. You also have the option to Add this email to iCRM to associate to your contacts. |
iCRM supports integration with QuickBooks Online only. |
| If you create a QB invoice from an Opportunity on iCRM and the account does not exist on QuickBooks, you have an option to add this account to QB. |
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. |
There is a mobile version of the application which can be downloaded from the app store as well as a Mac Application. |
iCRM can be used by 2 active users including the Administrator. |
iCRM is multi-lingual. The languages included by default, besides English, are French, German, Spanish and Italian. You may also change the default translation per preference. |
You can build email-merge template that you can use for mass mailing. There is an embedded HTML editor with basic formatting tools to layout your template. For more complicated formating, iCRM also support using an attached HTML file. |
We have a suite of Email Connectors that can be used to integrate your email and track them as activities on iCRM. The email clients supported are Gmail, IBM Notes and MS Outlook. |
| There is a Library module on iCRM that can be enabled. These is a repository for your document, pdf, spreadsheets and images. You may also attach this when you send email-merges or emails. |
| The export facility is accessed from Reports. You may create a report with filters and groupings and then export it to a CSV file. |
iCRM security and ownership is Accounts-based. An Account can be transferred to another user by editing that Account and selecting another user from the list. There is also a mass action for changing ownership call Transfer Accounts. Only Administrators can access this function. The original user must be Inactivated first before his Accounts can be transfered. |
| Currently, direct data import from Salesforce IQ is not supported. However, you can export SF IQ data to .CSV and then import the CSV data to iEnterprise CRM. |
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