Setup Processes

Thank you for choosing iCRM! 

The system or iCRM offers a simple easy to use UI that can get you up and running quickly whether you are just starting to organize your data and processes or you want to have features that integrate with your other current business tools.

When you get your iCRM instance and you login, you will be presented with the Wizard.  It is a great tool to help you start with iCRM.  You may follow the wizard screens or skip and choose which features you are ready to setup and accomplish. Or, you may opt to just go in and explore.

Below are Quick Start Guides that can you help you with setting up your iEnterprise CRM.  Choose the one that targets your needs and priorities.  

I want to see related transactions on my QuickBooks Online Account

I want to have access to My Email and Calendar

I use MailChimp for Marketing Emails, how will iCRM work with it

I have data on Excel that I want to Import

I want to Import my Salesforce data