Simple Online CRM Software For Small Business
Online Small Business CRM Software That Lets You Keep On Top Of All Your Customers & Suppliers Details Quickly And Easily.
- Have all your customers details easily accessible
- All you contacts, tasks, notes, enquiries and sales info in one location
- Get answers to your customers questions about past project fast
- Ensure that no communication with your customer gets forgotten or missed
- Easy to use and quick to get started
CRM Software For Small Businesses - Get Started Fast
Step 1 - Set Up Your Free Account
CRM Software For Small Business Set Up Step 1 - Click To Enlarge
What To Do
- Press one of the big orange buttons on this page and sign up for you free account
- Enter the details need on the sign up for including extra 3 questions once your account is set up.
- On first log in, you'll arrive on the Dashboard so read then 'Hide' the 3 help pop ups (#1 on image to left).
- To enter your first record, click on the Company button in the navigation bar at the top (#2 on image to left).
Step 2 - Add Your First Company
CRM Software For Small Business Set Up Step 2 - Click To Enlarge
What To Do
- Each Add screen with SpinLessPlates is split into 2 areas, Add box to the left and existing entries in the middle .
- (#1 on image to left) To add your first company into your new system, simply enter the details on the left hand side.
- (#2 on image to left) The Add Company button appears once the Client / Supplier (or both) are ticked at the bottom of the form.
- Complete adding your company, click newly appeared Add Company button
- (#3&4 on image to left) Your exisiting data shows in the Standard list or in custom lists created by you.
Step 3 - Add More Details (Optional)
CRM Software For Small Business Set Up Step 3 - Click To Enlarge
What To Do
- Click the Extra Details tab when you've added your company to see more choices.
- (#1 on image to left). Edit the data you've entered at any time by clicking on the data to change, editing and then clicking in the white space to save.
- (#2 on image to left) Note: You have 2 address within a company, the main address you added and an invoice address in case they differ.
- (#3 on image to left) Need more fields, no problem. There are 40 re-namable fields in the custom fields tab.
Step 4- Add Your First Contact
CRM Software For Small Business Set Up Step 4 - Click To Enlarge
What To Do
- (#1 on image to left on right side) Enter your first contacts basic details on the left hand side.
- Note: Connect your company to your new contact using the drop down (if the company isn't there, click the + button and add your new company).
- (#2 on image to left on right side) When you are finished click the green Add Contact button to complete.
- (#3 on image to left on right side) Search your entered contacts in list view
Step 5 - Add Extra Details (Optional)
CRM Software For Small Business Set Up Step 5 - Click To Enlarge
What To Do
- (#1 on image to left) Change any entered data on your contact file by clicking in the field amending then clicking in the white space to save.
- (#2 on image to left) Your contact can have a different 'deliver' address than the linked company file.
- (#3 on image to left) Link up your contact to their social media profiles.
- (#4 on image to left) Need to add more data about your customer, no problem. Simply use the Custom Fields tab.
- (#5 on image to left) Access all the contacts related documents by using the tabs within their contact file.
Step 6 - Enter Data Only Once
CRM Software For Small Business Set Up Step 6 - Click To Enlarge
What To Do
- Once you have entered your customers (or suppliers) details you can use them throughout the system.
- (#1 on image to left) Get reminders of what tasks must be done today on your dashboard by using the task management feature.
- (#2 on image to left) Create and monitor enquiries, quotes, sales, invoices and purchases for both your customers and suppliers.
- (#3 on image to left) See up to the second reporting on your contacts performance via your dashboard.
How Much Is This Small Business CRM Software?
- No Contract To Tie You In
- No Set Up Fee
- 2x 30 minute 1:1 getting started webinar
- Unlimited email support
- Easy 'One Click' Cancel
- £25 per month ongoing
- No contract to tie you in
- No set up fee
- 2x 30 minute 1:1 getting started webinar
- Unlimited email support
- Easy 'One Click' Cancel
- £40 per month ongoing
My 2 Most Frequently Asked Questions
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What about if it isn't for me and I want to leave?No problem. You can delete your account with the click of a button. You simply have to click on Settings on the top navigation bar and click the Delete Account button in the bottom right corner. All you account details will be deleted as will any payment details you may have entered. There is no contact to tie you in.
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I'm not sure about online small business CRM software, how secure is it?
Your data is stored in an individual database which is created just for you when you sign up. Only you have the password to this.
This database is hosted on a dedicated server at Heart Internet. It is backed up daily by them and also by us offsite. When you become a paid user, you can schedule .csv backups to be emailed to you daily, weekly or monthly. This way you have 100% access to your data.
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