CRM Forms

Please provide the final draft only. Please check all items carefully before providing final approval, as any alterations requested subsequently will incur additional charges.

User Info Request form

These are the users / staff that will be using the CRM within your team. Please provide the final details only. Changes provided subsequently will accrue additional cost.

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Contact Import Request form

This is your existing database of contacts / customers that you wish to import into the database. Please provide the final details only. Changes provided subsequently will accrue additional cost.

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Custom Fields Request form

These are the 10 custom fields that are in addition to the basic fields. Please provide the final details only. Changes provided subsequently will accrue additional cost.

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These are the 5 initial templates that you wish to have included in the system. 1 doc file per template. They are your most commonly used emails. Please provide the final details only. Changes provided subsequently will accrue additional cost.

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E-signature Upload Form

These are the 5 email signatures for your team, that will be users in the CRM. 1 doc file per user. Please provide the final details only. Changes provided subsequently will accrue additional cost.

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CRM Forms

User Info Request form

Contact Import Request form

Custom Fields Request form

Email Template upload form

E-signature Upload Form