Sending e-mails with CentralStationCRM
How to send Emails and drop them into the CRM
Tasks
How to create tasks and to-do lists and work with them efficiently
How to work with pipelines
How to manage your quotes in a pipeline and process them even more clearly
Goals and Analytics
How to track goals and generate reports based on them
Recommended browsers for the use of CentralStationCRM
There is a bunch of browsers out there and one would think the differences in behavior are nearly zero. Unfortunately, that's not quite true. In......
Can I connect the CRM to my phone system?
Currently there is no interface for a telephone system, or at least no full integration. A full integration would be necessary, if it is required,......
Plans: Are there packages for larger businesses?
Yes, for sure! If your needs are greater than the plans we offer, you are welcome to contact us and we will certainly find a......
Can I use Gmail as my default e-mail program?
If you want Gmail to open when writing an e-mail from CentralStationCRM instead of your default email program on your computer you need to adjust......
How do I start e-mail campaigns or newsletters?
If you want to send a newsletter to its CRM contacts, there are essentially two options: - Export the (possibly using tags filtered) contacts, for......
What is the difference between my events and all events on the home page?
In your status tab you will find a stream with all activities in your CRM. This is where new contacts, notes, e-mails and much more......
Mobile CRM use (iPhone, iPad and Android Tablets)
You can use CentralStationCRM easily on mobile devices and without having to install additional apps. Go with your smartphone or tablet easy on the URL......
What does it mean to follow a contact, deal or project?
We try to keep things as easy as possible for you, that's why we try to hide details that simply don't matter for you. By......