Welcome to horizon CRM Setup instructions and video page.

here we will guide you through setting up horizon CRM for the very 1st time to posting iteams to Sage Line 50 through our seamless link. (Not importing a CSV file like some other CRM software packages)

horizon Set up Menu

Screenshots
Import contacts into horizon CRM
Setting up horizon / Start up Videos
General horizon CRM features like Diary and tasks
Sales & Marketing Videos
Service & helpdesk feature videos

Import Contacts


Import from Excel

 

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Import from CSV File

 

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Import from My-CRM

 

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Start up Videos

 
Install horizon CRM

 

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 Setup horizon for the 1st time

 

Screenshot		 Creating Users

 

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Setting Up horizon email



Screenshot
 Automated Processes



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General Videos

 
Dashboards

 

Screenshot		 Create Diary Items

 

Screenshot		 Creating New Tasks

 

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Sales & Marketing Videos

 
Create new products

 

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 Create Opportunities

 

Screenshot		 Create Quotations

 

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Creating Invoices

 

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 Create Sales Orders

 

Screenshot		 Create Credit Notes

 

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Marketing Campaigns

 

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 Import from Sage

 

Screenshot		 Post to Sage (No CSV File)

 

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Service and helpdesk Videos

 

Service Agreements

 

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Creating Issues

 

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Defects

 

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Complaints

 

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SLA

 

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RMA

 

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Free CRM SoftwareCustomer Relationship Management Softwarehelpdesk SoftwareService SoftwareWorkflow SoftwareSLA SoftwareContact Management Software


CRM Software CRM Software and links to Sage
Contact
Contact Management
Customer Assets
Diary
Email Centre
Document Library
Dashboards
Sales
Quotes
Sales Orders
Invoicing
Purchase Orders
Product Database
Links to Sage Line 50
Marketing
Campaign Management
Opportunities
Mail Merge
Email & SMS Marketing
Service Desk
Knowledge Base
Defect Tracking
Service Requests
Inventory
Work flow
RMA
Project Management
Service Level Agreements

Contact Us
CRM Software Contact
 
What our Customers say
CRM Software
 
Federation of small Businesses Member

Federation of Small Businesses

Other Movies

General Tour
This is a pre release tour of Horizon and will demonstrate the basic functions of the software.

Email Tour
This tour demonstrates the facilities available within the email centre, including mail merge templates that can be linked to companies, sales and workflow issues.

Diary Tour
This tour briefly demonstrates the diary facilities including a number of views in which to view your activity

Dashboards
This tour demonstrates the powerful dashboards available to administrators providing important information on the company's performance.

Marketing Campaigns
This tour demonstrates the marketing campaign module which will allow to create mail shots and email shots, events etc, recording the effectiveness
of each campaign

Sales Ordering/Invoicing
This tour demonstrates the invoicing module which allows invoicing in multi currency as well as allowing you to create your own invoice template

Sage Link - Service Invoices
This tour demonstrates the Horizon to Sage Line 50 link. This example will post Horizon invoices into Line 50 as Service Invoices. More movies demonstrating Product invoices coming soon

Help Desk Issues
This tour demonstrates a workflow configured to be used as a helpdesk. The tour will guide you through raising an issue whilst on the phone to a customer through to completion with help from the Knowledge Base

Online Knowledge Base -
This tour will demonstrate the ability to host your knowledge base online. This can drastically cut down the time your customers need to call for support.