Our Scheduler allows you to record appointments and in real time change their status. So, for example lets say you have an engineer who gets to an appointment he’d change the status on his appointment to ‘Started’ then once he’s…
If you no longer wish to link your RealtimeCRM account with your Xero account then you can disconnect the two. The procedure takes only moments and you can reconnect them at any time. Note: The disconnection will only affect the current…
Using the Business Card Reader Note: If you’re logged into RealtimeCRM with your smartphone by clicking the Scan business card button it will take you straight to your phone’s camera where you can take a photo of the business card and it…
If you are an Administrator you have the ability to disable other user accounts in RealtimeCRM. Disabling a User account does not delete the user account and its contents instead it locks the account so that it can no longer…
Our Scheduler is linked to Projects and so you can book appointments against a Project. The great thing is whenever you click through to that Project record you can see at a glance when your next appointment with the customer…
Timesheets are used to record where you’re spending your time. You can record time spent on Projects and Opportunities, this allows you to easily track your effort and use that data for billing clients or payroll Adding a time entry…
The Projects Pipeline is designed to make it easy for you to see how far Projects have progressed towards completion, at a glance. You can see which Projects are nearing a close and which may need some effort to get…
In addition to the ability to create tasks for yourself and other members of your team you can email reminders as well so no one forgets and the task is completed. In order to be able to set a reminder…
Sometimes people leave your organisation but that doesn’t mean you want to lose any of the historical notes and tasks they’ve made when getting work done for your customers. Obviously, you don’t want to keep paying for a user account…
Forgot you password? Don’t worry it’s a breeze to get back into RealtimeCRM. Reset your password Visit app.realtimecrm.co.uk Below the sign-in form, click Forgot your password? Type in your email then click Email Reset Link Check your email inbox for a new message…