Email setting (optional)
- List of the employee’s email address which preferable passwords
- The outgoing account from company who doing this service, we recommend:
- https://mailgun.com 2000 free per month
- https://socketlabs.com first month 40000 free, next 2000 per month
- List of shared emails account: Sample:
- xxxx@yourdomain.com can view info@yourdomain.com and fax@yourdomain.com
- xxxx2@yourdomain.com can view info@yourdomain.com, xxx3@yourdomain.com and support@yourdomain.com
NOTE: you can have 2 outgoing servers in your CRM account
Note2: You have to send to our support u/p for this account. Our support will do some setup in this account.
VOIP Phone setting (optional)
- phone numbers
- List of phone Extention, if you do not have we will create random
- Group lists sample:
- sales group -> account 1 + account 2 + account3
- support group -> account 1 + account 6
- Announcement messages
- Welcome + IRV recorded message
- Weekend message
Note: Messages can be in any format (mobile phone)
ALL-IN-CRM Portal Setup
- Company information
- company name
- company phone
- Company fax
- company emails
- company address
- Company Logo for Login and CRM pages (Advance)
- Company logo for a document template (Advance)
- Document templates in Word or HTML format (Advanced)
- CRM employee account list
- email (username)
- password, if you do not have we will create random
- Employee roles list (if you need different access to CRM for each employee)
- Phone extension
- Secure PIN (4 digits)
- Shared mail list
- Pre-recorded messages (Advance)
Public Website
- Logo
- Content of all pages
- email for admin
- PREFERABLE IMAGE (if you have one)
E-commerce website (optional)
- Setup and integrate with ALL-IN-CRM WooCommerce shop
- Setup and connect the Shopify shop
- Setup Click2Buy shop