Welcome to your Management Portal. In the top right hand corner of your Portal is our Help section.
Help includes a Getting Started Guide to help you get up and running. You can also contact our friendly Support Team from the Help section for any assistance.
A Getting Started email has been sent to your email address with App Download and Login credentials.
We are delighted you have joined us and we really look forward to delivering a great paperless solution
with
.
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The CRM Dashboard provides each Portal and Administrator with their own personalised control page enabling fast search, communication and task management from the one central page.
Timeline
Shows timeline of all activities with live links to the contact, note, contact details or task related to each activity.
Communication
Add Notes, Send Email, SMS, Notifications or Letters to any contact instantly
Make calls with notes and associated tasks.
Task Management
View all Open Tasks and update status > Open, Overdue and Closed
Create New Tasks and Assign
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Thank you! Your form has been uploaded. Our activation team will review and contact you soon