When you fill in the form, a dedicated CRM branch is prepared for you. Sample records are added to get you started; you can also try your own customer and quote workflow.
- Duration: 15 days. A reminder email is sent 3 days before it ends.
- Users: you can open up to 5 user accounts.
- Available modules: customer management, tasks and calendar, quotes, projects, document workflows, support requests and branch reports.
- Not needed: installation, servers, credit card.
After applying, you verify your email address. Once your account is ready, you set your password with the activation link and sign in to the CRM.