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Once the system is designed it needs to be installed and CRM-UK pride ourselves on our friendly and professional engineers. Installation will normally only involve a portion of 1 day spent on your site so this means minimal disruption for your staff.

Our engineers will install the Gold-Vision CRM on either your servers or our hosted system and then complete the following steps:

  • Set up each user and their email tracking
  • Create the folder structure for documents
  • Ensure all settings are set up as the Technical scope requires
  • Ensure all users have access to the system

We have years of experience making sure we get this right first time.