Instructions

There is no download necessary because our Free CRM is web-based so all you need to do is create an account to get started!

These are the step by step Instructions of how to sign up and start using our Free Lead Management Software.

Step1. Create an Account

You can create a free account in our Lead Management Software by clicking on Sign Up.

Step2. Add a Source

Once you are logged in to your new account click on Add Source to create a new folder and name the campaign accordingly to the lead source.

Step3. Add Leads

Select the folder you wish to add leads to and click on the Add Leads button.  Once the leads are added you will have access to many lead management and lead tracking features including the appointment notifier.