CRM-service – Resources

English

Topics

Admin Guide

For settings and implementation

Contact Center

For the use of Contact Center Application and Contact Portal

Technical Guide

For advanced needs

Update Release Notes

The latest updates in CRM-service

User Guide

For basic CRM usage

Latest

January 30, 2023 Update Release Notes
*2023-02-02 February Release Notes
January 12, 2023
Common Errors in Field Formulas
January 30, 2023 Update Release Notes
2023-1 January Release Notes
December 16, 2022 Module
Managing events with mass-events module
December 16, 2022 Function
Mass event triggers
January 09, 2023 Update Release Notes
2022-12, December Release Notes

Spotlight

About CRM-service

CRM-service is used in over 50 countries. CRM-service has usually 5 - 3000 users in a single end customer's CRM instance. Our company is the leading cloud based CRM vendor in Finland. CRM-service is used widely in B2B and B2C businesses.

Release Notes

We publish new release notes on Mondays preceding the update on each month's first Thursday. Read about our latest updates here.

E-Signing

E-Signing allows the entire signing process from document management to signing and storing of signed documents to be handled within CRM.

Videos

E-Signing

The REST Interface

Contact Portal: Settings and Actions
Combined Shape