How To Send An Email In PromoSoftware

Once a contact with an email address has been added, it is easy to send an email to them from any screen using PromoSoftware. Email your contact using the steps below (or watch the video below). PromoSoftware integrates your email and contact manager so you can store and find related emails quickly. It lets you…

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How To Edit Email Templates In PromoSoftware

PromoSoftware allows you to customise standard emails that can then be used in quotes, sales, purchases and invoices. To edit the CRM email templates to read as you like please follow these steps (or watch the video below). PromoSoftware’ custom CRM email templates lets you systematise and simplify regular communications with you customers and suppliers.…

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How To Edit An Enquiry In PromoSoftware

Once an enquiry has been added, it is easy to update or amend using PromoSoftware. Edit your enquiry by following these steps (or watch the video below). PromoSoftware links your sales leads in CRM system to make dealing with an enquiry quick and efficient. It lets you concentrate on enjoying your business rather than drowning…

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Creating A Hub Of Programs To Manage Your Business

I’m sure you know you’re never going to find that one bit of software that will do everything you need to manage your small business effectively. And as your PromoSoftware small business system has been developed to make managing your business easier I’ve made sure it links up to other excellent programs seamlessly. Programs such…

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PromoSoftware – How To Link To Dropbox

Link PromoSoftware to your online storage solution Dropbox. To link your PromoSoftware system to Dropbox please follow these steps (or watch the video below). You will see in your Dropbox folder a sub-folder called Apps in which are your active enquiry folders. Just put any file you wish to use in the email system of…

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PromoSoftware – How To Link To MailChimp

Link PromoSoftware to your email marketing software MailChimp. To link to MailChimp please follow these steps (or watch the video below). NOTE: The initial sync copies all your contacts to MailChimp. You can then change each contact on an individual basis in their contact file.

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Sending Auto Responders Using PromoSoftware

Ok it is a slightly misleading title as you can’t set up auto responders within PromoSoftware as it’s business management rather than email marketing or sales automation. Using the PromoSoftware web form and the integration with MailChimp you can send out auto responders. Watch the videos below to see how to set up your MailChimp…

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