Heap CRM Video Tutorials

This covers the new labels feature in Heap CRM. This has implications for search, reports, Google Apps Scripts, and HeapCL.

Do you use both QuickSilver and Heap CRM? How about LaunchBar and Heap CRM? If so, this video shows you how to install the action script and takes you on a tour of a some of the available commands.

This video instructs you on how to install HeapCL, Heap CRM's command line interface, on Mac and Windows.

Heap CRM's offline mobile interface works on just about any smart phone including: iPhone, Android, BlackBerry, Palm Pre and Maemo. The interface also resizes for tablets.

Get to know Heap CRM, the online customer relationship tool designed for small business. In this video we cover the basics of Heap including:

* The Dashboard

* Messages

* Events

* People (Contacts)

* Prospects (Leads, Opportunities, Customers and Archives)

* Automation (Event Templates, E-Mail Templates and using events to do things)

The new offline interface for Heap CRM allows you to work anywhere you have your iPhone, iPod Touch or Android device. With its use of the new HTML5 standards your most important data as well as the application is stored directly on the device making it crazy fast.

In this video we cover the main ways you can be alerted of activity in Heap CRM

New features include: Merge to Google Docs, Copy Events and Enhanced Round Trip Searching

Review of new Heap Dashboard

Heap CRM and Gmail:

In addition to the standard e-mail integration available to all e-mail users, Gmail (and Google Apps) users have bidirectional contact integration.

Heap CRM and Google Docs:

Just like normal files, you can attach Google Docs to your messages. However, once you setup the link to Google, you can also view any office document in Docs. So, regardless of the computer or device you happen to be using, you will always be able to view your files in Heap.