Customer Relationship Management

Find help related to the Home Screen, Contacts, Properties, and more!

21 articles in this collection
Written by Erin Hale and Aspire Software

Training Videos

101: Customer Relationship Management- Overview of Contacts and Properties

Written by Aspire Software
Updated over a week ago

102: Contacts- Searching and Editing Existing Contacts

Written by Aspire Software
Updated over a week ago

103: Contacts- Creating A New Contact And Attaching It To A Property

Written by Aspire Software
Updated over a week ago

104: Properties- Searching and Editing Existing Properties

Written by Aspire Software
Updated over a week ago

105: Properties- Creating a New Property

Written by Aspire Software
Updated over a week ago

106: Home Screen- Navigation and Overview

Written by Aspire Software
Updated over a week ago

107: Tasks- Navigating, Creating, and Completing

Written by Aspire Software
Updated over a week ago

108: Appointments- Navigating, Creating, and Editing

Written by Aspire Software
Updated over a week ago

109: Issues- Creating, Updating, and Completing

Written by Aspire Software
Updated over a week ago

110: Dashboards- Navigating, Editing, and Creating

Written by Aspire Software
Updated over a week ago

111: Contacts- How To Import Your Contacts

Written by Aspire Software
Updated over a week ago

112: Properties- How To Import Your Properties

Written by Aspire Software
Updated over a week ago

Home Screen

Creating a New Dashboard

This article explains how to create a dashboard and the fields used!

Written by Aspire Software
Updated over a week ago

Creating an Issue

Learn how to create Issues in Aspire!

Written by Aspire Software
Updated over a week ago

User Settings

Syncing Your Email and Calendar to Aspire

Learn how to sync an your email and calendar to Aspire!

Written by Aspire Software
Updated over a week ago

Customer Portal

Setting Up Your Customer Portal and Inviting Your Customers

Learn how to create, customize, and invite customers to your Aspire Customer Portal!

Written by Aspire Software
Updated over a week ago

Emailing

Email Notifications When Creating Issues

This article explains how Aspire determines email notifications for creating and updating issues!

Written by Aspire Software
Updated over a week ago

Bulk Emailing Your Customers with Aspire

Here are ways you can email customers in mass when you need to reach out!

Written by Aspire Software
Updated over a week ago

How to Set Up Aspire to Email Invoices to Customers

Learn how to setup and use a generic Payables email for your Aspire system!

Written by Aspire Software
Updated over a week ago

Special Topics

How to Setup Contacts on Properties for Property Management Companies and HOA's

Written by Aspire Software
Updated over a week ago

Site Audits - Recorded Webinar Class

Written by Erin Hale
Updated over a week ago