The following is included in free your initial setup process.
- We setup email integration for you for Office 365, Gmail or other IMAP mail services
- We setup your calendar synchronisation with Office 365 or Google Calendar
- Help you create your email signature for sending email inside of Adviser CRM
- We provide free unlimited training for the first 30 days
- We provide training for licensed users only
- Additional training is available at our hourly training rate
- Regular webinars are free for any licensed users to join
- We have video tutorials available via our secure and exclusive support portal for Adviser CRM licensed users only
The above services are free unless discussed otherwise, beforehand.