Basics
Videos in this section will explain you basic concepts and activities in Solastis CRM
Easy to Learn CRM
See in this video how easy it is for your employees to learn the CRM system.
Works right out of Box
Once you signup, the system is ready to use immediately. See this demo here.
Sign up and login
This video explains how steps involved in signup and login to the Solastis CRM system.
Log-in and invite user
Watch in this video how to login and invite your team from Solastis CRM.
CRM Centralised Inbox
This video explains about Centralised Mailbox in Solastis CRM.
CRM Task Integration
This video explains how task Integration is done at case level in Solastis CRM.
Cases Related
Videos in this section will explain you about functionality and options in Case / Ticket Management.
Case Management Demo
This video gives overview of Solastis CRM Case Management Platform.
Manual case creation
This video explains how to create a case manually.
Create a Case Type
Watch in this video how to create a case type in Solastis CRM.
Email to Case Creation
See in this video how to trigger a case automatically from an incoming email.
Using as Case Management Platform
Solastis can be used as a standalone Case Management Platform, without any other modules.
Productivity Improvements
Videos in this section will explain you various productivity improvement tools available in the Solastis CRM.
Project Management
See in this video how you can manage projects in Solastis CRM.
Canned Responses
See in this video, how you can save time with canned (Reusable email) responses.
Case Authorisations
This video explains how authorisation for cases is managed in Solastis CRM.
SMS in Solastis CRM
Watch in this video how to enable SMS functionality in the CRM.