Getting started guide
CureCRM's easy date/time & team syntax
Setting up meetings with your colleagues is really easy with CureCRM. Send someone an email, mention a date and time - your assistant schedules the meeting and sends reminder emails.
How does CureCRM recognize dates? Just add an "@" symbol next to a date & time in an email.
Click here to see a demo.
How does CureCRM recognize dates? Just add an "@" symbol next to a date & time in an email.
Click here to see a demo.
Use the @ symbol to schedule meetings
Meetings with others
Below are some examples. Click here to see what your assistant does.
Email example
To: rick@prospect_company.com
Subject: Chat tomorrow @ 9am CDT?
Message: Let me know if you have any questions: 984-499-5933
To: rick@prospect_company.com
Subject: Chat tomorrow @ 9am CDT?
Message: Let me know if you have any questions: 984-499-5933
Email example
To: james@mycompany.com
Cc: jessica.jones@curecrm.com (your assistant is optionally included)
Subject: Coffee
Message: Can you chat next Thursday @ 2pm at Starbucks?
To: james@mycompany.com
Cc: jessica.jones@curecrm.com (your assistant is optionally included)
Subject: Coffee
Message: Can you chat next Thursday @ 2pm at Starbucks?
Internal team example
If you have a team account on CureCRM, you can include as many recipients for your meeting invitation as you want - just To, Cc, or Bcc them. You can also include team-members by including @someone in your subject or message body.
If you have a team account on CureCRM, you can include as many recipients for your meeting invitation as you want - just To, Cc, or Bcc them. You can also include team-members by including @someone in your subject or message body.
Chat with @bob coffee house @ 7
More examples
Can you meet on monday @ noon?
How does Tuesday morning @ 10am sound?
Gym @ 9:30 with James
SMS
You can SMS messages into CureCRM via Twitter; try any of the following messages (access numbers are below):
dm curecrm @bugs front page is not loading the cache
dm curecrm @ideas call customer James @ tomorrow morning
Use the following numbers after you have setup your Twitter integration:
In the US: 40404
In India: 5566511
In Canada: 21212
International: +44 762 4801423
dm curecrm @bugs front page is not loading the cache
dm curecrm @ideas call customer James @ tomorrow morning
Use the following numbers after you have setup your Twitter integration:
In the US: 40404
In India: 5566511
In Canada: 21212
International: +44 762 4801423
Other special commands
High priority notes
To mark a note or email as high-priority, simply include "@!" in your message or subject.
To mark a note or email as high-priority, simply include "@!" in your message or subject.
@john, Huge problem with server 182 @bugs @!, fix @ now
