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Once you have logged into Rave, or clicked on the Home icon – you will land on "or return to" the Rave homepage/dashboard. At the top right of the...

Raves CRM portal includes a number of sub-tabs – below is a quick summary of each. The CRM Leads & Clients tab Rave's CRM Leads & Clie...

Rave's CRM Leads & Clients tab is where you can add new Clients, find Client information and manage your Enquiries (sales leads) through to com...

Exporting Data from Rave CRM We understand that your client databases can take years to build and are a valuable asset.  To help you keep your data secure...

Rave offers a range of Sales Reports to help you better manage your sales performance.  You can access these by clicking on the 'Reporting' button t...

As with any new feature in Rave we have implemented a new set of permissions for our CRM upgrade.  By default a user who is assigned the group 'Sales Pe...

A handy feature of Rave’s CRM portal is the Audit Log functionality.  This provides you with a comprehensive history of a Client's or an Enquiry's j...

New CRM Features – Project Creation Triggering & Custom Numbering We’ve introduced two new CRM features: automatic project creation based on sale...