ACCTivate!’s Customer Relationship Management features are more than contact management, they are for all customer-facing personnel in your business. ACCTivate! CRM enables you to manage your sales cycle from prospect to implementation. Any authorized personnel will have the ability to assist customers with confidence, knowing that all the required information is immediately available at their fingertips from a single customer window.

Below you will find videos, screen guides and specific articles. To view the complete archive of Customer articles, click here.


  • Customer Relations Management
    Learn about the CRM capabilities in ACCTivate!, including Contact and Credit management, as well as the Business Alerts, Reminders, Activities and Dashboard.


Setup and Configuration

Screen Reference Guides

Using Customer Module

Customer maintenance



Customer communications

Customer credit management

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