Subscribing To Borneosoft CRM

Figure 1. Subscription - Account Details Section

You subscribe to BorneoCRM by accessing http://www.borneosoft.com. You can choose Standard Edition with 1GB storage or Free Edition with 100MB storage by clicking the appropriate link. You will be brought to the subscription page, where you will need to enter the following:

• Account Details (see Figure 1: Subscription - Account Details Section)
• Contact Details, Notes (optional), and Word Verification (see Figure 2: Subscription - Contact Details, Notes and Word Verification)

When the Free Edition is selected, the maximum number of users is 2. The limit is removed when the accounts are upgraded to Standard Edition. There is no limit on the number of users for Standard Edition.

Both Standard Edition and Free Edition allow you to choose sub-domain under borneosoft.com. For example, if you use sub-domain yourcompany, your email will be yourname@yourcompany.borneosoft.com.

If you choose Standard Edition, you can use your own domain to host your email with us. For example, if you own domain yourcompany.com, you can host your email yourname@yourcompany.com with Borneosoft. To be able to do this, you need to update your name server record in your DNS hosting provider. We will assist you to do this, please send us email at support@borneosoft.com for further information.

Figure 2. Subscription - Contact Details, Notes and Word Verification

You have to enter your own valid email address. This could be your company email address or your other email address. You must not enter email address that uses sub-domain of borneosoft.com, such as yourname@yourcompany.borneosoft.com for Free Edition. In case you forget your password, you can ask for password reset instruction to be sent to this email address. Security question and answer are used in the event you forget your username and password and, for some reason, you don't have access to the email address you provide during subscription. You need to use security question and answer that are unique and not commonly nor publicly known.

You need to select Country that corresponds to the locality of your business. The country selection will determine the regional setting such as currency and date format.

BorneoCRM is capable of operating in multiple timezones. For example, your business headquarter is in Los Angeles, USA (Timezone: US/Pacific, PDT, UTC-8), you need to set your timezone to US/Pacific (PDT) UTC-8. This will become your company timezone in the system. If you have employee that works in different timezone, they can set their own timezone differently from the company timezone.

You need to enter the word that is displayed in the Word Verification section. If you can't read it you can click 'I can't read it', it will generate new phrase. Click 'Next' to continue your subscription.

Figure 3. Subscription Confirmation Page (Free Edition)

If you make mistakes, the mistakes will be displayed in red. Password and word verification are always to be reentered everytime mistakes are made.

Confirmation page for Free and Standard Edition are shown in Figure 3: Subscription Confirmation Page (Free Edition) and Figure 7: Subscription Confirmation Page (Standard Edition) respectively. The total monthly payment amount for Standard Edition is shown in the Order Details.

Please read the terms of service agreement carefully. If you don't accept the terms of service agreement and you click 'I don't accept', the profile you just entered will be removed from our system. If you need to make some correction, you can click 'Go Back'.

When the information you provided is correct, you need to click 'I accept. Let me use Borneosoft CRM Free Edition' for Free Edition. You will receive an activation email where you can activate your account, see Figure 4: Subscription Final Page (Free Edition). Inside the activation email, you need to click the link to activate your account (see Figure 5: Activation Email for Free Edition). You will then be redirected to your newly created activated account, see Figure 6: Newly Activate Account (Free Edition with 100MB storage)

Figure 4. Subscription Final Page (Free Edition)

For Standard Edition, you need to click 'I accept. Proceed to make Payment'. You will be brought to PayPal payment page (see Figure 8: PayPal - Payment Page). If you already have PayPal account you can login to your PayPal account and make a subscription payment. Otherwise you can click 'Use your credit card or bank account (where available)' and you will need to enter your credit card information (see Figure 9: PayPal - Credit Card Payment). Click 'Continue' to go to the PayPal account creation page (see Figure 10: PayPal - Account Creation) where you need to enter your email address and your PayPal password. A PayPal account will be created for you. You can login to this PayPal account to monitor your monthly subscription payment in the future.

Figure 5. Activation Email for Free Edition

Figure 6. Newly Activate Account (Free Edition with 100MB storage)

Figure 7. Subscription Confirmation Page (Standard Edition)

Figure 8. PayPal - Payment Page

Figure 9. PayPal - Credit Card Payment

Figure 10. PayPal - Account Creation

Figure 11. PayPal - Payment Confirmation Page

Figure 12. PayPal - Payment Acceptance

Figure 13. Newly Activate Account (Standard Edition with 1GB storage)