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You can start with the 5-step setup guide to MyBasicCRM or get in touch with us through support@mybasiccrm.com.
Please click here to see the setup guide.
With MyBasicCRM, you can assign automated email and SMS notifications to any of your activities. A few examples could be such as:
1. You want your customers to know about the results of their service demands.
2. You planned a customer visit and want to send an automated confirmation to your customer.
3. You got an order, and you want your customer to know about the status of the order.
4. You want to remind a customer about the payment due date.
Please click here to see the tutorial.
You can easily set rules like these examples:
1. You made a call with your client, took some notes on the client page. You may add a subsequent 'customer visit' task. This new task and the previous call will be linked to each other.
2. The new proposals automatically drop to the manager's task list for approval, or an automatic task is generated for orders received.
3. You can create all the tasks - steps of a project.
4. You can calculate all deadlines automatically and get reminders.
Please click here to see the tutorial.
Client reps / the users of a branch can only see their clients and related information. At the same time, you have access to all information. For this restriction, follow the steps below:
1. Go to any customer page, open the page wizard, add a 'list' or 'user' type field according to your needs. For example, the field title may be 'Branch' or 'Customer Representative'
2. If you select the type 'list' for the field, define the list values (e.g. Branch A, Branch B or West Region, East Region). If you select the type 'user', the list values will not be required, user names will automatically appear.
3. Go to the add user section of the account page, add the user. Then click on the user name you have added.
4. Click the 'Sees only their customers' box, select the custom field and check the relevant option (e.g. Branch A, User B, etc.). Finally, hit the save button. Authorization takes effect when users refresh their home page.
Please click here to see the tutorial.
With MyBasicCRM, you can assign automated email and SMS notifications to any of your activities. A few examples could be such as:
1. You want your customers to know about the results of their service demands.
2. You planned a customer visit and want to send an automated confirmation to your customer.
3. You got an order, and you want your customer to know about the status of the order.
4. You want to remind a customer about the payment due date.
Please click here to see the related tutorial.
Please get in touch with us through support@mybasiccrm.com to get help with your SMS service settings.
MyBasicCRM has a basic bookkeeping feature to keep track of transactions and account balances.
1. You can enter your sales/orders and collections.
2. You can view the account balance and transactions on the client page.
3. You can download the transactions in an Excel file or receive them by email.
Please click here to see the related tutorial.
It is also possible to integrate any accounting software to MyBasicCRM. Please get in touch with us through support@mybasiccrm.com and tell us about basic bookkeeping and integration needs.
MyBasicCRM supports VOIP, cloud PBX and call center integrations to third party products. If you don’t see the name of your service provider in account settings, please send an email to support@mybasiccrm.com to tell us about your PBX service provider, and get help with your settings. After successful integration is in place:
1. You can start a call on MyBasicCRM by clicking the phone icon next to the telephone number on the contact page.
2. If the calling number exists in MyBasicCRM, the corresponding contact page will open automatically. If the calling person does not have a record, a new contact page will open.
3. After saving the new contact, a new activity page will open to enter the call details.
4. You can see call history or your client and listen call recordings of your agents whenever you need.
With MyBasicCRM, you can easily get the list of email addresses of your contacts. You can use your list of emails with your preferred email client. You can also see the list of customers who do not have an email address or create many customer lists based on different filters.
Please click here to see the tutorial.
With MyBasicCRM MailChimp intergration you are able to create low cost email campaigns without the need of upgrading your MailChimp plan:
1. You can filter your contacts and send emails to different groups.
2. You can prepare email templates.
3. See delivery and read statuses of the emails, and assign follow-up tasks for your team accordingly.
You can also use any other email marketing service provider of your choice. Please get in touch with us through support@mybasiccrm.com and tell us about your email marketing needs.
Please click here to see the tutorial.
1. You can initiate WhatsApp conversations with your contacts.
2. You can create templates for the messages that you use frequently.
3. Automatically insert the name of the relevant contact into your messages.
4. You can see message history on your contact page.
Please click here to see the tutorial.
It is easy to send individual or bulk SMS to your contacts. Examples:
1. Celebrations for the new year, special days, birthdays
2. Reminders for due payments, confirmations for collections
3. Notifications for balance, contract renewal date
4. Invitations for meetings, events
For your SMS service settings, please get in touch with us through support@mybasiccrm.com and let us know about your SMS service provider.
You can integrate any forms that are available on your website. Examples:
1. Maintenance/ Service requests from your customers
2. Customer complaints
3. New lead information from 'contact us forms
For your website integration settings, contact us through support@mybasiccrm.com and we will inform you about the necessary XML format details.
Please click here to see the tutorial.
You can follow your leads from your Facebook-Instagram
1. MyBasicCRM follows your Instagram or Facebook page and instantly receives any comments or form submissions
2. MyBasicCRM creates a new lead record with the contact name, email address, phone number etc
3. 3. You can assign automated tasks for the new leads
Please contact us through support@mybasiccrm.com for Google Ads or LinkedIn integration needs
Please click here to see the tutorial.
