Please watch our short tutorial videos to start using now.

Please click Support Ticket Module to see how you can do.

MyBasicCRM has a basic bookkeeping feature to keep track of transactions and account balance.

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 Excel file or send by email.

Please write to info@mybasiccrm.com for more information

MyBasicCRM is integrated with all major PBX services

1. To start a call on MyBasicCRM, simply click the phone icon next to the telephone number on the contact page.
2. For incoming calls, first push the orange telephone icon at the top.
3. If the calling number exists in MyBasicCRM, the corresponding contact page will be opened automatically. If the calling person does not have a record, a new contact page will be opened.
4. After saving the new contact, a new activity page is opened to enter the call details.

Please write to info@mybasiccrm.com for PBX settings

You can easily set rules like these examples:

1. You have made a call with your client, recorded the notes. You may add a following visit task linked to the call.
2. The new proposals automatically drop to the task list of the manager for approval or an automatic task is generated for orders received.
3. You may create all the tasks - steps of a project with one click.
4. As a consultant you need to calculate all deadlines automatically and recieve reminders.

You can easily access to customer email addresses in MyBasicCRM.

Once you paste the email list into Outlook, enter the subject and the email text, you can send the same email to your list. You can see the list of customers who do not have an email address. You can create many customer lists based on different filters
Show details for bulk email

It is easy to send individual or bulk SMS to your customers within MyBasicCRM . Examples: 1. Celebrations for new year, special days, birthdays, etc.,
2. Reminders for due payments, confirmations for collections,
3. Notifications for balance, contract renewal date, etc.,
4. Invitations for meetings, events.

In order to send an SMS, just send us the login details of the SMS service you are using.
SMS sending example

Please click Reporting in MyBasicCRM to see how you can do.

Client reps or users in branches can only see their own contacts, while you can access to all contacts:

1. Open page wizard at the Contacts page, add a new 'list' or 'user' type field according to your needs. The field heading can be 'Authorized Reseller' or 'Customer Rep'.
2. Enter the list values (eg: Reseller A, Reseller B, or East Region, West Region etc.). In case of the field is selected as 'user' there is no need to enter the list options, the user names are automatically listed
3. Go to users section at the account page and add the user or reseller. To give permissions click the name of the user.
4. Click 'Limited view & edit' box, select the custom field, select the appropriate option (e.g. Dealer A or User B), and click save button

Permission is activated when users refresh their main page