CRM stands for Customer Relationship Management. With a CRM solution you can keep track of everything you do with your existing and potential customers. It starts with saving all the communication you make with your contacts and clients (email, call, meeting etc.). In addition, all customer data, proposals-quotas submitted, jobs-orders received and tasks assigned to your staff are parts of the CRM system.
MyBasicCRM has thousands of users around the world and supports many different languages. As an industry standard identities of users are not included in our page. For a list of corporate references, feel free to contact us.
No! MyBasicCRM is an internet based solution, built in the cloud. You can login anytime, anywhere.
Thanks to the responsive design you can use all features of MyBasicCRM on your phone. Just log in with Chrome which is installed on your phone and add MyBasicCRM icon to mobile desktop. Now you can start using MyBasicCRM with a single click. Watch the video for details: How do I use MyBasicCRM on my mobile phone?
Simply sign up with your name and email address to enjoy a no obligation, 30 day free trial. You can start using MyBasicCRM unlimited with as many users as you want. Your credit card information is not required for sign-up.
At the end of the 30 day, no obligation trial period, you will be prompted to activate your account. Enter your credit card and payment information securely at this point only if you are 100% satisfied with your MyBasicCRM experience.
Let's say, you are using MyBasicCRM with 3 users. You will pay $8.99 per month for each user on your account, so 3 X 8.99 per month in total. Training, consulting, setup and version upgrades are included in this price.
It is not possible for your data to be passed on to rival companies or to be lost unless you tell someone your password. MyBasicCRM uses SSL connection, a banking standard for the security of your password and your data. Your data and your files are stored in secure servers Hostgator and Amazon and are backed up every night. You can find the server security details at the following links:
Hostgator Security Page
Your subscription payments will be cancelled and your records will stay in the system until the end of the month. You can download the backup of your data from the account page. Your documents will be transferred to a ftp address you provide.
For 24/7 user support, you only need to send an email toinfo@mybasiccrm.com. In accordance with our quality standard, you will definitely be answered within the same working day. You can alse call our office during business hours.
Please first watch this video then read the following note:Video: How to transfer records from Excel?
In some cases, you may also want to import the custom fields from Excel. For example, there is a new custom field named “Client Tax Number” at the MyBasicCRM contact page and you want to put this information in your source Excel file. To do this, follow these steps:
1. Add a new column to the right of the Excel template, next to the 'Note' column on line 5
2. The name of this column should be the same as the custom field name (e.g. Customer Tax ID). Be careful with case of the letters.
3. Paste your data under this column.
You can add new fields according to your needs for a fully functional CRM.
1. Prefer list type fields as much as possible. For example, if you want to see the industry of the client, create a custom field named Industry, choose its type as list and define the possible options (paper, metal, etc.). This way you will minimize errors and your reports will be more reliable.
2. Link the fields to the record types. So the custom field will not be always visible but only when corresponding record type is selected.
3. With the multi option you can enter more than one value to the field on the same page.
Please click to see how it is done. How to edit the module / menu?
MyBasicCRM has a basic bookkeeping feature to keep track of transactions and client balance.
1. You can record the products/services you sell and the collections.
2. You can check the debit balance and transactions on the client page.
3. You can open the client transactions in Excel or send them by email.
4. You can keep cash or bank balance
In this video you will see all these features and how to use on mobile:
Video: Basic bookkeeping with MyBasicCRM
MyBasicCRM runs integrated with the following IP telephony (VOIP) services:
• Placetel
• more soon...
For integration, first of all each user should enter their own extension number.
1. To make a phone call in MyBasicCRM, simply click on the phone icon next to the number on the contact page.
2. For the incoming call, first click on the orange phone icon at the upper right corner.
3. If the number is recorded in MyBasicCRM, the corresponding contact page is opened automatically. If the calling person does not have a record, new contact page open is opened.
4. After recording the new contact, a new activity page is opened to enter the notes of the call or the details of the order received.
You can easily define similar flows to the following examples:
1. You have made a call with your client, recorded the notes and also added a visit task. Call notes should be linked to the following visit task.
2. The new proposals should automatically drop to the task list of the supervisor for approval or an automatic work order should be generated for orders received.
3. You need to create all the tasks of the project with one click.
4. With a campaign plan, you will create emailing, calling and SMS sending tasks on consecutive dates.
5. As a consultant or lawyer you need to calculate all deadlines automatically and recieve reminders.
Please watch this video to see how it's done:
Video: Following tasks, business flows
You can easily access to customer bulk email list in MyBasicCRM.
Once you paste the email list into Outlook, enter the subject and the email text, you can send the email in bulk.
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. Reminding due payments, confirmation for payments made,
3. Notification for balance, contract renewal date, etc.,
4. Reminders for meetings, events.
In order to send an SMS, just let us know the login details of the SMS service you are using.
At this link you will see a live SMS sending example.
Show details for automatic SMS
• I want to see just the activities of yesterday (or just of today), how do I do it?
You can report activities of yesterday (excluding today's activities) by following these steps:
1. Click on the activity menu and start creating a new report using the link located on the right side.
2. Select “Last Date Edited” as the filter, 'in last X days' as the criteria, enter 1 as the value.
3. Click the 'add more filters' link.
4. On the new line, select 'Last Date Edited' as the filter, 'older than X days' as the criteria, and enter 1 as value.
5. Save your report as 'Activities of yesterday'. So you can see activities that were done yesterday without specifying a date.
6. To list the activities of today enter value 0 instead of 1.
• How do I limit reports so that the users can only see their own records?
1. After creating the report, click and open it at the right side. Click the edit button on the left side.
2. Select restricted users.
3. In this repport selected users only see their own records. Other users see everyone's records.
4. If you want to limit all reports in batch, check the Client Representative / Dealer Restriction section at the Account page.
NOTE: If the Client Representative / Dealership restriction is activated, the users can only see their own clients and can not see reports, activities, proposals and orders of other's clients. In this case, you do not need to limit the report.
• How can I list the contacts with no activity?
Let's say there are 1000 contacts, but only 150 of them have activities (phone calls, visits, meetings, etc.)
Other 850 contacts have no activity and you need to list these with one click.
1. On the Contact menu, click the new report/filter link.
2. Select 'Last Activity Date' as the filter.
3. Select “is blank” as the criteria and save the report.
• How do I report recurring dates, such as contract end dates, birthdays?
Listing recurring contract dates every year or upcoming birthdays is very easy.
1. Click the activity menu and start creating a new report at the right side.
2. Select 'Contract Date' or 'Birthday' as the filter. (You must have already created them as custom fields.)
3. Select 'Recurring in X days' as the criteria and enter 14 as the value.
4. Save your report with the name 'Contracts that will be renewed within 2 weeks'.
5. When you click the report, it will list the contract renewal dates within 14 days as of reporting day.
• How can I get summary reports like number customer visits , count of proposals presented, product distribution in quotes,etc ?
MyBasicCRM Excel integration allows you to access the following example tables with one click.
1. Number of daily / monthly customer visits of salespeople .
2. Daily, monthly, annual numbers and total money amounts of proposals submitted.
3. Number of orders/jobs taken on user, product or customer basis.
4. Change in count complaints or change in collection amount total.
5. Any summary table you can imagine.
If you have not made a report on MyBasicCRM before, it is very important that you first watch the ABC video and try creating a few reports:
Video: ABC of reporting
Then watch this video for advanced users.
Video: Summary reports for visits and proposals
Client reps or dealers can only see their own clients and related information, while you can access to all information:
1. Go to Contacts page and click add new button. Open the custom fields window and create a new field. The field may have a name like 'Reseller' or 'Customer Rep'.
2. Select the type as 'list' or 'user' and enter the list options (eg: Reseller A, Reseller B, or Region A, Region B, etc.). If the type is selected as 'user', you do not need to enter the list options, the user names are automatically listed.
3. Go to add the user section at the admin page and add a user or a reseller. Then click the name of the user added.
4. Click 'Limited view & edit' box at the left bottom, select the custom field and select the relevant options (Reseller A, User B, etc.) Finally click save button.
The permissions take effect when the users refresh their page.
• How to prepare online forms for clients like: Order form, service requests, surveys, etc.?
You can send the following example forms to customer and ask to fill them:
1. Order form with product selection and credit card information,
2. Service request form including fault type, device information, etc.
3. Survey form to measure customer satisfaction,
4. Any type of information form that your customer will receive with email and fill.
When your customer fills out the form, all information is automatically recorded into the CRM system.
So you can take orders online, manage service requests or evaluate survey results to measure quality.
Watch this video to see how it's done:
Video: Customer Forms
• How do I integrate my web page into MyBasicCRM?
It is very easy to automatically save the information created by the following sample forms that exists on your company website to MyBasicCRM
1. Maintenance / Service requests.
2. Customer complaints.
3. Records of new contacts who ask for help or information.
4. Any form which is filled on your website.
Click this link to see an example
Show the example
• How to a debit a customer by defining a payment plan, subscription or installments?
For this feature, first watch this video Video: Basic bookkeeping with MyBasicCRM?
Your client may be debited in 2 different ways.
a) Customer balance can be the sum of installments for different months.
b) When the time comes in future, balance increases automatically like subscription.
1. For both of them, first add a type like 'Installment', 'Subscription', etc. to the Activity page and define and 'Amount' field as shown in the video.
2. Then add the first installment or subscription as a completed activity. Thus the first installment/fee will appear on the customer page as a debit balance. If you can not see, watch the video again.
3. Press the Edit button and then Make Recurring Task button. Options should appear on the page.
4. Enter the installment / subscription / payment period (e.g. once a month) and the date of the last payment.
5. The 'Create when time comes' option increases the debt of the customer in the future, when the time comes. Or you can choose the other option.
6. If you enter collection as described on the video, the customer debt decreases.
