MyBasicCRM user testimonial

Yeşil Holding decided to use MyBasicCRM in sales and customer follow-up of the INNOVIA and ELEXIA projects!
testimonial play
"I definitely recommend"
Tunç Okulmuş - Sales Director
Lebib Yalkın Publications
"We manage customer relationship management very effectively with MyBasicCRM"
Harun Ünlü Board Member - Çukurova Heating Systems
"Either on site or in office it is fun and easy to use MyBasicCRM."
Ömer Dogramaci Sales Manager - Eçözüm Information Technology

Sign up and try 30 days free!

No need to install any software
MyBasicCRM is a cloud based mobile CRM solution
Select your industry to see the CRM specific to you
  • Trade, Manufacturing, Marketing, Import-Export
  • IT, Engineering, Design, Construction
  • Consulting, Training, Communications, Law
  • Real Estate Consulting
  • Professional Services, Events, Fairs
  • Other than these...

FAQs

What is CRM and what does it do?

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.

Where is your reference list?

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.

Do I need to install any software?

No! MyBasicCRM is an internet based solution, built in the cloud. You can login anytime, anywhere.

Can I use it on my mobile phone?

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?

I need to test for 1 month, do you require credit card?

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.

What happens at the end of my free trial?

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.

How much does MyBasicCRM cost? Is there an extra fee?

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.

Where do you keep my contact data? How secure is it? May it go into the hands of the rival firms?

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

What will happen if I give up using?

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.

What about user support?

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.

Tutorial

1. How do I transfer all records from Excel?

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.

2. Some fields are missing fields on the pages, how do I add these fields?

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.

3. How do I activate other modules? How do I add a new menu item?

Please click to see how it is done. How to edit the module / menu?

4. How is basic bookkeeping done? How can I see current balance of my client?

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

5. How do I integrate with an IP PBX or call center?

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.

Show IP telephone video

6. How to define following tasks, automatic reminders and business flows?

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

7. How to send bulk email or automatic SMS?

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

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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

8. How to do reporting? How to export data to Excel

• I want to see just the activities of yesterday (or just of today), how do I do it?

• How do I limit reports so that the users can only see their own records?

• How can I list the contacts with no activity?

• How do I report recurring dates, such as contract end dates, birthdays?

• How can I get summary reports like number customer visits , count of proposals presented, product distribution in quotes,etc ?

9. How to restrict client representatives or dealers?

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.

10. Show other advanced features.

• How to prepare online forms for clients like: Order form, service requests, surveys, etc.?

• How do I integrate my web page into MyBasicCRM?

• How to a debit a customer by defining a payment plan, subscription or installments?