Basic Online CRM

Basic Online CRM is an online software solution designed for contact management and customer relationship management. It is tailored to meet the needs of small to medium-sized businesses in various industries. According to the vendor, Basic Online CRM offers a range of features that can streamline business operations and enhance customer interactions.

Key Features

Activity Centre & Dashboard: According to the vendor, Basic Online CRM provides a dashboard and activity center that allows users to stay organized and never miss a call-back. Personalized reminders are displayed on the dashboard or CRM home page, providing a quick glance at activities, outstanding items, and reminders. Users can also access all Basic Online applications conveniently from a single dashboard.

On the move, CRM anywhere: Basic Online CRM is a web-based solution that can be accessed from any device, including smartphones, tablets, laptops, or desktops. The vendor claims that the software responsively adapts to different devices, providing a seamless user experience. This allows users to access their CRM data anytime and anywhere, whether they are at work, in a café, or at home.

CRM Add-Ons: According to the vendor, Basic Online CRM offers the ability to add complementary features or integrate full-blown apps to enhance contact management. Users can choose from a range of options, including Service/Help Desk, Project Manager, Asset Manager, and Themes and skins. The CRM system can also be customized to match the company's branding and seamlessly integrate with the website or intranet.

Safe and secure CRM data: Basic Online CRM utilizes firewall technology to create a protective perimeter around data, preventing unauthorized access and attacks. The vendor claims that the software ensures the security of data communications through multiple parallel Virtual Private Network (VPN) connections.

Hosted and On-Premise: Basic Online CRM offers a cloud-hosted option with a data center located in the UK. The vendor owns and runs all the necessary hardware, software, and facilities. Alternatively, users can choose an on-premise deployment on their own servers or manage a local Private Cloud, giving them full control over their CRM environment.

Offline working: Basic Online CRM provides an offline client installation option, allowing users to work without an internet connection. According to the vendor, changes and updates made offline are synchronized with the Private Cloud once the connection is restored.

Store very detailed information on contacts and companies: Basic Online CRM allows users to store and link comprehensive information on contacts and companies. The vendor claims that users can capture and store all correspondence history, including emails, letters, faxes, and telephone conversations. Contacts can be classified and searched based on various criteria such as interest or purchase power.

View contacts in different ways: According to the vendor, Basic Online CRM enables users to view contacts in different ways. Users can instantly see contacts within the same company and identify their buying power. Contacts can be viewed based on parameters such as Company, Account Manager, Region, and more.

Store contact preferences and set reminders: Basic Online CRM allows users to store contact preferences such as callback reminders and product interests. According to the vendor, users can set reminders for call-backs and individual notes. Additionally, images can be added to contacts for easy identification.