MyBasicCRM

MyBasicCRM is a CRM software designed to assist businesses in managing customer interactions and streamlining sales processes. According to the vendor, the software offers a user-friendly interface that aims to be intuitive and easy to navigate. It focuses on simplicity to cater to users with varying levels of technical expertise, potentially reducing the need for extensive training.

Easy-to-Use Interface: According to the vendor, MyBasicCRM provides a user-friendly interface designed for ease of use. It aims to be intuitive and straightforward, accommodating users with different levels of technical expertise. The vendor suggests that users can quickly learn and adapt to the system, potentially minimizing the need for extensive training.

Contact Management: MyBasicCRM allows users to efficiently manage contacts and clients. Users can add new contacts, create custom contact types, and include custom fields for different contact categories. The software supports importing contacts from Excel files, facilitating the migration of existing data. Users can link contacts to organizations and customize person and company pages.

Activity and Task Management: MyBasicCRM enables users to create follow-up tasks, automatic reminders, and business flows. Users can define different activity types, such as phone calls or meetings, and set due dates and successors. Activities are linked to contacts, simplifying task tracking and management. Users can view and edit activities through the calendar feature.

User Access Control: According to the vendor, MyBasicCRM allows users to restrict access to client representatives, resellers, or branches. Users can create custom fields to define access restrictions based on user roles or contact types. This feature ensures that users can only access and modify information relevant to their specific clients or branches. Access rights can be easily managed and customized for different users.

Automated Notifications: MyBasicCRM offers the capability to send automated emails and SMS messages to contacts. Users can define specific actions that trigger notifications, such as service order details or meeting dates. The software allows users to create email templates and track delivery and read statuses. Users can assign follow-up tasks based on the received notifications.

Client Account Balance: MyBasicCRM provides basic bookkeeping capabilities, allowing users to create payment activities and associate them with client profiles. Users can track client account balances and record received payments. The software supports integration with other accounting software, potentially facilitating seamless financial management.

Email List Management: MyBasicCRM enables users to generate email lists of their contacts efficiently. Users can filter and sort contacts based on various criteria to create targeted email lists. The generated email lists can be exported and used with preferred email clients. Users can also identify contacts without email addresses and create multiple customer lists based on different filters.

Mailchimp Integration: MyBasicCRM integrates with Mailchimp, an email marketing platform. Users can filter contacts and send emails to different groups directly from MyBasicCRM. The software allows users to prepare email templates and track delivery and read statuses. Users can assign follow-up tasks to their team members based on the responses to the sent emails.

WhatsApp Integration: MyBasicCRM integrates with WhatsApp, enabling users to initiate conversations with contacts. Users can send messages directly from MyBasicCRM or save messages as activities for future reference. The software supports message templates and automatically inserts contact names into messages. Users can view message history on contact pages for easy tracking and follow-up.

Webform Integration: MyBasicCRM allows users to integrate webforms from their websites. Users can create custom contact and activity types specifically for webform submissions. The software captures webform submissions as leads and assigns automated tasks for follow-up. This feature streamlines the process of capturing and managing leads from webforms.