Name: Basic Online CRM
Author: Basic Business Systems

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Service Mesh

Development

Alumni Management

School Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enhanced 911 (E911)

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Cloud Cost Management

Cloud Storage

Database Performance Monitoring

Email Verification

Fraud Detection

IP Address Management (IPAM)

IT Asset Disposal

Integration Platform as a Service (iPaaS)

License Management

Low-Code Development

Managed IT Service

Master Data Management (MDM)

Network Diagnostics

Network Performance Monitoring

Network Simulation

NoSQL Databases

Rack Servers

Tape Storage

Wireless LAN

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Digital Rewards

Email Marketing

Marketing Automation

Online Proofing

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video Editing

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Consulting

Sales

API Security

File Integrity Monitoring

Security Orchestration, Automation and Response (SOAR)

Security

Animation

Construction Management

Debt Collection

ID Card

Last Mile Delivery

Municipal

Vertical-Specific

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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.

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Basic Online CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Basic Business Systems

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Basic Online CRM

Overview

What is Basic Online CRM?