Name: MyBasicCRM
Price: 8.9 USD
Author: MyBasicCRM

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Development

Business Intelligence (BI)

Collaboration

Diagramming

Project Portfolio Management

Supply Chain Management

Enterprise

Accounting

Invoicing

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Infrastructure

Data Center Infrastructure Management

Data Lakehouse

Data Observability

Data Privacy Management

Database Load Balancing

Ethernet Switches

File Sync and Share

Fraud Detection

Integration Platform as a Service (iPaaS)

License Management

Log Management

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

NoSQL Databases

Packet Analyzer

Password Management System

Remote Support

SOA Governance

Single Sign-On

Smart Contracts

Solid State Drives

Threat Hunting

Threat Intelligence

Virtual Private Cloud (VPC)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Creative Collaboration

Customer Success

Digital Content Creation

Digital Signage

Email Marketing

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Sales

Construction Management

Equipment Rental

Homeowner's Association (HOA) Management

InsurTech

Insurance Suites

Investment Portfolio Management

Tax Practice Management

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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.

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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.

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.

Security

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.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

MyBasicCRM

Overview

What is MyBasicCRM?