Overview
MyBasicCRM brings structure to growing teams by combining essential sales and operational tools into one centralized system. It’s not overloaded with advanced enterprise features, but that’s part of its charm. If your business needs something clean, simple, and reliable to keep things on track, this platform is worth exploring.
Overall Rating
Based on 3 users reviews
4.3
Rating Distribution
Positive
67%
Neutral
33%
Negative
0%
Starting Price
Custom
MyBasicCRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is MyBasicCRM?
MyBasicCRM is a web-based customer relationship management (CRM) platform built to help businesses streamline their client engagement, sales activities, and internal workflows. It enables teams to centralize operations, manage customer data, and coordinate processes across departments within a single system.
By offering adaptable tools for communication tracking and business oversight, it supports growing organizations aiming to improve visibility, strengthen client relationships, and maintain consistency as they scale.
MyBasicCRM Pricing
Disclaimer: The pricing is subject to change.
MyBasicCRM Integrations
The software supports integration with multiple systems and platforms, such as:
- Google Calendar
- Mailchimp
Who Is MyBasicCRM For?
MyBasicCRM is ideal for a wide range of industries and sectors, including:
- Real Estate
- Healthcare
- Software
- Manufacturing
- Insurance
Is MyBasicCRM Right For You?
It is a strong fit for small or growing businesses that need to simplify their operations without investing in multiple tools. If you're tracking customers in spreadsheets, sending invoices manually, or relying on disconnected systems, MyBasicCRM features—like built-in bookkeeping and no-code customization—help unify your workflow. It’s especially useful for teams that need core CRM functions alongside basic financial tools, all in one affordable, easy-to-use platform.
Still doubtful if MyBasicCRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
MyBasicCRM Features
Sales teams can use this feature to oversee the full sales cycle—from lead tracking to generating orders. With tools like a quote calculator and PDF generator, it enables teams to create standardized proposals quickly, speeding up deal closures and ensuring document consistency.
Businesses can use this tool to set automated reminders, task assignments, and approval processes triggered by specific actions. This feature helps maintain process consistency, improves team accountability, and ensures important steps aren’t skipped in daily operations.
This feature enables users to store detailed customer profiles, track all interactions, and log visits using an integrated map—ideal for field operations. It also allows unlimited uploads of documents and images, helping teams centralize and organize customer-related information.
This built-in financial tool helps businesses record sales, monitor collections, and track client balances. It also enables teams to manage essential financial data within the CRM—removing the need for separate bookkeeping software and improving financial visibility.
This module helps administrators assign specific access permissions based on user roles such as branches, dealers, or agents. It enables organizations to protect sensitive customer data, enforce hierarchy-based visibility, and scale operations without compromising security.
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