Last Updated
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 Management
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.
Workflow Automation
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.
Contact Management
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.
Basic Bookkeeping
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.
Role-Based Access
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.
Pros And Cons of MyBasicCRM
Pros
Supports custom fields and reporting based on business needs
Simple to implement for lightweight or small-scale CRM use
Enables flexible customization without added system complexity
Cons
Feature set lacks scalability for larger, more complex projects
No built-in industry-specific field suggestions or templates
MyBasicCRM Reviews
Total 3 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars0%
3
Stars33%
2
Stars0%
1
Stars0%
Share your experience
Marketing and Advertising, 51-100 employees
Less than 6 months
“Anyone can use it”
Pros
What I like the most is how simple it is to implement and use especially for smaller projects.
Cons
As your project grows and reaches a certain scale I notice many limitations. Also it is missing some of the more advanced features you can find in other software.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
6
Functionality
6
Mining & Metals, 11-50 employees
Less than 6 months
“Provides the best support”
Pros
I really like the support as the tech team was very helpful in setting up the software for us with great attention and enthusiasm.
Cons
There is honestly nothing to dislike. For every feature I needed their tech support team was always ready to find a solution.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Biotechnology, 11-50 employees
More than a year
“Satisfied with the services”
Pros
Well the ability to add custom fields customized to my business and generate reports is something I like the most.
Cons
I would love if there were pre-set suggestions for specific sectors but I am able to add all the features I need myself.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
8
Frequently Asked Questions
What level of support does MyBasicCRM offer?
It offers support through phone and email.
What other apps does MyBasicCRM integrate with?
MyBasicCRM software integrates with tools like Google Calendar, Mailchimp, Facebook, Instagram, and WhatsApp.
What language does MyBasicCRM support?
It supports English and Spanish languages.
Does MyBasicCRM have a mobile app?
No, it does not have a mobile app.
What types of pricing plans does MyBasicCRM offer?
MyBasicCRM price is just $8.90/user/month. Contact us for a personalized MyBasicCRM cost estimate.
Who are the typical users of MyBasicCRM?
It is designed for businesses across various industries, including real estate, healthcare, software, manufacturing, and insurance.
Does MyBasicCRM offer an API?
Yes, MyBasicCRM offers an API for custom integrations.