MyBasicCRM
MyBasicCRM simplifies customer relationship management with a user-friendly interface. It enables automated email and SMS notifications for various activities, such as service updates and payment reminders. Users can integrate accounting solutions, social platforms, and marketing tools, ensuring efficient management of leads, tasks, and client interactions while maintaining data security.
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Top MyBasicCRM Features
- 5-step setup guide
- Automated email notifications
- SMS notifications for activities
- Task linking for activities
- Automatic task generation
- Basic bookkeeping features
- Integration with accounting software
- VOIP and cloud PBX support
- Call history tracking
- WhatsApp message templates
- Bulk SMS sending capability
- Email list management
- MailChimp integration for campaigns
- Social media lead tracking
- Customizable user access controls
- Automated payment reminders
- Deadline calculations and reminders
- Integration with website forms
- Lead assignment automation
- Secure data management practices
