Basic Online CRM

Basic Online CRM

Web-based customer relationship management (CRM)

(3 reviews)

Basic Online CRM Overview

Basic Online CRM is a web-based customer relationship management (CRM) system which helps businesses centrally manage customers and prospects and record all related activities. Flexible configuration and bespoke development help companies record and track current clients and new leads in the pipeline. Document storage and information recording is key to managing successful leads. Other integrated apps, include project, HR, expenses and assets management plus timesheets.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Basic Online CRM Reviews

Overall rating
0/5
67% positive reviews
2
Excellent
0
Very good
1
Average
0
Poor
0
Terrible
Peppa S.

Basic's online timesheet system has quickly become a valued tool for my business.

Reviewed on 2014/02/26
Review Source: Capterra

For a small business operating in the professional services field, it is vital to be able to accurately record the time spent on individual client activities. Before using Basic's online Timesheet system, this was managed via a manual spreadsheet system, which was not only time consuming but open to potential inputting errors.

Now, I can quickly log all activities onto the online system, no matter where I am including related expenses and this creates significant efficiencies for me at the end of each month.
I can also provide a log-in to my freelance associates, so they too can report the time they are spending on specific projects. It has quickly become a valued tool for my business.

Rating breakdown

Ease of Use
Customer Support

Brin J.

Excellent product

Used Weekly for 6-12 months
Reviewed on 2017/03/28
Review Source: Capterra

We use this system to manage over 150 external contractors, it is very easy to use and maintain - highly recommended.

Pros

Ease of use

Cons

I feel there could be automated monthly reporting provided

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Mark G.

Ascot customer

Reviewed on 2017/03/28
Review Source: Capterra

Great cloud based software, intuitive and easy to use. We have been a customer for many years now and rarely had a need for support.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Basic Online CRM Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription

Contact Basic Business Systems for detailed pricing information.

Basic Online CRM Features

  • Activity Dashboard
  • Automatic Notifications

  • API
  • Activity Tracking
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reminders
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Basic Online CRM

Key features of Basic Online CRM

  • Audit management
  • Automatic lead entry
  • Buyer management
  • CRM tools
  • Call center integration
  • Call logging
  • Call management
  • Call response tracking
  • Client tracking
  • Contribution tracking
  • Corrective actions (CAPA)
  • Customer pipeline
  • Customer support
  • Data management
  • Digital asset assignments
  • Disaster risk assessment
  • Email communication history
  • Email drip campaigns
  • Email management
  • Flexible lead assignment
  • Follow-up tracking
  • Historical reporting
  • Household tracking
  • Incident categorization
  • Incoming call management
  • Interaction tracking
  • Knowledge management
  • Lead segmentation
  • Lead tracking integration
  • List management
  • List management
  • Marketing integration
  • Notifications
  • Quality management
  • Relationship cultivation
  • Relationship tracking
  • Response management
  • Sales approval
  • Sales management
  • Scheduling
  • Secure data services
  • Service call management
  • Service renewal notices
  • Staff management
  • Supplier compliance
  • Supplier corrective actions
  • Supplier master data
  • Supplier risk management
  • Supplier web portal
  • Team assignments
  • Telemarketing management
  • Time tracking
  • Vendor maintained profiles
  • Vendor performance rating
  • Vendor qualification tracking
  • Website customization
  • XML / RSS

Benefits

  • Offers bespoke development and integration with other apps.
  • Stores detailed contact and company information in the CRM.
  • Allows users to check activities and outstanding items and reminders at-a-glance from the activity dashboard.
  • Ensures tasks are managed efficiently with automatic notifications and reminders.
  • Basic Online CRM is mobile responsive which gives users the flexibility to work from anywhere, on any smartphone or tablet device.

  • Basic Online CRM FAQs

    Below are some frequently asked questions for Basic Online CRM.

    Q. What type of pricing plans does Basic Online CRM offer?

    Basic Online CRM offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Contact Basic Business Systems for detailed pricing information.

    Q. What are the main features of Basic Online CRM?

    Basic Online CRM offers the following features:

    • Audit management
    • Automatic lead entry
    • Buyer management
    • CRM tools
    • Call center integration
    • Call logging
    • Call management
    • Call response tracking
    • Client tracking
    • Contribution tracking
    • Corrective actions (CAPA)
    • Customer pipeline
    • Customer support
    • Data management
    • Digital asset assignments
    • Disaster risk assessment
    • Email communication history
    • Email drip campaigns
    • Email management
    • Flexible lead assignment
    • Follow-up tracking
    • Historical reporting
    • Household tracking
    • Incident categorization
    • Incoming call management
    • Interaction tracking
    • Knowledge management
    • Lead segmentation
    • Lead tracking integration
    • List management
    • List management
    • Marketing integration
    • Notifications
    • Quality management
    • Relationship cultivation
    • Relationship tracking
    • Response management
    • Sales approval
    • Sales management
    • Scheduling
    • Secure data services
    • Service call management
    • Service renewal notices
    • Staff management
    • Supplier compliance
    • Supplier corrective actions
    • Supplier master data
    • Supplier risk management
    • Supplier web portal
    • Team assignments
    • Telemarketing management
    • Time tracking
    • Vendor maintained profiles
    • Vendor performance rating
    • Vendor qualification tracking
    • Website customization
    • XML / RSS

    Q. Who are the typical users of Basic Online CRM?

    Basic Online CRM has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does Basic Online CRM support?

    Basic Online CRM supports the following languages:

    English

    Q. What type of pricing plans does Basic Online CRM offer?

    Basic Online CRM has the following pricing plans:

    Subscription

    Q. Does Basic Online CRM support mobile devices?

    We do not have any information about what devices Basic Online CRM supports

    Q. What other apps does Basic Online CRM integrate with?

    We do not have any information about what integrations Basic Online CRM has

    Q. What level of support does Basic Online CRM offer?

    Basic Online CRM offers the following support options:

    Online Support, Phone Support