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Is BuddyCRM all new to you? This is the place to start.
An overview of the start page of BuddyCRM including the Activities, Analysis and Tables sections.
Records in BuddyCRM are your customer accounts and leads. You might like to think of them as the companies you deal with. Learn more about creating, editing and managing the data in your Records here.
BuddyCRM has a a powerful search function letting you search through contacts, companies, cases and opportunities live from the search bar. Learn more about how to expand search with the Buddy Query Language system called PAL.
The calendar is the heart of a sales person's busy life. Learn how to schedule activity to it, see other team members calendars and edit your diary.
Cases are enquiries from your customers. Learn how to open a case, assign it to another team member, and edit and close them.
Learn about the various BuddyCRM reports including the in-built account and lead reports, sales reports and discover how to build your own reports.
Your Products are the items you sell in your company. Learn how to add new products to your catalogue, add pictures, and assign your own custom fields to describe them.
Quotes are your response to a customer query for your products and services. Learn how to create a quote from your products, add additional information and send out to your contacts.
BuddyCRM lets you market to your contacts via email. Learn how to connect your emails to BuddyCRM, record campaigns, and use third party systems like Pure360 and Mailchimp to email your marketing campaigns.
Find out how to use the manager section to view your team calendar and see all activities of the sales team.
Set BuddyCRM up how you want it to work. Learn how to import mass contacts, set up external data links and add custom fields plus much, much more.
iOS Mobile App
The BuddyCRM iOS app is the perfect way to manage your sales and clients while you're out on the road.
Find out more.
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