• Key Features

    We’ve made sure that we’ve kept the essential features from the BuddyCRM web browser in our app. Adding leads, accounts and activities: Just like when using BuddyCRM on your computer, clicking the plus button will allow you to create records and activities. The Action Button can be found in the…

  • Getting Started

    To download the BuddyCRM app, go the iOS app store and search for BuddyCRM and hit download. Once installed, head into the app and enter your login details. These are exactly the same as your details for the web version of BuddyCRM. Once you have logged in, you will be…

  • How to Contact Support

    Still confused? If you can’t find the answer you need in the knowledge base, please open a support ticket from here – Alternatively you can call, the BuddyCRM support team on 0121 208 0808.

  • Introduction to Product

    BuddyCRM allows you to manage your product inventory from within the application. Furthermore, this product inventory can be used to link to Sales Opportunities (to track which which product a particular opportunity relates to) and to produce quotations. To access, click on the PRODUCT tab at the top of the screen….

  • Introduction to Admin

    We have done our best not to make the ADMIN area boring but it does deal with some mundane stuff, even if vitally important. Read through the supplementary articles to find out how to add users, customise fields, set access privileges and much more. When you are a BuddyCRM administrator…

  • Introduction to your Calendar

    Select the Calendar icon  from the Buddy Bar in BuddyCRM. The current month will be displayed and will show all of your current and completed activities. Any activities shown in blue have not been completed, any in grey are completed activities. Should you wish to view a list of your current…

  • How to… PAL Search in BuddyCRM

    PAL Search There are two ways a user can run a PAL search query in BuddyCRM – Basic and Advanced. There is an easy to use PAL search for everyday operations. We’ve called this “Basic PAL” search. Basic PAL provides user-friendly filters that let you define complex queries without needing to…

  • How to … Reset a Password

    To change your default password provided in your subscription details, click your initials in the top right hand corner and select passwords. In the following window please enter: Current password New Password Confirm new password Select submit

  • How to … Auto Schedule Activity

    To auto schedule an activity following the close of an opportunity follow this process: On your home screen select Admin > Customisation > Auto Schedule Activity. This example will show how to auto schedule a call once an opportunity has been closed. To do this select Call from the dropdown…

  • Add Custom Fields to Products

    You can add custom fields to products to store data relevant to your business. These can be added through the ADMIN portal rather than requiring modifications or code-level changes. Go to the DATA MANAGEMENT dropdown in ADMIN and select Custom Fields. Then, from the dropdown on the page that appears,…