BuddyCRM Support

Help Topics

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  Home Page

  An overview of the Home Page of BuddyCRM including the Activities, Overview and Analysis areas.
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  Search

  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.
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  Record

  Records in BuddyCRM are your customer Leads and Accounts. You might like to think of them as the companies you deal with. Learn more about creating, editing and managing the data in the Records.
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  Lead

  We have now created separate modules for some of our areas within BuddyCRM. Take a look at our Leads module which will allow you to search, quick edit and view Leads.
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  Account

  We have now created separate modules for some of our areas within BuddyCRM. Take a look at our Account module which will allow you to search, quick edit and view Accounts.
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  Opportunity

  We have now created separate modules for some of our areas within BuddyCRM. Take a look at our Opportunity module which will allow you to search, quick edit and view Opportunities.
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  Calendar

  The calendar is the heart of a sales persons busy life. Here you can view all of what the calendar module can do to help you.
• Reports

  Learn about the various BuddyCRM reports. How to report on any field, how to build activity and sales reports, and how to schedule reports to send to your inbox regularly.
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  Cases

  Cases are enquiries from your customers. Learn how to open a case, assign it to another team member, and edit and close them.
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  Product

  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.
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  Quote

  Quotes are your response to a customer query for your products and services. Learn how to create a quote with your very own products on and how to edit the quote.
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  Manager

  Find out how to use the manager module to add, view and keep track of the Sales Teams KPI's.
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  BETA Marketing Suite

  Our BETA Marketing suite is full of fantastic features to create the perfect email or landing page to suit your target audience. Learn how to create the perfect marketing email and how to set up your sub domain.
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  Marketing

  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.
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  Admin

  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.
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  iOS Mobile App

  The BuddyCRM iOS app is the perfect way to manage your sales and clients while you're out on the road.
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  Useful Links & Documents

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  Still Need Assistance?

  Still Struggling to find what you are looking for? Contact Us