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An overview of the Home Page of BuddyCRM including the Activities, Overview and Analysis areas.
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.
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.
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.
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.
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.
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.
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.
Cases are enquiries from your customers. Learn how to open a case, assign it to another team member, and edit and close them.
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 with your very own products on and how to edit the quote.
Find out how to use the manager module to add, view and keep track of the Sales Teams KPI's.
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.
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.
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.
Useful Links & Documents
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