Getting Started

What is MiniCRM? -------------------- **MiniCRM** is a **project-based online** CRM (Customer Relationship Management) **system that supports** - sales processes, - helpdesk activities, - marketing campaigns, - project management, - the follow-up of invoices, - creating comprehensive analysis and reports. What does MiniCRM offer? ---------------------------- By using **MiniCRM**, you can access data of existing and potential **customers** - via all known browsers, - independently from platforms, - from anywhere, - and anytime. ### Modules Depending on the scope of activity, MiniCRM offers 6 different module templates: - Sales - Transactional revenue - Recurring revenue (subscriptions, continuous services) - Helpdesk - Projects - Invoices **Sales module** Designed for managing sales of higher value and retail products and services. **Transactional revenue module** Designed for managing the sales of valuable products and services. **Recurring revenue (subscriptions, continuous services) module** Designed for administering services, subscriptions and training activities continuously available at your company. **Helpdesk module** It supports you in customer service activities by managing Tickets. **Project module** It serves as a starting point in managing general tasks and creating new modules. **Invoice module** The built-in invoice program of MiniCRM. It can be used for issuing and storing invoices, offers and proformas. All modules **are customisable**. The **number of modules can be extended**, and settings can be modified according to the changes occurring within your company. For more information, see: [**Module Settings**](/help/modules/) ### Card (Opportunity, Ticket, Project) On **cards** you can record **information and tasks** related to your customers and relevant events. Information can be stored in fields that are customizable. ### Owner, Task assignee To every card belongs an owner and to every task belongs a task assignee. They can even be assigned automatically. Owners are responsible for the completion of the business transaction and task assignees are responsible for exeuting the task. Tasks can be assigned to other users as well, not only to the owner of the card. For more information, see: [**Users, Rights**](/help/users-rights/) ### Statuses Statuses reflect the steps of your company’s sales process in which leads are moved step by step towards the actual purchase and one-off customers are turned into regular customers. The goal is to proceed to the next step. For more information, see: [**Customizing Statuses (processes)**](/help/statuses/) ### Tasks You can add tasks on cards. A task assignee is assigned to every task, who is responsible for executing it. Tasks that were marked as finished can be seen under History. For more information, see: [**Structure of Cards, Managing Tasks**](/help/cards/#Managingtasks) ### Fields Fields are used for storing relevant information on cards. Some card fields are set in MiniCRM by default as a recommendation. Later you can customize them according to your needs. You can also filter field values, and reports can be created based on them. For more information, see: [**Customizing Fields**](/help/fields/) ### Filters It is easy to filter cards/customers based on information stored on cards and contact details. You can send mass messages to the created list of customers and set follow-up sequences, and you can also export data from MiniCRM. For more information, see: [**Filters**](/help/filters/) ### Templates You can create **e-mail, sms and task templates** so you don’t have to write the same Email/SMS message again and again. By inserting variables, you can personalise your messages. For more information, see: [**Templates (email, task, SMS)**](/help/templates/) ### Follow-up sequence By setting follow-up sequences, you can assign tasks to users and send customized messages to a certain group of customers. This way you can address your existing and potential customers directly and in a targeted manner. For more information, see: [**Automated Follow-up (email, SMS, task)**](/help/automated-follow-up/) ### Web forms By inserting forms into your website, your **customers can easily subscribe to your newsletters**, can request a quotation via your website, and data can also be updated on the customer's card. For more information, see: [**Forms**](/help/forms/) ### Reports By analyzing reports, you can examine, for example, the users' efficiency, and into which marketing channels it is worth investing more. For more information, go to []( > Reports, Statistics topic. Adding new users --------------- It is recommended to add all colleagues to the system, who are involved in sales so they can find all necessary information required for their work. For more information, see: [**Users, Rights**](/help/users-rights/##Addingnewusers) Adding new opportunities, importing ------------------------------------ It is possible to import data into MiniCRM from Excel sheets. For more information, see: [**Import**](/help/import/) Questions ------------- If you have any questions, please contact our helpdesk by sending an email to []( or clicking on the **Need help?** button. *“(Company) data shown in pictures were only created for testing.”*