What is MyClientBase?
MyClientBase is a cloud-based customer relationship management (CRM) platform targeted at small and medium-sized businesses. It allows companies to organize their contacts and interactions with customers and prospects to improve sales and marketing.
Key features of MyClientBase CRM include:
- Contact Management: Organize contact details for individuals and companies in one central database that's accessible from anywhere.
- Email Integration: Sync email conversations to appropriate contact profiles automatically.
- Lead Tracking: Track leads through the sales funnel from first contact to closed deal.
- Calendar: Schedule meetings, calls, and tasks and tie them to contacts and deals.
- Reporting & Dashboards: Visual reports and summaries provide insights into sales pipeline and team member performance.
- Mobile Access: CRM data available on iOS and Android mobile apps.
- Custom Fields & Modules: Tailor MyClientBase to your sales process with custom fields, modules, and workflows.
- Third-Party Integrations: Connect other business applications like email marketing, accounting tools, and more.
MyClientBase aims to provide an affordable, user-friendly CRM option to help small businesses organize processes, maximize productivity, and improve customer experience.