Using the CRM¶
These pages explain how to do everyday work in BaseCloud CRM, one task at a time. Each page says where to find the feature, who can use it, and what happens when you click.
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Clients & contacts
Find, add, import and update clients, keep their contacts up to date, and tidy up duplicates.
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Notes & Inbox
Assign work, keep on top of what's due, and handle the emails, texts and calls that come in.
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Custom fields
Keep your own information on every client and contact, and decide who sees it.
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Custom tables
Keep lists on each client — equipment, visits, sites — one row per item.
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Quotes & invoices
Quote and invoice clients, take payment online, bill monthly, and keep a Pricebook.
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Email
Email clients from the right address, connect your mailbox, verify your domain, and sort what comes in.
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Calendar
Book meetings, see colleagues' calendars, answer invitations, and sync with Outlook or Google.
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Files
Keep each client's documents in folders, share them, and send PDFs for electronic signature.
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Settings & admin
Add users and teams, set their rights, and set up the account, phones, WhatsApp and connected apps.
Can't see a button or a page?
What you can see and do depends on the rights your administrator gave you, or the team you're working in. Each page has a Who can do this box listing the rights it needs, using the same names as the administrator's Access settings. If something is missing, ask your administrator.
The screenshots come from Neverland Home Services, an invented plumbing, heating and electrical company in Chicago. Every name, phone number and email address in them is made up.