Documentation

Collection of useful assets to know MiniCRM better.

FAQ

What is MiniCRM? (Getting started) How can I search for companies, persons, cards and tasks? What do cards consist of? How can I create filters? How can I send mass emails from MiniCRM? How can I bulk edit owners, statuses, and card fields? How can I edit clients' data? How can I delete a contact person? I forgot my password. How can I get a new one? How can I change my email address? A colleague is leaving the company. What should I do?

Topics

Introduction

Getting Started MiniCRM Sales Module Mobile MiniCRM (Android, iPhone, Windows Phone) Today view Pay by Credit Card

Customer Management

Listing Cards Adding New Clients, Cards Structure of Cards, Managing Tasks Managing Client Data Search Filters Import Export Bulk Editing Merge Duplicate Clients Helpdesk Module

Customizing, Settings

Customization Users, Rights Customizing Statuses (processes) Customizing Fields Creating Folders Module Settings

Communication, Emails, Campaigns

Templates (email, task, SMS) Activate and Unsubscribe Email Addresses Email Sending (custom email) Email Sending (mass email) SMS Sending Automated Follow-up (email, task, SMS) Spam Email Addresses and Sent Emails

Reports, Statistics

Analyzing New Leads Closing Rate Statistics Users' Activity Work Time Efficiency Tracking Status Changes Marketing Statistics Email Statistics Email Marketing Efficiency Analyzing All Leads Users' Statistics Additional Reports Analyzing Fields

Forms, Integrations

Forms Installing and Using MiniCRM Android App Integration with Calendars Gmail-Google Apps Integration Add Google Contacts Google Analytics Integration MiniCRM API Invoice API XML Sync