Basic terms and definitions

What is MiniCRM?

MiniCRM is a project-based online CRM (Customer Relationship Management) system which supports

  • sales processes
  • helpdesk activities
  • marketing tasks
  • and project management.

This solution effectively contributes to provide service for new customers and contact them, turning customers to regulars while ensuring an active cooperation with them.

By storing and managing completed and current tasks, it supports:

  • the exploitation of sales opportunities,
  • the processing of customer service applications,
  • the conduct of marketing campaigns,
  • management of general and special business processes, and project management,
  • the follow-up of invoices,
  • the performance of comprehensive analysis and reports.

What does MiniCRM offer?

By using MiniCRM, you can access the details of existing and potential customers

  • via all known browsers
  • independently from platforms
  • from anywhere
  • and anytime.

You can organise your tasks, and customers by using Filters and managing tasks in separate Modules according to the company’s scope of activity, and the types of products and services offered by your company.

Statuses in each module stand for the consecutive steps of a business sequence, and define the next partial goal that have to be attained to achieve the final goal of the given project, and/or show the result of the next task(s).

You can assign various tasks to your colleagues and control the activity of the Owner who is responsible for the tasks.

Reports are made based on information recorded manually on Cards (Opportunity, Ticket, Project) and information collected via Web forms. As a result you can get a comprehensive picture of the positive and negative business impacts of your decisions.

Contacts can be managed on cards.

By setting Follow-up sequences you can send circular notes. By using Templates, your e-mail messages can be fully customised according to your company’s image.


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 the administration of services, subscriptions and training activities continuously available at your company.

Helpdesk module

Ticket management supports the phone-, e-mail based or personal customer service/helpdesk activity.

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. Later on the number of Modules can be further extended, and the module settings can be modified according to the changes occurring within your company.


According to the philosophy of MiniCRM, sales is a process, whereby leads are moved step by step to actual purchase and the one-off customers are turned into regular customers. At every step you are trying to sell the next step and not immediately the final product.

Make it sales, customer service activity, general project or marketing tasks, the goal in every case is to support our customers in order to successfully move forward within the process by consequently and gradually accomplishing all related business tasks.

The sequences of this process are called statuses.

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 can be customized.


To every card and task belongs an owner who can be assigned even automatically. Owners are responsible for the completion of the business transaction. Tasks can be assigned to other users as well, not only to the owner of the card.


The contact details of the related company, contact persons.


It is easy to create filtered lists of cards/customers based on information stored on cards and contact details. To filtered customers you can send mass messages and set follow-up sequences.


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.

Follow-up sequence

By setting follow-up sequences, you can assign tasks to users and send customized messages to a certain group of customers so you can address our existing and potential customers directly and in a targeted manner.

Web forms

By inserting forms into your website, your customers can easily subscribe to your newsletter, can request a call or an offer via your website and data can also be updated on the customer’s card.


By analyzing reports, you can examine, for example, the users’ efficiency and into which marketing channels it is worth to invest more.