Getting Started

What is MiniCRM?

MiniCRM is a cloud-based CRM system that helps small and medium-sized businesses efficiently manage their sales, projects, and invoicing processes. It’s designed to streamline day-to-day tasks, automate follow-ups, and improve collaboration across teams.

What Does MiniCRM Offer?

With MiniCRM, you can:

  • Access customer and opportunity data anytime, from anywhere
  • Use the system through any browser, independent of platform
  • Track every stage of your sales and project execution processes
  • Issue and store invoices quickly and securely
  • Automate recurring tasks and follow-ups

Modules

MiniCRM provides built-in modules specifically designed to support key business functions:

  • Sales
    Manage incoming leads, customer communication, and guide opportunities toward successful deals. Follow every step of the sales process with a traceable pipeline—from first contact to win or loss.

  • Project Management
    Oversee tasks and service delivery after a deal is closed. Ensure all promised deliverables are completed on time with transparent tracking and coordination.

  • Invoicing
    Create, issue, and archive real invoices, offers, and proformas using the built-in invoicing module, all linked to your sales or project workflows.

All modules are highly customizable, and the system can grow and adapt as your business evolves.

Cards (Opportunities, Projects, Tickets)

Each customer interaction is recorded on a card. These cards capture:

  • Customer and project data
  • Status of deals and projects
  • Assigned users
  • Emails and notes
  • Related tasks, files, and history

Fields

On each card, you can store essential customer data through fields. These fields are customizable and filterable, making reporting and segmentation easier.

Statuses

Statuses represent different stages of your business process—for example: “New Lead”, “Negotiating”, “Won”, or “In Progress”, “Completed” for projects.
Cards can be moved step-by-step based on your defined process.
More info: Statuses

Tasks and Assignments

Tasks can be set inside cards to follow up or complete necessary actions. Every card has an owner, and each task has a task assignee responsible for execution. Assignments can be automated or manually set.
More info: Tasks

Filters

You can easily filter cards or customers based on field data (e.g., status, tags, ownership). Filtered results help you send bulk emails, apply follow-ups, or export customer data.
More info: Filters

Email & Task Templates

Avoid repetitive work by creating reusable email, SMS, and task templates. These can be customized using dynamic variables such as `` to personalize content.
More info: Templates

Automated Follow-Up

You can create automated follow-ups that trigger email/sms messages or tasks according to set conditions or time delays.
Read more: Automation basics

Web Forms

Embed web forms into your website to allow customers to submit inquiries or quote requests. Submitted form data is stored automatically on a new or existing contact card.

Reports

Use built-in reporting tools to assess:

  • Sales performance
  • Task management efficiency
  • Revenue vs. pipeline status

Adding New Users

Invite all relevant team members so they can track deals, complete tasks, and access customer information.

Importing Data

You can import customer data from Excel spreadsheets directly into MiniCRM.