--- title: "MyBasicCRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about MyBasicCRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/211535/MyBasicCRM/" page_type: "product" language: "en" --- # MyBasicCRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) MyBasicCRM ## What is MyBasicCRM? MyBasicCRM is a customizable yet easy CRM platform that offers sectoral solutions with an all-included single plan. Users can manage contacts, orders, quotes, products, teams & leads. MyBasicCRM offers integrations to major accounting solutions, social platforms, marketing and lead generation tools, call centers, PBX, ERP systems. ## What is MyBasicCRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Nonprofit CRM](https://www.capterra.com/nonprofit-crm-software/)[Insurance CRM](https://www.capterra.com/insurance-crm-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $8.9 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for MyBasicCRM?[Manage this product listing](https://www.g2.com/products/mybasiccrm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### MyBasicCRM 4.3 (3) VS. [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $8.9 Per User, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.2 (912) Value For Money 4.3 (3) Value For Money 4.3 (831) Customer Service 4.3 (3) Customer Service 4.1 (851) ## MyBasicCRM alternatives [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.4 (226)](https://www.capterra.com/p/227088/Salesforce-Starter/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) ## FAQs about MyBasicCRM Overview ### What company size and specific industries is MyBasicCRM built for? MyBasicCRM is designed for small to medium-sized companies that need a CRM for customer relationship management. It is aimed at general business use rather than a specific industry, making it a fit for organizations across a range of sectors that want basic CRM functionality. Features and Usability ### What are the key features of MyBasicCRM? MyBasicCRM offers CRM, contact management, lead management, and opportunity management for sales tracking. It also includes email marketing, communication management, appointment scheduling, workflow automation, and reporting/analytics. Additional features include accounting, proposal generation, document storage, calendar sync, access controls/permissions, and third-party integrations. Getting Started and Support ### What training and onboarding options does MyBasicCRM offer? MyBasicCRM provides in-person training, live online sessions, documentation, and videos. In-person training supports direct instruction, live online sessions allow remote guided learning, documentation offers written reference material, and videos provide visual walkthroughs for users reviewing features and setup steps. Getting Started and Support ### What customer support options does MyBasicCRM offer? MyBasicCRM provides Email/Help Desk, FAQ/Forum, and Phone Support. Support is presented through direct contact and self-service resources, giving users multiple ways to get assistance when needed. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) MyBasicCRM includes **Customer Database**, giving teams a central place to store and review customer records. However, it does not offer **Data Security** or **Real-Time Data**. Instead, it provides other features that reviewers also rate as important, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). These features help businesses organize contact details, find records faster, and manage ongoing customer interactions, allowing teams to keep sales and relationship data easier to access and use. Contact Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Calendar/Reminder System 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks Email Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Interaction Tracking 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Lead Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Reporting/Analytics 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data MyBasicCRM 49 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Product Catalog: Present a catalog of inventory that customers can view - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (3) 4.3 Based on 3 reviews ## Pricing Value for money 4.3 (3) Free Trial Basic $8.90 Per User,Per Month Value for money 4.3 (3) 4.3 Based on 3 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (3) 4.3 Based on 3 reviews ## User reviews Overall rating 4.3 Based on 3 reviews Filter by rating 5(2) 4(0) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Account Director Marketing and Advertising ### "A CRM available to everyone" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 July 4, 2022 Pros What I value most is the simplicity when implementing it and using it for small projects Cons I see many limitations when your project grows and takes on a certain size. It lacks some more advanced features that you can find in other software Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing MyBasicCRM Price Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PR Paul R. Owner Mining & Metals ### "Fantastic support, best in class pricing and superb customization without being too complex." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 17, 2020 Superb experience. Excellent value for money, fantastic support and ease of use. Pros I love the support, the tech staff really helped setup the software with amazing focus and energy. Cons There is nothing to dislike, really. Every feature I could ask for, their tech support staff were willing to find a solution. Switched from [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) Need something more flexible and with more features, plus of course price. Maximizer's price was not bad but MyBasicCRM was more cost effective. Both CRM's are better priced than Salesforce! Reasons for choosing MyBasicCRM Cost and the ability to be custom were good! MyBasicCRM comes without the complexity that makes adoption difficult to enforce with other softwares. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MD Mehmet D. GM Biotechnology ### "my basic experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 29, 2020 super indispensable for me anymore Pros Adding custom fields according to my own business and getting reports Cons I wish there were suggestions for special areas according to the sectors, I add every feature I need. Alternatives considered [TeamGram](https://www.capterra.com/p/167763/TeamGram/) Reasons for choosing MyBasicCRM price and contact Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.