Until today Bamya CRM was, in all but name, a beta. From today it is not: the CRM is the part of Bamya we stand behind as finished, and it stays free for one person.
What it holds now:
- your companies and the people there, each a Prospect, a Customer or Inactive, with a Source, as a list or a Board;
- deals through your own pipeline templates, straight or with branches, and the New pipeline wizard to make the first one;
- each customer's Finance tab, with their subscriptions, their payments, pro-forma invoices and an AI insight;
- tasks and reminders, with a calendar and a Board;
- adding companies and people from a LinkedIn profile, an e-mail signature, a photo of a business card or a spreadsheet;
- Help, the AI assistant, with AI credits every month, and See How demonstrations on many screens;
- Export to CSV on every list, the Community and Your LinkedIn year.
The Beta mark stays where something is new: on Finance and Care, whose public beta starts today, and on a few newer parts inside the CRM, such as Rules.
If something does not work as it should, the Bugs tab of the Community is where to tell us.