Welcome to bstarCRM, your ultimate business process streamlining solution. Centralize customer data, automate tasks, and enhance client connections effortlessly: Centralized Data: Access and update customer profiles in one place for efficient service. Custom Workflows: Automate tasks with tailored...

Leads Overview Leads are your business opportunities. They are the contact information of people or organizations that have expressed an interest in your company’s product offering. Your organization can then use further marketing and promotional tools to convert those potential customers into paying...

Overview Clients are reluctant to commission a project when the cost is unknown. This is where cost estimates can help you generate more work. Estimates help the client to understand what sort of budget is required for the work that they want to be undertaken. bstarCRM enables you to create estimates,...

  Managing your projects is very easy and intuitive. The place to start is the Project List Page. You access this page via the main menu: :: Main Menu > Projects From this page, you are able to view and do the following: (1) Create a new project (2) Edit an existing project (3) Delete...

Subscription Plans In order for you to create a new subscription inside your CRM, you will first need to create the subscription plans, inside your Stripe dashboard. These plans/packages are called Products, inside your Stripe dashboard. #The steps below show you how to create new products/plans inside...

Adding & Managing Team Members bstarCRM allows you to add as many team members as your organization requires. It comes with very advanced “User Role” settings, that allow you to specify the exact permission and access that a user will have. The CRM has a built-in role called “Administrator”...

Clients Overview Managing your clients is very easy and intuitive. The place to start is the Client List Page. You access this page via the main menu: #:: Main Menu > Customers > Clients From this page, you are able to view and do the following: (1) Create a new client account (2) Edit...

Milestones bstarCRM enables to work efficiently, by breaking down your projects into Milestones & Tasks. Project Milestones are points along the progress path of your project. Milestones do not have target dates, but rather they focus on specific progress points that must be achieved for a project...

Overview bstarCRM makes getting paid by your clients very easy and efficient. You are able to bill your customers in a variety of ways. From one -time invoices to recurring invoices, we have made the process easy and intuitive. The place to start is the invoices pages. #From this page, you are...

Overview The expenses feature allows you to record all your businesses expenses. You can record expenses that you incur on customer’s projects or expenses you incur in the operation of your business. Expenses incurred on customer projects can be invoiced to the customer. The best place to start...

Email Settings   The email settings section, allows you to change various aspects of how the Dashboard handles email. Below are the various settings and their explanations. General Settings   On the page shown above, you will be able to apply the following settings: System Email Address –...

Introduction bstarCRM makes it very easy for you to get paid by your clients. Payments in the CRM can be processed via a third party provider called a Payment Gateway or as offline payments (such as bank transfers). bstarCRM has in-built support for various payment gateways such as Stripe, Paypal,...

Tickets Overview The support tickets feature enables you to boost your customer satisfaction by providing them with speedy assistance. Your customers are able to open new support tickets and your team can work together to resolve customer issues. You can create multiple departments (e.g. Sales,...

Company Settings From this screen, you are able to set your organization’s details. These are the details that will be used on Invoices, Estimates, etc.   Category Settings   Categories allow you to organize your Dashboard’s content in a better way. Categories are available for Invoices, Estimates,...