What is CRM software?
CRM software helps businesses manage customer information, sales processes, conversations, tasks and other customer relationship activities through a centralized system.
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CRM Fundamentals
Core concepts of CRM and customer relationship management.
Sales Management
Leads, opportunities, proposals and sales processes.
Customer Service
Customer service, support and call center processes.
Planning
Tasks, activities and business planning processes.
Integrations
DinamikCRM integrations and connected systems.
Training Videos
Training videos to help you learn how to use DinamikCRM.
Academy Resources
What types of businesses can use CRM software?
Small, medium and large businesses that manage customers, sales processes, proposals, team coordination or customer communication can benefit from CRM software.
View contentWhat is the difference between CRM software and Excel?
Excel focuses mainly on tables and data storage. A CRM connects customer data with activities, opportunities, tasks, communication history, permissions, automation and other operational processes.
View contentCan I import my existing customer data into DinamikCRM?
Yes. Existing customer data can be prepared in a suitable format and imported into DinamikCRM. The most appropriate transfer method depends on the structure of your data.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days and evaluate how well it fits your business processes.
View contentWhat is customer tracking software?
Customer tracking software is a CRM solution that helps businesses centrally manage customer information, conversations, tasks, proposals, sales opportunities and other customer activities.
View contentWhy use customer tracking software instead of Excel?
CRM-based customer tracking software keeps information centralized, gives team members access to the same data and provides structured task, reminder, activity history and reporting capabilities.
View contentCan I track customer interactions?
Yes. DinamikCRM lets you track customer activities, interaction notes and related history together with each customer record.
View contentCan I create tasks and reminders for customers?
Yes. You can create customer-related tasks, assign responsible team members and manage follow-up activities with your team.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days without providing a credit card.
View contentWhat is sales tracking software?
Sales tracking software is a CRM solution that helps businesses centrally manage sales opportunities, customer interactions, proposals, tasks and sales stages.
View contentWhat is a sales pipeline?
A sales pipeline is a visual representation of how a potential sale moves through stages such as opportunity, meeting, proposal and closing.
View contentCan I assign sales opportunities to team members?
Yes. In DinamikCRM, sales opportunities can be associated with responsible team members so the sales process can be tracked by owner.
View contentCan sales interactions and proposals be tracked?
Yes. Customer activities, sales opportunities and proposals can be tracked together, helping your team maintain a visible history of the sales process.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days without providing a credit card.
View contentWhat is lead management?
Lead management is the process of recording prospects, identifying their source, assigning them to sales representatives, tracking interactions and activities, and converting qualified leads into sales opportunities.
View contentWhat is a lead in CRM?
In CRM, a lead is a person or company that has shown interest in a product or service but has not yet been qualified as an active sales opportunity or established customer.
View contentWhat is the difference between a lead and a customer?
A lead is a prospect that is still being evaluated and followed up. A customer is a person or company with an established customer record or commercial relationship.
View contentWhat is the difference between a lead and a sales opportunity?
A lead represents an initial prospect. A sales opportunity is a more qualified record with clearer need, interest or commercial potential that is actively managed in the sales process.
View contentHow should a lead follow-up process be managed?
The process can be managed centrally by tracking lead source, sales owner, interaction history, activities, next action and current lead status together.
View contentCan leads be assigned to sales representatives?
Yes. A responsible sales representative can be assigned to each lead so the team can clearly see who is following each prospect.
View contentCan website leads be transferred into CRM?
With the appropriate integration, customer requests from website forms and other digital sources can be transferred into the CRM process and tracked centrally.
View contentWhy should lead sources be tracked?
Tracking lead sources helps teams understand which channel or campaign generated a prospect and evaluate those sources together with the sales process.
View contentWhat is a sales opportunity?
A sales opportunity is an active commercial prospect where a customer's need, interest or potential value has become clear enough to be managed through the sales process.
View contentWhat is sales opportunity management?
Sales opportunity management is the process of centrally tracking active opportunities together with their value, stage, owner, activities, proposals, next actions and final outcome.
View contentWhat is the difference between a lead and a sales opportunity?
A lead is a prospect that is still being qualified. A sales opportunity has clearer commercial potential and is actively managed through the sales process.
View contentHow should sales opportunities be tracked?
Sales opportunities can be tracked by combining current stage, estimated value, sales owner, meetings, activities, proposals and next actions in one shared record.
View contentWhat is the relationship between a sales pipeline and a sales opportunity?
A sales opportunity represents one potential sale. A sales pipeline provides a collective view of multiple opportunities across defined sales stages.
View contentWhat information should be tracked for a sales opportunity?
Useful information includes company or customer, opportunity name, expected value, owner, current stage, interaction history, activities, proposals and next action.
View contentHow does CRM help with sales opportunity management?
CRM connects opportunities with customer information, activities, sales owners, proposals and pipeline stages so the sales team can manage the process through one shared and up-to-date system.
View contentHow much does CRM cost?
CRM pricing can vary based on the selected plan, number of users, feature scope and any additional services required. You can review current DinamikCRM plans and pricing on the pricing page.
View contentHow is CRM pricing calculated?
CRM pricing can depend on factors such as number of users, required features, plan scope, integrations and the way your organization will use the system.
View contentIs CRM billed monthly or annually?
CRM products may use monthly or annual subscription models. Current DinamikCRM billing periods and plan terms should be reviewed on the pricing page.
View contentIs CRM priced per user?
Per-user pricing is common in CRM software, although the exact pricing structure varies by product and plan. Review the current DinamikCRM pricing page for up-to-date plan details.
View contentAre there additional costs when using CRM?
Depending on your requirements, integrations, configuration, training or other services can affect the overall CRM investment. It is useful to evaluate total scope rather than software price alone.
View contentHow much does CRM cost for a small business?
CRM cost for a small business depends on team size and required functionality. Choosing only the capabilities your team actually needs can help avoid unnecessary cost.
View contentWhat is the difference between free and paid CRM?
Free CRM plans may include limits on users, features, data, automation, integrations or support. Paid plans can offer broader capabilities for businesses with more advanced requirements.
View contentShould CRM software be compared only by price?
No. CRM selection should also consider usability, required features, integrations, team adoption, support and the future growth needs of the business.
View contentWhy should I use CRM instead of Excel?
Excel can be useful for customer lists and basic tracking. As your customer base and team grow, however, you need centralized information management, sales processes, task tracking, reporting and automation. CRM lets you manage these processes from one platform.
View contentCan I transfer my customer information from Excel to DinamikCRM?
Yes. A CRM transition can be planned based on the structure of your existing customer data, and your data can be transferred into DinamikCRM.
View contentIs DinamikCRM only for sales teams?
No. DinamikCRM can be used for customer management, sales, customer service, planning, reporting, automation and other business processes.
View contentIs CRM difficult to use?
DinamikCRM is designed to make everyday customer and business processes easier to manage. Modules, fields and processes can be configured according to your needs.
View contentDo I have to stop using Excel completely?
No. The goal is not to eliminate Excel completely, but to create a more controlled structure for customer and business processes. You can continue using Excel as a supporting tool when needed.
View contentWhat is a sales pipeline?
A sales pipeline is a visual structure for tracking prospects through different stages of the sales process, such as new opportunity, meeting, proposal and closed sale.
View contentCan I track sales opportunities with DinamikCRM?
Yes. You can connect sales opportunities with customer records and manage sales stages and activities from the same system.
View contentCan I track sales team performance?
Yes. Opportunity and sales activity data can make your team's sales process more visible and measurable.
View contentCan sales follow-ups and reminders be managed?
Yes. You can manage meetings, tasks and follow-up activities together with customers and sales opportunities.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days. No credit card is required to start the trial.
View contentWhat is CRM automation?
CRM automation means allowing the system to automatically perform repetitive customer, sales and operational tasks based on defined rules.
View contentCan DinamikCRM create tasks automatically?
Yes. Tasks can be created and routed to relevant team members based on defined events and conditions.
View contentCan sales processes be automated?
Yes. Sales opportunities, stage changes, tasks and follow-up actions can be used in automation scenarios.
View contentDo I need software development to use automation?
Standard automation scenarios can be managed through DinamikCRM configuration tools. Processes can be adapted according to your business requirements.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days. No credit card is required to start the trial.
View contentWhat is proposal software?
Proposal software helps businesses create, share and track product or service proposals provided to customers in a structured way.
View contentCan I create PDF proposals with DinamikCRM?
Yes. Proposals can be created and prepared as PDF documents that can be shared with customers.
View contentCan proposals be connected to customers?
Yes. Proposals can be tracked together with customer records and the relevant sales processes.
View contentCan I track sales activity after a proposal?
Yes. Meetings, tasks and other activities after a proposal can be managed from the CRM.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days. No credit card is required to start the trial.
View contentWhat is B2B Sales CRM?
B2B Sales CRM is an approach for centrally managing companies, contacts, sales opportunities, meetings, activities and proposal processes.
View contentHow is B2B CRM different from basic customer tracking?
B2B sales typically involves companies, multiple contacts, longer sales cycles and several sales stages. CRM keeps these relationships within a shared structure.
View contentWhat is a sales pipeline?
A sales pipeline is a structured view of active opportunities across stages such as new opportunity, meeting, proposal and outcome.
View contentWhich businesses can use B2B Sales CRM?
It is suitable for businesses that sell to companies, work with multiple decision makers, follow multi-step sales cycles and operate with sales teams.
View contentWhat is the advantage of CRM over spreadsheets?
CRM keeps customers, contacts, opportunities and activities connected. Instead of maintaining only a list of data, teams can follow the full sales process.
View contentCan opportunities and activities be tracked together in DinamikCRM?
Yes. Activities related to customers and sales opportunities can be tracked so sales history and next actions remain centrally visible.
View contentWhat is call center CRM?
Call center CRM connects phone interactions with customer records and CRM processes so agents can access customer context and manage follow-up actions after conversations.
View contentCan I see the customer when an incoming call arrives?
Where supported by the integration, the incoming phone number can be matched with the related customer record to provide quick access to customer information.
View contentCan I track call history from the customer record?
Yes. Call information received through supported integrations can be associated with customer records and tracked together with other CRM activities.
View contentWhich call center systems can I integrate with?
DinamikCRM provides integration options for multiple call and communication platforms. You can review currently supported integrations on the integrations page.
View contentCan I create a task after a phone call?
Yes. Follow-up tasks and customer-related actions can be created after conversations and continued through the responsible team member.
View contentWhat is education CRM software?
Education CRM software helps institutions centrally manage prospective student and parent inquiries, program interests, conversations, tasks and enrollment follow-ups.
View contentCan DinamikCRM be used by private schools and training centers?
Yes. DinamikCRM can be configured to help private schools, training centers and education providers manage prospective student and enrollment processes across teams.
View contentCan we track the programs prospective students are interested in?
Yes. Flexible fields can be used to store preferred programs, terms, levels and other information together with the customer record.
View contentCan prospect and parent conversations be recorded?
Yes. Calls, emails, meetings and other conversation details can be connected to the prospect record and used to plan future follow-up tasks.
View contentCan enrollment follow-ups be automated?
Yes. Tasks and notifications can be created based on events such as new prospects, sales stage changes and follow-up dates.
View contentHow can I learn DinamikCRM?
You can learn DinamikCRM through our YouTube video tutorials, Udemy course and CRM guides published on the DinamikCRM blog.
View contentAre DinamikCRM video tutorials free?
You can access DinamikCRM training videos on our YouTube channel free of charge.
View contentWhat topics are covered in the video tutorials?
The video tutorials include content about using DinamikCRM, customer management, sales processes, modules and various product features.
View contentCan I try DinamikCRM while following the training?
Yes. You can create a free DinamikCRM trial account and practice the workflows demonstrated in the training materials.
View contentWhat is real estate CRM software?
Real estate CRM software is customer relationship management software that helps centralize customer records, meetings, follow-ups and sales opportunities in the real estate industry.
View contentCan DinamikCRM track real estate customers?
Yes. Customer information, requirements, meetings, tasks, activities and sales opportunities can be tracked together with customer history.
View contentCan property information be stored in DinamikCRM?
DinamikCRM's flexible no-code module structure can be used to create custom modules and fields suitable for a real estate business model.
View contentCan real estate sales processes be automated?
Yes. CRM actions such as tasks, follow-ups and notifications can be configured through the Automation Engine according to defined events and conditions.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days. No credit card is required to start the trial.
View contentWhat is construction CRM software?
Construction CRM software helps centrally manage customer inquiries, project interests, sales opportunities, conversations, proposals, tasks and customer communication.
View contentCan DinamikCRM track customers by project?
Yes. DinamikCRM's flexible modules and custom fields can be used to create project-related record structures and connect them with customer opportunities.
View contentCan we track which apartment or unit type a customer is interested in?
Yes. Project, unit type, block and similar sales information can be stored using custom fields according to your process.
View contentCan proposals and sales opportunities be tracked?
Yes. Proposals and sales opportunities can be tracked together with customer records, and opportunities can be managed by sales stage.
View contentIs DinamikCRM construction site or construction ERP software?
This solution focuses on customer relationships, sales opportunities, project interest, proposals and follow-up processes for construction companies. It is not positioned as construction site, progress payment or construction cost management software.
View contentWhat is clinic CRM software?
Clinic CRM software helps centrally manage new inquiries, customer communication, conversation and appointment activities, tasks and follow-up processes.
View contentCan DinamikCRM track clinic inquiries?
Yes. New inquiries can be tracked together with customer records and activities through the CRM process.
View contentCan appointments and conversations be tracked?
Yes. Appointment and conversation activities can be managed together with the relevant customer record, responsible team member and follow-up tasks.
View contentCan clinic follow-up processes be automated?
Yes. CRM actions such as task creation, notifications and follow-ups can be configured through the Automation Engine based on defined conditions.
View contentIs DinamikCRM a medical patient record system?
This solution focuses on customer relationships, inquiries, communication, appointment activities and follow-up processes for clinics. It is not positioned as a medical patient record, diagnosis or treatment management system.
View contentWhat is local CRM software?
Local CRM software is customer relationship management software developed in a specific market and designed around the customer, sales and operational needs of businesses in that market.
View contentIs DinamikCRM developed in Türkiye?
Yes. DinamikCRM is developed in Türkiye and helps businesses manage customer, sales and operational processes through one CRM platform.
View contentCan I receive support in Turkish?
Yes. DinamikCRM users can receive Turkish-language support for product usage and related business processes.
View contentCan DinamikCRM integrate with systems used in Türkiye?
DinamikCRM offers integration options with local services including call center, communication, messaging and finance platforms.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days without providing a credit card.
View contentWhat is automotive CRM software?
Automotive CRM software helps sales teams manage leads, customer relationships, vehicle interests, conversations, test drives and sales follow-ups from a central platform.
View contentCan DinamikCRM be used by automotive dealerships?
Yes. DinamikCRM can be configured to help automotive dealerships manage leads and sales opportunities across teams through flexible CRM processes.
View contentCan we track test drives with DinamikCRM?
Test drives and customer meetings can be planned as tasks or activities together with the related customer, date, responsible user and next follow-up action.
View contentCan we store the vehicles a customer is interested in?
Yes. Flexible fields can be used to store vehicle type, model, segment and other sales information together with customer and opportunity records.
View contentCan automotive sales follow-ups be automated?
Yes. Tasks, notifications and follow-up actions can be triggered by sales events to help standardize recurring sales processes.
View contentWhat is field sales CRM software?
Field sales CRM software helps teams that visit customers manage customer records, visits, meeting notes, opportunities, tasks and sales follow-ups from one central system.
View contentCan we plan customer visits with DinamikCRM?
Yes. Customer visits can be planned as tasks or activities together with dates, responsible users and related customer information.
View contentCan field meeting notes be recorded?
Yes. Meeting notes and customer activities can be stored on customer records and made available to the wider sales team.
View contentCan field opportunities be tracked in a sales pipeline?
Yes. Sales opportunities created through customer visits can be tracked through different sales stages and assigned to responsible sales representatives.
View contentCan post-visit follow-ups be automated?
Yes. Tasks and notifications can be created based on sales events to standardize recurring post-visit follow-up processes.
View contentWhat is insurance CRM software?
Insurance CRM software provides a centralized structure for managing customers, sales opportunities, proposals, policy information, tasks, renewals and communication history.
View contentCan DinamikCRM track policy information?
Yes. DinamikCRM's no-code modules and custom fields can be used to create structures suitable for policy information and connect them with customers.
View contentCan policy renewals be tracked?
Yes. Policy expiry dates can be stored and tasks or automation processes can be created for upcoming renewals.
View contentCan insurance sales processes be automated?
Yes. Actions such as task creation, notifications and follow-ups can be configured through the Automation Engine based on defined conditions.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days. No credit card is required to start the trial.
View contentWhat is CRM software for SMEs?
CRM software for SMEs helps small and medium-sized businesses centrally manage customer information, sales opportunities, conversations, tasks and team activities.
View contentDo small businesses need CRM software?
As customer numbers grow, information can become fragmented across spreadsheets, messages and personal notes. CRM helps small teams work in a more organized way and prepare for growth.
View contentWhat are the advantages of CRM over spreadsheets?
CRM connects customer information with conversations, tasks, sales opportunities and team activities, turning static records into an active customer management process.
View contentCan DinamikCRM grow with my business?
Yes. DinamikCRM's flexible module structure allows you to create new fields, modules and processes as your business requirements evolve.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days without providing a credit card.
View contentWhat is technical service CRM software?
Technical service CRM software helps centrally manage customers, service requests, devices, tasks, appointments and service history.
View contentCan DinamikCRM track service records?
Yes. DinamikCRM's flexible module and field structure can be used to create processes suitable for technical service records.
View contentCan customer devices be recorded?
Yes. The no-code module structure can be used to create custom records and fields for device or product information.
View contentCan the service process be automated?
Yes. Actions such as task creation, notifications and follow-ups can be configured through the Automation Engine based on defined conditions.
View contentCan I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days. No credit card is required to start the trial.
View contentWhat is tourism CRM software?
Tourism CRM software helps travel agencies, tour operators and tourism sales teams centrally manage customer inquiries, travel interests, conversations, offers, tasks and sales follow-ups.
View contentCan DinamikCRM be used by travel agencies?
Yes. DinamikCRM can be configured to help travel agencies manage customer inquiries from different channels and track sales opportunities across their teams.
View contentCan we store customer destination and travel preferences?
Yes. Flexible fields can be used to store destinations, travel periods, group size, package interests and other relevant information together with customer or opportunity records.
View contentCan tourism offers and sales opportunities be tracked?
Yes. Customer inquiries can be converted into opportunities and tracked through different sales stages together with offers and next actions.
View contentCan post-offer follow-ups be automated?
Yes. Tasks and notifications can be created based on sales events to standardize offer follow-ups and recurring sales activities.
View content
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