FAQ: MiniCRM

MiniCRM is a cloud-based customer relationship management tool that helps you organise contacts, track leads, and manage daily tasks.

This guide explains MiniCRM, how it works, and how to start your free trial.

 

About MiniCRM

  • What is MiniCRM?

    MiniCRM is a cloud-based CRM platform designed for small and medium-sized businesses. It integrates sales, marketing, support, invoicing, and task management.

    By automating tasks like follow-up reminders, invoice sending, and organising customer data, MiniCRM helps you save time, increase revenue, and gain better visibility into your business.

    The platform is available in English, German, Hungarian, and Romanian. You can now try MiniCRM directly from the Website Builder dashboard at one.com.

 

Using MiniCRM with one.com

  • How does MiniCRM work with Website Builder?

    • From the Website Builder dashboard, you can create a free 14-day trial of MiniCRM through a link.
    • At this stage, there’s no direct integration between Website Builder features (such as contacts, shop, or forms) and MiniCRM.
    • The trial gives you full access to all MiniCRM features to explore and test the system using your data.
  • How does MiniCRM integrate with one.com Webmail?

    MiniCRM integrates with one.com Webmail by syncing your MiniCRM contacts to Webmail and using your recent email history to help you build your contact base.

    • Automatic contact sync: MiniCRM automatically syncs your contacts to Webmail (one-way), so you can find and email your business contacts directly from your inbox without having to maintain contacts in both places.
    • Efficient onboarding: You can import up to 90 days of recent email history to quickly build your contact base. MiniCRM scans these past conversations to:
      • Create contact records automatically, reducing manual data entry.
      • Identify potential sales leads from existing email exchanges.

    Together, these features reduce the effort needed to get started and make your MiniCRM contacts readily available in your everyday email workflow.

 

Trial and billing

  • How is MiniCRM billed?

    • MiniCRM is billed directly by MiniCRM, not through one.com.
    • You won’t find any information about MiniCRM in your one.com Control Panel.
    • You can access MiniCRM from the link in Website Builder or by logging in using the credentials created during your trial setup.
  • How do I cancel my trial?

    The free 14-day trial doesn’t automatically convert into a paid subscription.

    If you don’t select a paid plan before the trial ends, your account will expire without any charges.

  • What information is shared when creating a trial?

    When you start a trial from Website Builder, the following details are shared with MiniCRM:

    • Email address
    • Domain name
    • Customer ID
    • Language

    You’ll complete the setup directly within MiniCRM.

 

Data and support

  • What if I delete my contacts or files?

    MiniCRM performs regular backups to help prevent data loss. All data is securely stored on EU-based servers and is fully GDPR-compliant.

    If data is deleted by mistake, recovery may be possible depending on the circumstances — but users are generally responsible for managing and safeguarding their own records.

    If you need help, contact the MiniCRM Support team.

  • How do I check MiniCRM’s service status?

    You can see current performance or service issues on their official status page:
     https://status.minicrm.io 


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