FAQ - Frequently Asked Questions


  • Registration Process09
  • CBS-CRM23
  • Data Management05
  • Sales Management05
  • Marketing Management07
  • Registration Process

    CBS System → + Registration → It will navigate to the Registration Page.

    On the Registration Page, fill out the required fields marked as mandatory.

    Click 'Register' once you've filled in all the necessary information.

    You'll get a confirmation message on the website after successful registration.

    Check your email for a registration confirmation.

    Click "Continue"to start using the CBS System and access its features on the Home Page.

    "We don't charge for registration."

    Users can only create one account per email address.

    Yes, The registered email serves as further confirmation of your account creation.

    Go to the CBS Systems website and click "Login".

    If you forgot your password, click "Forgot password".

    Enter your email and click "Recover".

    Check your email for a recovery message.

    Click the link in the email.

    Enter and confirm your new password.

    Click "Recover"again.

    You'll get a confirmation message.

    This is the procedure for changing the password.

    "Our website is secured with Secure Sockets Layer (SSL) encryption and hosted on a secure cloud platform. Our data is protected against OWASP risk factors"

    When you follow the default steps correctly, there is no way of encountering any errors or issues with the site. Even if you face any problems, we have the support team available from Monday to Friday from 8:00 am to 5:00 pm (CDT). You can contact us through either email or chat.

    Yes, user can modify their information after the registration process.

    Login → My Account → My account - My info page.

    Users can update your information directly on the "My Info" page, with all changes being automatically reflected in the system.

    Yes, Our software is a web-based application, so you can register using your mobile or tablet, as CBS Systems is mobile-friendly.


    Log in to your CRM account.

    Various options are displayed on the left corner of the data management module home screen.

    Now click on the Contact Management option. Click on the “Customer/Lead” option where you want to import the contacts.

    Let's take the example of importing customer contacts. The following steps can be carried out:

    i. Once the Customers option is selected from the provided list, the customer types will be displayed on the screen, i.e., H. “Business customer” or “consumer customer.”

    ii. If necessary, click.

    iii. Now click on the “Business” option. You see the business customer's contact page. Click the Actions button and then click Download to import the contacts.

    iv. An Excel file of the contacts you want to import has been successfully downloaded to your system. This way, you can import your contacts from the CBS CRM system into your desired application.

    CBS-CRM allows you to customize fields to suit your business needs.

    Let's see how to customize the data fields.

    Step 1: Log in to your CRM account.

    Step 2: Select the Admin module from the drop-down list provided.

    Step 3: Click on the “Settings” option on the left side of the screen.

    Step 4: Select Customize. The configuration page can be displayed.

    Step 5: Now click on “Data field configuration”.

    Step 6: You will see a list of data field configuration screens where you can customize the pages with the required data fields.

    Note: You can customize your fields in the “Data Management and Sales Management Module”.

    CBS-CRM uses cloud-based technology. Its data is uploaded to the cloud, where Cloud providers invest heavily in security measures to protect their users' data.

    This includes encryption, access controls, threat detection, and regular security audits. For many organizations, leveraging the expertise and resources of a reputable cloud provider can enhance overall data security.

    Here's how you can track the interactions with customers in CBS-CRM.

    Logging activities: You can manually record these interactions by creating activity records and associating them with the relevant customer or lead profiles. (Phone calls, Emails, Meetings and Notes)

    Email Integration: Tracking Emails sent to Customers / Leads is easy with the CBS-CRM user interface.

    Meeting schedule: You can schedule meetings with the Customers / Leads using calendar integration in CBS-CRM.

    Reporting & Analytics: This feature of CBS-CRM allows users to analyze the interaction data, track trends, and measure the effectiveness of customer engagement efforts.

    The CBS-CRM system does not offer native integration options with other tools and software.

    CBS-CRM helps you with the following features in reporting and analytics:

    ● Customizable Dashboards

    ● Standard Reports

    ● Custom Reports

    ● Interactive Data Visualization

    ● Forecasting

    ● Performance Tracking.

    Our CRM's specific features and capabilities in these areas can help potential customers understand how it can empower them to gain valuable insights and make informed decisions.

    Setting up and managing user permissions and access levels in the CBS-CRM system is crucial for maintaining data security, ensuring proper workflow management, and protecting sensitive information.

    Here's a general guide on how to do it:

    i. Click the “Rights Management” option below the “Employee Management”.

    ii. On the “Access Rights Management” page, you can add, edit, or delete any rights based on your needs.

    iii. While adding rights, you will be able to select the department & title and the limit of access. (i.e, Access all menu & Access select the main menu)

    iv. The “Admin” can also give rights to access the different modules that apply to the respective department.

    For Example, The Sales Management module accesses rights to the sales team or the sales manager.

    Likewise, the other departments are assigned some “Restricted rights” for the supporting staff/teams and “Full rights” for the managerial role of staff and administrative officials.

    CBS-CRM systems allow you to segment your customer database for targeted marketing campaigns. You can segment your customer base into distinct groups based on specific criteria such as demographics, purchase history, behavior, or preferences.

    You can filter the customer database using the following options also such as:

    i. Industry

    ii. Category and even

    iii. The customer id. Or the lead id.

    Based on the filtered data based on the targeted campaigns, you can create the email master list accordingly.

    Note: If you want to add unique fields to filter your data easily, you can customize the “Data field setup” option in the “Admin” module.

    Yes, you have the customer portal, www.cbssys.com/login, where the client's information can be accessed.

    CBS-CRM provides a range of support options to assist users with any issues or questions. These support options may include:

    Online Help Center: The knowledge base contains articles, guides, tutorials, and frequently asked questions (FAQs) covering various aspects of using CBS—CRM. Users can search for answers to their questions or browse through relevant documentation.

    Email Support: Users can email the CBS-CRM support team to report issues, ask questions, or request assistance. Support inquiries are typically handled by a team of support representatives who respond to emails promptly.

    Phone Support: CBS-CRM offers phone support for users who prefer to speak directly with a support representative. Users can call a dedicated support hotline to receive assistance with technical issues, account management, or other inquiries. (Mon-Fri 24 /5) (Between 8:00 AM to 5:00 PM CST)

    Live Chat: Live chat support allows users to engage in real-time text-based conversations with support representatives directly through the CBS-CRM website or application. This option is convenient for quick questions or troubleshooting assistance. (Mon-Fri 24 /5) (Between 8:00 AM to 5:00 PM CST)

    Training Resources: CBS-CRM has a separate, exclusive place where all the demo videos of different modules are explained clearly. i.e., the “The Training info” option in the “Admin module” will have such demo videos that can be used for training in-house employees and CRM users as well.

    Step: 1 Log in to www.cbssys.com and click on the CBS-CRM Pricing tab.

    Step: 2 You will see the page with different plans available with CBS-CRM Pricing.

    Step: 3 Register using all the mandatory details and start your free trial with us.

    Step: 4 If satisfied with our free trial, further plans can be upgraded to meet your needs.

    Some key features of CBS-CRM can be outlined:

    Contact Management: CBS-CRM software helps businesses store detailed information about customers and leads, including their interactions, purchase history, and preferences.

    Lead Management: It helps track and manage leads throughout the sales process, from initial contact to conversion.

    Sales Automation: CBS-CRM systems can automate repetitive sales tasks like sending follow-up emails, scheduling appointments, and updating contact records.

    Pipeline Management: Users can visualize and manage their sales pipeline, tracking deals at different stages and forecasting revenue.

    Task and Activity Management: CBS-CRM software allows users to create and assign tasks, set reminders, and track activities related to customer interactions.

    Email Integration: Integration with email platforms enables users to send and receive emails directly within the CRM system and track email interactions with customers.

    Reporting and Analytics: CBS- CRM systems provide insights into sales performance, customer behavior, and other vital metrics through customizable reports and dashboards.

    Yes, CBS- CRM software offers customization options to fit the specific needs of your business. Here's how customization typically works in CBS-CRM:

    i. Adding custom fields,

    ii. Workflow customization,

    iii. User permissions (Access Rights).

    These customization options allow businesses to tailor the CRM software to align with the processes and objectives, ultimately improving customer relationship management and driving growth.

    With the help of CBS-CRM, you can manage your customer relationships and interactions with the following key factors:

    Centralized Database: The customers/lead database helps with easy access to contacts.

    Improved Communication: Customers / Leads can communicate effectively through chats, email, and phone calls.

    Task and Calendar Management: The follow-up activity can be scheduled using the calendar application built into the CRM system, allowing the sales team to work efficiently and increase conversion rates.

    Analytics & Reporting: Analytics will provide a clear picture of customer’s buying behavior and opportunities that increase revenue.

    i. The CBS-CRM system is a versatile web-based platform accessible from various devices, such as desktop computers, laptops, tablets, and smartphones, all equipped with compatible web browsers.

    ii. This accessibility ensures users can seamlessly engage with the system's comprehensive CRM features regardless of their device preference.

    iii. By simply logging in through their browser, users can harness the full potential of the CBS-CRM system and enjoy its functionalities on both Windows and macOS operating systems.

    CBS-CRM software comes with reporting and analytics features to help businesses better understand their data.

    Customizable Reports: CBS-CRM systems allow users to generate customizable reports tailored to their specific needs, covering metrics such as sales performance, customer demographics, and marketing campaign effectiveness.

    Dashboard Views: CBS-CRM dashboards provide visual snapshots of key metrics and performance indicators, allowing users to track progress and identify trends at a glance.

    The data has been displayed in count, pie chart, and bar graph representations.

    For example:

    a) Total count of customers & leads.

    b) Individual count of business leads & consumer leads.

    c) Individual count of business customers & consumer customers.

    Real-time insights: CBS-CRM software gives users access to data in real time, allowing them to stay informed about marketing initiatives, sales pipelines, and customer interactions and make decisions more quickly.

    Benefits for the Sales Team:

    CRM software helps the sales team manage leads efficiently, track their interactions, and prioritize them based on the Scheduled details in the follow-up management.

    Here, there is an option for setting your disposition, which can help determine the outcome of a sales interaction with a lead or prospect.

    Sales representatives can create deals within the CRM system to represent potential sales opportunities.

    Benefits for Marketing Team:

    With CRM data, marketing teams can create highly targeted and personalized Email campaigns.

    The marketing team can create templates based on their requirements.

    Training and support options for using CBS-CRM software typically include:

    i. Marketing Info

    ii. Sales Info

    iii. Miscellaneous Info

    The above sections contain instructions about the specific module, often provided to familiarize users with the CRM software's features, functionalities, and best practices. These resources cover topics such as setup, configuration, usage instructions, and troubleshooting tips.

    These Instructions are uploaded in PDF, MP4(Video), and PPT format.

    CBS- CRM software typically offers various pricing models to suit business needs.






    "Empower your team with CBS-CRM; no credit card details are necessary!"

    To learn more about the plan details, click here: https://cbssys.com/cbs-crm-pricing

    Yes, CBS-CRM software can be used on mobiles and tablets.

    Benefits of Mobile Accessibility

    Offers flexibility and convenience.

    Enables remote team connection.

    Enhances productivity.

    CBS-CRM Software helps to track customer interaction and sales communication.

    Using the follow-up management module, you can implement a systematic and structured process of monitoring and controlling contacts with leads, prospects, or customers over an extended period.

    The benefits of using the CBS-CRM Software include tracking customer follow-up activity.

    Over statistics

    Establishes and preserves customer connections.

    Increases customer satisfaction and loyalty.

    Improves business outcomes.

    You can import existing data into the CRM using the data management module.

    Login → Contact Management → Customer → Business → Action.

    Click the “Action → Upload” menu on the Business Customer page.

    Using the “upload” option, the user can import the existing data.

    The import file must be in .xlsx format. Uploading CSV files is not allowed.

    The Sample Sheets are available on the “Business Customer Uploaded” page.

    Importing existing data into a CRM system centralizes information, increases accuracy, provides better customer insights, streamlines workflows, and allows faster decision-making.

    "CBS-CRM provides free trials; users don't have to provide credit card information!"

    *Subject to terms & conditions.

    The features are available in CBS-CRM:

    Employee Management: up to 5 users.

    Customer and lead data store up to 100.

    The email process limit per month is up to 200.

    Email list: 5

    Email template: 3

  • Data Management

    You can import existing data into the CRM using the data management module.

    Login → Contact Management → Customer → Business → Action

    **Click the “Action → Upload” menu on the Business Customer page.

    Using the “upload” option, the user can import the existing data.

    The import file must be in .xlsx format. Uploading CSV files is not allowed.

    The Sample Sheets are available on the “Business Customer Uploaded” page.

    Importing existing data into a CRM system centralizes information, increases accuracy, provides better customer insights, streamlines workflows, and allows faster decision-making.

    Users can customize data fields and categories to align with their business needs.

    “Login → Admin → Setting → Customization → Data Field Setup”

    CBS-CRM offers the customization option to tailor the data field setup to your specific requirements based on the organization.

    For example : Business Customer, Business Lead, Lead Category Management.

    Data field setup is essential to customize the data fields based on the data of both customers/leads.

    It saves time because the data can be found easily using a filter option based on the data field added to the contact page of a particular customer/lead.

    The CBS-CRM data management modules allow you to segment and filter data according to various criteria.

    Login → Contact Management → Customer → Business

    **The user can view the “Search” symbol in the top-left corner of the screen.

    CBS-CRM offers various filter options, including Data Created, Search by filed, Search by Period, Customer ID, Industry, and Category.

    The CBS-CRM system allows tasks and customer interactions to be centralized and coordinated.

    Login → Data Management → Task Management(menu) → Task Management(option) → Data Task Info.

    The direct administrative or superior person has assigned the individual employee task.

    The employee can view the assigned task on the “Data Task Info” page.

  • Sales Management

    The Sales Management Module tracks sales opportunities and deals in one place.

    Login → Sales Management Module → Follow-up Management

    Using the above hierarchy, you can access both Business Customer and lead follow-ups and Consumer Customer and lead follow-ups.

    Login → Sales Management Module → Deals

    Using the above hierarchy, you can access business customer and lead deals and Consumer Customer and lead deals.

    CBS-CRM streamlines sales processes, enhancing organization, communication, and decision-making for improved sales performance.

    CBS-CRM's Sales Management Module includes dashboard analytics charts for visualizing sales data and an overall statistic report for gaining comprehensive insights into sales performance and overall business trends.

    Login → Sales Management Module → Follow-up Management → Overall Statistics

    Follow-up activity plans and monitoring using the “calendar” feature in the “Click to Disposition” option.

    Allowing sales pipeline follow-up to track the progress of sales opportunities.

    The Sales supervisors can assign leads to the team members.

    The Sales team leads can monitor the work of team members.

    The user can track sales activities and customer interactions using overall statistics and follow-up actions, which are utilized for comprehensive monitoring within the sales management module.

    The "Click to disposition" option allows users to access and process quotes, proposals, and contracts with a single click, streamlining the follow-up activities within the sales management module.

  • Marketing Management

    Use the CBS-CRM Email Master tool to segment your contact list based on search

    Criteria such as country, state, source, and industry parameters.

    Advantages :

    Using CBS-CRM's email master feature, email campaigns can be scheduled for a particular segment of the targeted audience. (Based on Country, State & Source)

    Such email campaigns will effectively work in focusing both the customers & leads that increase the revenue options.

    The Email Master List provides a centralized contacts database for building an email campaign. It allows users to segment their audience, personalize messages, schedule email sends, and track campaign performance, all within the marketing management module.

    Login → Marketing Management → Email Master → Customer / Lead → Create Email(Bussiness / Consumer)

    Login → Admin → System Template → Single Email(SE).

    **Click the “Single Email” menu, and the user can view the System - Single Email Template.

    Only employees with admin rights (E.g., Sales team lead or Marketing team lead) can access, edit, share, or delete the system templates.

    Yes, the CBS-CRM assists in managing and automating marketing campaigns to organize contacts, create targeted campaigns, and schedule sends with the help of Single Email, Single Drip Email, and Bulk Drip Email. Automation of email marketing campaigns can be scheduled with the help of Time Zone based on the customer / Lead data, and you can simplify the entire marketing process with efficiency and effectiveness.

    BDE—Bulk Drip Email sends multiple pre-scheduled emails to a large group of recipients over a scheduled period. It is ideal for nurturing leads or engaging with a segmented audience.

    SDE—Single Drip Email is just one email sent to the recipient as part of a series of planned emails, usually triggered by an action like signing up for a newsletter. It's personalized and aims to engage or inform the recipient.

    SE—Single Email is a one-time email sent to an individual recipient or a small group. It is typically used for personalized communication, follow-ups, or responding to specific inquiries.

    Bulk Drip Email campaigns are effective for ongoing lead nurturing, Single Drip Emails are tailored to individual recipient journeys, and Single Emails are suited for personalized communication or one-off interactions.

    Login → Marketing Management Module → My Email Templates → Single Email(SE) → My Single Email Template.

    **Click the “ADD” button to create the new email template.

    It comes with three different options for customizing the template.

    Drag & Drop email template builder.

    HTML Editor.

    Text Editor.

    Drag & Drop email template builder :

    There are two options for using the Drag & Drop email template builder.

    Sample Template: In this option, many pre-defined templates are available based on special events & Festivals.

    The user can only fit the company name, logo, and other essential details using this template.

    New Template: The user can design the overall template based on their business requirement.

    HTML Editor :

    The user can design the overall template based on their business requirement (for example, Image, text, style)

    Text Editor :

    This option is like a notepad; we can create or edit the text; otherwise, we can't add any images or font styles.

    The CBS-CRM email Tracking component offers a range of benefits, including enhancing communication management, sending and tracking, and improving lead nurturing and conversion.

    Login → Marketing Management → Campaigns → Completed Campaigns.

    This component lets users see the Viewed, Clicked, and Subscribed count, which helps the sales team identify the targeted people and identify valid leads.

    Benefits of Email Tracking:

    Centralizes all email interactions.

    Improves lead management by identifying engaged leads.

    Enhances customer engagement by enabling personalized follow-up emails.

    Set up automated follow-up tasks based on email actions.

    These features can significantly boost your sales and marketing efforts.