Keep your team on the same page with a simple, proven and organized online office. Track unlimited contacts with CRM features. Use the big picture and the smallest details to make quick and informed decisions.
Get going right away
Add contacts or import a list. Organize and track details (ie. messages, files, tasks data).
The right people access details online, add their time-stamped updates and can email alerts.
A quick set up and you're off! Don't worry, the site is flexible so you can adjust on the fly.
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Check out the video by the Lions Eye Institute to learn more about how FMYI has successfully impacted their operation.
Frequently asked questions
What goes on each workspace page?
• Messages: Internal notes/conversations
• File attachments: PDFs, Word docs (indexed for searchability), photos, streaming videos, presentations and more
• Tasks: Reminders with email alerts
• Events/appointments pushed to your calendar
• Search labels: Organize, search and report on workspaces, and create a pipeline or workflow
• Custom fields: Data points connected to the contact such as account number, etc.
• Forms: A customized form to capture repeat data such as an internal survey or request
Feel secure and in good hands:
Industry leaders from manufactuing and insurance to energy and media count on FMYI's commitment to security. We have 11 years of experience and are home to 2.5 million workspaces. Ongoing site administrator and user customer support is included for free. Search or online support community or create a support ticket at help.fmyi.com or call us at 971.222.3016 x1 or email us at firstname.lastname@example.org and we'll be happy to help!
Latest updates (alert the right people)
Adjust the status (search labels)
The status of each contact is easy to adjust and the system documents who changed what, when. On the homepage, a high level dashbaord shows how many contacts are in each status creating a sales pipeline. Click the link to see a list. Note: users can only see what you've given them access to see.
Site analytics support system adoption
FMYI's usage report shows who is logging in and adding content. These stats show adoption, and you can improve them by aligning your site with core responsibilities for each user, such as making FMYI the only way to post an update about a contact (if it's not in FMYI, it's not done).
Importing a spreadsheet (save typing)
If you have a spreadsheet of contacts, it can be imported into FMYI on the tools menu. Each row will become it's own contact workspace. Each column is a datafield that can be used many ways: a text custom field, a search label tag, to give access and more.
Advanced search creates a powerful database
Your files, notes, tasks and more are all grouped together in contact workspaces, and these workspaces at a high level are very organized. Using the FMYI Advanced search, you are able to search as in a large database, find contacts that are in a specific city or haven't been touched recently. Then, generate an Excel report of results, make batch changes to give access or make updates, or browse the contacts one at at time by clicking a previous/next button. This ensures your opportunities don't clip through the cracks, and making bulk updates is done as efficiently as possible.
Regional Sales Coordinator, LA
These publications have written about us
"Our region pulled the biggest increase...
This increase is a direct result of us utilizing FMYI as a tool.
It has absolutely made a difference.
I highly recommend it."