Virtual administrator communication system.

Empower your clients to access or be alerted to the work being on their behalf, anywhere in the world. Stay on the same page with a simple, proven and organized online office. 

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CRM FEATURES

Unlimited Contacts 

Share selectively

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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.

Copyright © 2016 FMYI, Inc. All Rights Reserved.

Pricing

Professional
$149
monthly

MOST POPULAR

Up to 24 users
20 GB file storage
Two-week free trial
Customer support
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Starter
$49
monthly
Up to 6 users
 6 GB file storage
Two-week free trial
Customer support
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Enterprise
$249
monthly
Over 25 users
50+ GB file storage
Two-week free trial
Customer support

 

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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

Can you set reminders?
Yes! You can set one-time or repeat reminders with a link back to the page to complete.  You can also link reminders to a custom form to be completed at specified times.
Who's behind this platform? 
FMYI, Inc. [for my innovation] was founded in 2004 and is a proven and tested collaboration platform. We host over 2.5 million workspaces as a B Corporation headquartered in Portland, Oregon, USA. Learn more on our homepage.
How secure is your platform?
We place highest priority on our security processes and practices. Learn more here.
What is a contact?
A contact is a client, prospect, employee, partner, etc. Each contact gets a workspace page, which is like a private webpage (or a very smart manilla folder) to hold every detail. Contacts are organized on the home page dashboard, left navigation, advanced search and detailed reports. The site is customizable, ideal to track various types of contacts

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

 

Can you selectivly give access to contacts?
Yes, you decide who sees what. Each contact workspace page can be made private, and shows which individuals (or teams of people) can read/write or just read. Access can be changed one contact at a time, or in Advanced Search, you can batch add and remove access. Note: the Admin has full access to everything.
Can you import data from an Excel sheet?
Yes, instead of typing you can import! Each row becomes a workspace page and columns can be mapped so data appears correctly.  FMYI can assist with data mapping and if you import the same types of data frequently, saved mapping makes the process super fast. Use a .csv or .xls spreadsheet with a header row.  

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 support@fmyi.com and we'll be happy to help! 

Latest updates (alert the right people)

FMYI empowers people to post private updates/files, and ensures the right team members are up-to-date with a perfect amount of email. It's "access without excess" so some team members receive instant alerts, and others with access can find without CCing and cluttering their inbox:

  • Messages with a subject and note (like an email) that remains findable
  • Files of all types, including streaming video, and with a description (so unlike a shared drive, people know exactly what's in the file.)
  • Events and appointments that push to both your personal calendar and an FMYI calendar (you can  subscribe to it on an iPhone/iPad)
  • Tasks with priority ensure accountability and include email reminders
  • Forms to capture and organize specific repeatable data with reports

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.

View a live demo site

Jaime Gaudet
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."

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