mysalesbuddy.co.uk

What It Is

My Sales Buddy is a sales and marketing tool offered by True Momentum, positioned close to a lightweight CRM. Its core goal is not to be a large, feature-heavy customer relationship management platform, but to help salespeople log calls, manage leads, follow up on sales opportunities, and keep the system simple, easy to enter data into, and easy to review.

Core Features and Collaboration

The product organizes the sales process around three objects: Contacts for managing customers, prospects, suppliers, and business contacts; Activities for recording interactions such as calls, meetings, and messages; and Opportunities for tracking proposals, potential orders, and future sales opportunities. Activities can be linked to opportunities, and reminders can be set to help users clearly identify who to contact next, who to follow up with, and what tasks need attention.

Additional features include import/export, useful for migrating data from spreadsheets, CSV files, or other systems; MailChimp integration, enabling sales follow-up based on email opens and clicks; Team Work, which supports up to 3 users on the basic account for shared work, information sharing, and assigning follow-ups; and Sales Forecasting, which can record potential payments, amounts, cycles, probabilities, and statuses for opportunities to support basic forecasting.

Pricing and Trial

The website lists pay-as-you-go pricing at £12.99/month, including all future updates. It also offers a 14-day free demo account. The page does not clarify whether pricing is per user, whether annual discounts are available, whether there are additional plans, or which payment methods are supported.

Pros and Cons

The advantages are a clear product structure, a basic sales loop built around contacts, activities, and opportunities, and a low learning curve. Pricing is transparent, making it suitable for small teams with limited budgets. MailChimp integration and import/export features also improve its practical usefulness. The downsides are that the public information does not show granular permissions, audit logs, security and compliance details, an API, mobile apps, or a broader integration ecosystem, making it difficult to meet more complex enterprise CRM requirements.

Who It’s For and Access from China

It is better suited to small sales teams, independent consultants, service businesses, or users who do not want to use a complex CRM. For medium and large enterprises that require multi-department permissions, automated workflows, advanced reporting, and local compliance, alternatives such as HubSpot CRM, Zoho CRM, Pipedrive, or China-market options like 销售易 and 纷享销客 may be more appropriate. Access from mainland China and payment support are not specified in the text, so it is recommended to test network availability and payment methods before purchasing.