Manage the Pipeline

In the sales pipeline view, leads are represented by cards and stages by columns. See all the leads in the sales funnel and the stages in the sales cycle.

As the lead moves through your opportunity stages, adjust its stage by drag and drop, amount, and probability of closing to keep track of progress.

You can easily track the sales pipeline and opportunities to ensure a steady stream of new business.

 
 

Contact Management

A successful combination of sales tactics and an intuitive sales tracking is key to a short sale process. BASCRM Sales Management offers the right tools to collaborate with peers and every piece of information related to an opportunity stored for you in one central location. With a few clicks you can access all your history, documents and the prices you’ve quoted.

Quick access to emails from Lead profiles

Focus on closing deals instead of keeping up with your inbox. Follow up conversation with emails that are sent with a few clicks. Personalize and build your killer email templates and access them with a few clicks to sent - all created to save time for your Sales representations.

Follow up activities

Attach a follow up reminder to every email or schedule an activity to send an email - appreciated functions that enrich your customer communication.

Complete email conversation history

All communication including Emails, SMS, Documents and Call logs are available on the customer profile. The information can be reached by your entire organization and management - all in mind to keep you entire team on the same page to secure the best customer experience.

 
 

Speed up the communication with SMS

Focus on reaching more contacts in less time, send SMS messages to your prospects in BASCRM. Design your SMS templates and send SMS easily with a few clicks

The All-In-one CRM Platform

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