Account Management
for complete control over your customer relations

A perfect CRM for managing every step from leads, engaging with clients, and closing more deals.

App Features

Achieve more with powerful
CRM account management

Account management

Efficiently record and track complete account details - orders, invoices, e-mails, chats always at your fingertips.

Activity tracking

Manage all your customers and sales details from a single place, never lose client info again.

Centralize customer outreach

Organize and grow your customer relationships with tracking contracts, e-mail, calls and more — all in one place.

Custom fields

Add vital information for your business and organize your accounts exactly as you see fit.

Automations

Automate routine work and processes with actions and trigger to keep you customer up to date with their services.

Add Contacts

Add detailed information about stakeholders and relavant contacts to accounts and categorize them according to the requirements.

How It Works

Superior CRM account management

BASCRM accounts will aggregate all customer details, providing a 360-degree view of the profile. Instantly access activity history, communications, internal account discussions, notes, e-mail and much more. A single unified database ensures that information is immediately available without having to move from system to system.

1. E-mail

All e-mail history in one place.

2. Invoices

Track invoices and payments.

3. Agreements

Monitor agreements and renewals.