Why choose our CRM?
We implement Baseline™ where others are not capable to. We design sales processes in collaborations with our clients. We believe that implementation of CRM is only a beginning of our cooperation.Watch demo or
- import leads from .csv format
- integration with www contact form
- integration with GUS database
- customized categories and tags
- robust permission management
SALES PROCESS MANAGEMENT
- graphic presentation of the process
- place to add comments, events, timesheets or files
- built-in support for phone calls
- target and bonus management
- follow-up reminders
- dynamic sales funnel
- target predictions
- activity reminders
- sales team activity monitor
OFFERS & AGREEMENTS
- built-in offer/order creator
- offer/order workflow support
- own print templates
- built-in document versioning
- electronic contracts registry
- send offers via e-mail
CALENDAR & E-MAIL
- built-in calendar (day/week/month/list)
- built-in mailbox (in/out)
- integration with MS Exchange, MS Outlook, Gmail
- personalized e-mail signatures
- customized e-mail templates
- newsletter support
- dialing and receiving phone calls
- immediate display of contact history
- add comments and follow-ups upon call
- listen to the recorded calls
- integration with many voip suppliers
- call records statistics & charts
- track user's route on the map
- search contacts on the map
- optimized trace routes support
- integration with Google Navigation
- mobile surveys with geocoding
REPORTS & NOTIFICATIONS
- library of built-in reports
- built-in report and chart creator
- follow-up reminders
- task tracking calendar
- customizable dashboards
- export to Excel support
Security is one of our key driving principles thus Baseline solutions meet rigorous data security standards. We are the first company that earned “Data Protected” certificate.
CRM system – key product factors
1. Baseline ™ is a sales support system built on the basis of lightweight web technology and the best UX practices. It is as transparent and intuitive as possible. For its proper functioning, only a server with a Windows operating system is required – no additional installed components and licenses.
2. It is an integrated CRM software tailored to the individual needs of your business. We offer our CRM both in the cloud and in the on-premise model.
3. We model sales processes together with our clients. We create generators of offers and sales contracts. We automate all possible areas of the sales department.
4. We implement sales process control tools for the managerial staff. Reports that have been submitted manually so far are generated automatically and sent to e-mail.
5. We handle processes for many companies in one system. We process complicated authorization matrices and support multilingualism.
6. Baseline ™ automates daily activities: retrieves contractor data from the Central Statistical Office and VIES database, retrieves company data from KRS online, controls task deadlines and sends notifications to system users.
7. Each Deal has a clear, graphic form of the process. Thanks to this, the user is immediately aware of what stage of sales a potential customer is and who is an owner.
8. CRM Baseline ™ has a module for issuing invoices. Optionally, it can also download invoices from an external system and generate useful statistics.