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 orCase studies
Customer:
Trans.eu Group
We have improved the flow of information in the sales department by increasing the efficiency (...)
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Customer:
SATIS GPS
We have reduced the time status reporting and sales decisions (...)
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Customer:
Fabryka Magika
We have reduced the time of bidding and order processing for our customers (...)
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CONTACT MANAGEMENT
- 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
PIPELINE
- 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
PBX INTEGRATION
- 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
GEOLOCATION
- 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
Android
iOSData security
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.
