CRM strongly
customized to your needs

Imagine a software perfectly designed to control the sales processes within your organisation.

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.

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Case studies

Corab
Customer:
Corab
We have increased the efficiency of the sales team and improved the results forecasting system
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Datera
Customer:
Datera
The implementation of electronic document flow allowed to increase control over the circulation (...)
read more
Trans.eu Group
Customer:
Trans.eu Group
We have improved the flow of information in the sales department by increasing the efficiency (...)
read more
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



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Mobile apps

Manage Leads, Contacts and Appointments right from your Android or iOS device. Check this out and take action from anywhere.

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Data 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.

Customer Support

We provide solutions with professional consulting and support services

Customer feedback
Polcom S.A.

We were looking for an intuitive program that would provide support in customer relationship management that would allow us to increase the effectiveness of our sales activities. Thanks to Baseline™, we have the ability to create a strategic repository of information for us and the ability to efficiently manage it.

Anna Kulikowska Business Development Manager
Polcom S.A.
Datera

An important element of the implementation was the support of the sales process and coordination of the work of the sales team in the company through the integration of CRM Baseline™ with our own virtual VoIP exchange – Datera Call-eX Cloud. The integration improved the ergonomics of traders’ work.

Paweł Cacko Sales Director
Datera
Trans.eu

We have chosen Baseline™ from among a huge number of CRM systems. The possibilities offered and a good implementation team satisfy all our needs.

Krzysztof Lubieniecki Main System Architect, Wrocław
Trans.eu
SATIS GPS Sp. z o.o.

Baseline™ CRM brought order to our basic sales processes. It helps our salesforce to perform their everyday job duties faster and more efficiently.

Monika Szymaniak Marketing Manager, Warszawa
SATIS GPS Sp. z o.o.
Fabryka Magika Sp. z o.o.

Baseline™ automated the client quotation process and the manufacture orders processing. End users get our products in shorter time.

Michał Czeluśniak Chief Executive Officer, Kraków
Fabryka Magika Sp. z o.o.
Frapol Sp. z o.o.

Baseline™ has automated and speeded up our offer preparation process and our sales department has received more professional and more innovative operating tool.

Jarosław Wojtal Sales Director, Kraków
Frapol Sp. z o.o.
PromoHolding Sp. z o.o.

Baseline™ is a tool meeting our expectations, enabling smooth and dynamic development of individual companies within the group.

Ryszard Chmura Chairman of the Board, Kraków
PromoHolding Sp. z o.o.
RiM Sp. z o.o.

Tailoring Baseline™ to our individual needs not only has improved the company’s internal operations, but also made it easier with respect to customer handling processes.

Łukasz Kuźmiński Member of the Board, Warszawa
RiM Sp. z o.o.
Grow your business with Baseline™
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