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Basiswork Sales

A modern, easy to use Customer Relationship Management (CRM) Solution

Manage leads, customers, tasks, pipelines, projects, issues & more for multiple industries.

Basiswork Customer Relationship Management System
PIPELINE · Q3 Leads · 142 Active
Lead Status Active
Hot Lead
Value ₹ 1.2M
Status Verified
Region Mumbai-1
Today's Flow Live
142
Active
12
Closed
System Sync Synced
Rajesh K.
Target 84% Met
Quotation Engine
Draft Saved · v2.1

Enhance Customer Relationships & convert more prospects into clients from your sales pipeline.

Make better Deals & Increase Profitability.

Last mile relationship management with your customers helping your organization enhance the performance of your sales team.

Basiswork CRM
Workflow

From Challenge to Resolution

Basiswork CRM connects the dots between your business problems and our solutions.

Lead Management

Lead Management

Log issues, track requirements, and capture data directly from the field or your desk.

Customer Management

Customer Management

Assign tasks, analyze data, and control the entire process centrally with audit trails.

Quotation & Pipeline

Quotation & Pipeline

Track outcomes, generate powerful reports, and ensure compliance and efficiency.

Marketing Management

Marketing Management

Track outcomes, generate powerful reports, and ensure compliance and efficiency.

Our Features

CRM & Sales Features

Lead Management
Manage and classify the leads on the basis of their status as Hot, Warm, Cold and streamline outputs on the go.
Customer Management
Manage elaborate customer relationship life cycles, their engagement, their payments and their issues under one roof.
Inquiry Management
Manage inquiries on the go and allocate to respective stakeholders through the system to enhance output.
Profit Management
Map and manage enterprise centric targets of sales on the basis of volumes, quantity and finances for your enterprise.
Target Management
Manage Agent-wise Sales targets and their achievement on the system through gamified dashboards in the CRM tool.
Sales Enablement
Never miss out on an opportunity to collaborate with a prospect or customer through robust integrations and sales enablement tools.
Expense Management
Manage agent Wise and account based expenses for better last mile connection and optimal profit estimation.
Proposal Management
Send pre templated formats on the click of a button and negotiate optimally with prospects seamlessly.
Invoice Management
Manage Proforma Invoices and Sales invoices for your enterprise through integrated invoice management functionalities.
Service Desk
Prioritise issue management and map and resolve client complaints and queries optimally.
Sales Book Management
Maintain an income and expense schedule for your enterprise for effective sales book management of your organization.
Credit Management
Maintain a tab on the outstanding customer dues and engage effectively through robust credit management parameters.
Third-party Integrations
Integrate seamlessly with third party applications for optimal performance and functional enhancement.
Customisation
The use to full potential of the application may be conducted through robust end to end customisation in accordance to your sales workflow.
Reports and Analytics
Map the organizational output through robust dashboards, graphs, analytics and powerful MIS reporting.
Why Basiswork Sales Tools

Relate better and function optimally through last-mile engagement with your customers

A powerful, Enterprise grade Sales tools built for growing businesses.

Easy to Use

Plug and Play, Customisable & Intuitive.

Scalable & Readily Integratable

Synchronise with other apps or evolve your business with other Basiswork tools.

Integrations & Workflows

The System can be customised End-to-End and take your workflows into account.

Multidevice Compatible

Utilise all applications on the Basiswork Suite on-the-go and on multiple authenticated devices.

Where work happens

Work from the office.Work from home.Work from anywhere.

Simple, smart software to run your business better — wherever your people happen to be.