CRM

We deploy Baseline where others don’t know how to do it or can’t do it. We design sales processes together with our clients. We believe that the deployment of CRM is just the beginning of our cooperation.

  • Import of contacts from a .csv file
  • Creation of leads based on the contact form
  • Integration with the Central Statistical Office’s business entity database
  • Support of any classification and parameterisation of counterparties
  • Division into lead and deal
  • Central database of counterparties
  • Defining the sales process
  • Graphic presentation of process stages
  • Entering statuses, notes, attachments
  • Recording of working time and calls
  • Settlement of targets and bonuses
  • Built-in calendar with an option of information sharing
  • Calendar view: day, week, month, list
  • Incoming/outgoing e-mail synchronisation
  • Plugins for MS Exchange, MS Outlook, Gmail
  • Own e-mail templates and footers
  • Mass mailing/newsletters
  • Recording and viewing sales staff travel history
  • Searching clients by radius on the map
  • Selecting optimum routes
  • Integration with Google navigation
  • Surveys featuring geolocation
  • Electronic offer wizard
  • Own pdf print templates
  • Circulation of offer and order approvals
  • Repository of sales contracts
  • Offer distribution by e-mail
  • Library of pre-defined reports (e.g. sales pipeline, sales dashboard)
  • Creator of own schedules and charts
  • Deadline expiry and appointment notifications
  • Reports on team activity
  • Export to Excel