BaseCloud CRM
Smart CRM: Simplify Work, Amplify Results
Built specifically for Sage, this CRM eliminates the gap between sales and accounting. Create quotes and invoices once, and watch them automatically appear in your Sage software. With deep integrations into Gmail and Microsoft 365, your entire business workflow stays in perfect sync. Turn complex processes into automated simplicity, while we handle the repetitive tasks.
Benefits
Seamless Sage Integration
Your sales process syncs perfectly with Sage - create quotes and invoices once, and they automatically appear in your Sage accounting software.
Your sales process syncs perfectly with Sage - create quotes and invoices once, and they automatically appear in your Sage accounting software.
Email Integration
Full integration with Gmail and Microsoft 365 keeps all your communications organized and automatically linked to the right contacts and opportunities.
Full integration with Gmail and Microsoft 365 keeps all your communications organized and automatically linked to the right contacts and opportunities.
Time-Saving Automation
Let smart automation handle your repetitive tasks while you focus on building relationships and closing deals.
Let smart automation handle your repetitive tasks while you focus on building relationships and closing deals.
Automated Workflow
Transform complex tasks into simple automated processes, reducing manual work and eliminating human error.
Transform complex tasks into simple automated processes, reducing manual work and eliminating human error.
File Storage & Document Management
Keep all your customer-related documents in one place. Every email attachment, quote, and document is stored logically and linked to the relevant customer.
Keep all your customer-related documents in one place. Every email attachment, quote, and document is stored logically and linked to the relevant customer.
Custom Tables & Project Management
Create custom tables to track anything - from project milestones to education class lists. Turn your CRM into a flexible project management tool that adapts to your business needs.
Create custom tables to track anything - from project milestones to education class lists. Turn your CRM into a flexible project management tool that adapts to your business needs.
Customer Communication Tracking
Track all customer interactions in one place - emails, calls, meetings, and documents are automatically organized by customer and opportunity.
Track all customer interactions in one place - emails, calls, meetings, and documents are automatically organized by customer and opportunity.
Details
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