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    Your Business. Supercharged. Empowering companies with autonomous AI agents that drive revenue and customer satisfaction.

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    Locations
    • New York
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    Overview & Getting Started

    • Introduction to BasaltCRM
    • Initial Setup & Configuration

    CRM Core

    • CRM Core: Contacts & Accounts
    • Leads & Pipeline Management
    • Opportunities & Deals

    Outreach & Growth

    • LeadGen Wizard
    • Sequences: Automated Outreach
    • BasaltECHO: AI Voice Agents
    • Lead Pools & Campaign Management
    • Form Builder
    • Emails: Inbox Management
    • Dialer & Telephony

    Automation

    • FlowState: Visual Workflows

    Productivity

    • Tasks & Project Management
    • Dashboard & Widgets
    • Messages & Team Communication
    • Reports & Analytics

    Sales Ops

    • Quotes & Products
    • Invoices, Contracts & Payments

    Strategy

    • The 10-Step GTM Playbook

    AI & Intelligence

    • AI Lab & Prompt Engineering

    Service & Support

    • Cases: Service Cloud

    Governance

    • Approvals & Guard Rules
    • Roles & Permissions Deep Dive

    Learning

    • CRM University

    Developer

    • API Reference & Developers

    Gamification

    • Quests