Introduction to BasaltCRM
Welcome to BasaltCRM, the AI-native revenue operating system built for modern sales teams. BasaltCRM unifies your entire Go-To-Market lifecycle — from lead discovery to project delivery and customer success — into a single, intelligent workspace.
Core Capabilities
BasaltCRM is more than a pipeline tracker. It's a complete business engine with over 30 integrated modules designed to give your team an unfair advantage.
1. AI-First Architecture
LeadGen Wizard: Autonomous AI agents crawl the web to discover, qualify, and populate your pipeline. No more empty desks. AI Insights Widget: Neural health checks across revenue risk, data integrity, task velocity, contract status, and campaign performance — all surfaced on your dashboard. AI Lab: Built-in prompt engineering workspace with multi-model support (OpenAI, Anthropic, Azure AI, Google, Mistral, DeepSeek). Smart Chat: An omnipresent assistant trained on your business context.2. Revenue Operations
Full GTM Pipeline: Campaigns → LeadGen → Accounts → Lists → Contacts → Leads → Opportunities → Quotes → Contracts → Invoices → Projects → Cases. Every entity linked, every signal tracked. Drag-and-Drop Dashboard: 20+ configurable widgets including Revenue Pacing, Outreach ROI, Lead Pools, AI Insights, Team Analytics, and a full Kanban board. Sales Command: A unified command center for personal and team performance analytics.3. Telephony & Voice AI
BasaltECHO: Deploy real-time AI voice agents capable of natural conversations — inbound support, outbound prospecting, and live meeting booking. Powered by ultra-low latency WebRTC streaming. Integrated Dialer: Web-based telephony with call history, recordings, and CRM-context during calls.4. Support & Operations
Cases & Knowledge Base: Full service-cloud capabilities with SLA tracking, ticket priorities, and a self-service help center to deflect issues. Calendar & Events: Unified scheduling, meeting bookings, and team availability management integrated directly with CRM entities.5. Automation & Workflows
FlowState: A visual, node-based workflow builder powered by React Flow for complex process automation. Outreach Sequences: Automated multi-channel sequences (Email, SMS, Tasks) with AI personalization.Navigation Overview
Dashboard: Your command center with high-level KPIs and configurable widgets. CRM Core: Accounts, Contacts, Leads, and Opportunities. Sales Command: Personal and team performance analytics. AI Lab: Prompt engineering and AI agent configuration. LeadGen Wizard: Autonomous prospect discovery. Lead Pools: Lead distribution and campaign management. Outreach: Automated multi-channel sequences. FlowState: Visual workflow automation. Projects & Tasks: Delivery management. Quotes & Contracts: Proposal and deal closing tools. Invoices: Billing and payment management. Calendar: Unified meeting and resource scheduling. BasaltECHO: AI voice agent deployment and configuration. Dialer: Integrated web telephony. University: Interactive guides, certifications, and platform training. Messages: Internal team communication. Form Builder: Embeddable lead capture forms. Reports: Business analytics and custom reports. Cases: Support ticket and SLA management. Knowledge Base: Help center articles and category management. Products: Product and inventory catalog. Approvals: Enterprise approval workflows. Guard Rules: Data validation logic management.Need Help?
Docs: You are here! University: Visit University for interactive walkthroughs, certifications, and visual GTM flowcharts. Discord: Join our community for real-time engineering support.