Welcome to BasaltCRM, the all-in-one Artificial Intelligence-assisted OS designed specifically to empower businesses with sophisticated technology. BasaltCRM unifies your entire business operation into a single, intelligent workspace.
Core Capabilities
BasaltCRM is more than just a CRM; it's a complete business engine.
1. Sales Intelligence & FlowState
Maximize conversions with AI-driven insights and visual workflow automation.
Pipeline Management: Visual Kanban boards for deals.
FlowState: Build complex, visual workflows to automate lead handling and team actions.
2. Operational Efficiency
Project Boards: Manage tasks, files, and team collaboration in one place.
Invoicing: Generate contracts and invoices instantly from closed deals.
3. AI-First Design
VoiceHub: Deploy AI agents that can talk to your customers on the phone.
: Automated multi-channel outreach that feels personal.
Sequences
Smart Chat: An omnipresent assistant that knows your business context.
Navigation Overview
Dashboard: Your command center with high-level KPIs.
CRM: Contacts, Companies, and Deals.
University: Interactive guides and architectural diagrams to master the platform.
Projects: Task management and deliverables.
Sequences: Automated outreach campaigns.
VoiceHub: AI voice agent configuration.
Need Help?
Docs: You are here!
University: Visit /university for visual walkthroughs.
Discord: Join our community for real-time engineering support.