CRM University

Master BasaltCRM through interactive diagrams, certification paths, simulations, and guided walkthroughs.

Key Resources

Visual Mermaid-powered flowcharts covering the entire 10-step GTM lifecycle. Multi-page diagram rendering for detailed architectural documentation.

Guided learning tracks for onboarding new reps:

CRM Fundamentals: Navigation, data model, and basic workflows.

Sales Operations: Pipeline management, quoting, and deal closing.

Outreach Mastery: Sequences, LeadGen Wizard, and Lead Pools.

Admin Certification: Roles, permissions, AI configuration, and team management.

An interactive training environment to practice the full sales cycle in a sandbox — from lead discovery to deal close.

Part of the University module, the Prompt Lab provides workspace for prompt engineering with live testing against multiple AI models.

Visual documentation for connecting BasaltCRM to external systems — email providers, payment gateways, voice infrastructure, and storage backends.

Gamification rules showing how to level up your sales performance through consistent activity and milestone achievements.

FREE: Core learning materials and workflow diagrams.

BASIC+: Full access including Performance tracking, Certifications, and Prompt Lab.

Visit CRM University to start your training.