Introduction to BasaltCRM

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.

Sequences: Automated multi-channel outreach that feels personal.

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.