BASALTCRM

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BASALTCRM

AI-POWERED RELATIONSHIPS

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

[email protected]

NAVIGATE

Home
Features
AI Agents
Pricing
Developers

ECOSYSTEM

BasaltHQ
BasaltSURGE
BasaltERP
BasaltCMS
BasaltECHO

CONNECT

Twitter
LinkedIn
GitHub
Discord

CRM University - Documentation | BasaltCRM

Overview & Getting Started

Introduction to BasaltCRM
Initial Setup & Configuration

CRM Core

CRM Core: Contacts & Accounts
Leads & Pipeline Management

Outreach & Growth

Sequences: Automated Outreach
VoiceHub: AI Voice Agents

Automation

FlowState: Visual Workflows

Productivity

Tasks & Project Management

Sales Ops

Invoices & Payments

Learning

CRM University

Developer

API Reference & Developers

Back to Documentation

Learning

CRM University

Master BasaltCRM through interactive diagrams, calculators, and guided walkthroughs.

Key Resources

Project Workflow: A step-by-step visual of how to run outreach at scale.

Flow Architecture: Technical diagrams of lead conversion and data flow.

Points Calculator: Gamification rules showing how to level up your sales performance.

Learning Center: Video tutorials and best practice guides.

Visit CRM University to start your training.