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Increase your business sales and customer loyalty with the CRM module in Basis Panel

By using the CRM module in Basis Panel, experience a major transformation in your customer management. With its 360‑degree view and unified data, the system provides real‑time access, intelligent decision‑making and an improved customer experience for your business. Advanced filters and sales‑team monitoring help you boost organisational productivity to a higher level.

Advanced data filtering capabilities
Sales team monitoring
  360‑degree customer view
Real‑time tracking
Integrated information system
basis Comprehensive system

The CRM module meets all your organisation’s customer‑relationship management needs in one integrated, coherent platform. It streamlines lead and opportunity management and makes it easy to track deals and calls, issue pro‑forma invoices and customer invoices. The CRM module in Basis Panel gives you a complete profile of every customer, including interaction history and precise segmentation, elevating your organisation to a new level of productivity in customer communications and management.

basis 360‑degree customer view

Focusing on accessibility, the CRM module lets you have your organisation’s critical information anytime, anywhere. Implemented as a web‑based SaaS solution, it ensures fast and easy access to data under any circumstances.

basis True information integration

True information integration in the CRM module frees the organisation from scattered data and manages all information centrally. Eliminating duplicates, automatic updates and continuous synchronisation enhance data quality and create effective links among different departments. Sharing information and coordinating teams allow unified workflows and data‑driven decisions based on up‑to‑date, accurate data.

basis High accessibility

Focusing on accessibility, the CRM module lets you have your organisation’s critical information anytime, anywhere. Implemented as a web‑based SaaS solution, it ensures fast and easy access to data under any circumstances.

Integrated with :

basis Project management
basis Financial system
basis Domain management
basis Shared folder
basis Ticketing system
basis Process builder

Other features of the CRM module

Sales team monitoring and oversight

The CRM module provides detailed monitoring of the sales team, helping you optimise its performance and productivity. Using performance‑tracking tools, key metrics and sales targets, you can easily evaluate your team’s success rate and follow activities on a scheduled basis.

Sales team monitoring and oversight

The CRM module provides detailed monitoring of the sales team, helping you optimise its performance and productivity. Using performance‑tracking tools, key metrics and sales targets, you can easily evaluate your team’s success rate and follow activities on a scheduled basis.

Sales team monitoring and oversight

The CRM module provides detailed monitoring of the sales team, helping you optimise its performance and productivity. Using performance‑tracking tools, key metrics and sales targets, you can easily evaluate your team’s success rate and follow activities on a scheduled basis.

Frequently Asked Questions

What are the benefits of using a ticket management system?

Why has the demand for ticket management tools grown due to increasing market competition and more complex customer interactions?

In what ways does a ticket management system support centralized handling of customer and employee needs within an organization?

In what ways does providing prompt responses and resolving issues efficiently contribute to increased customer satisfaction?

Why is the ticket management system an essential tool for modern organizations, and what effect does it have on customer engagement and organizational efficiency?

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