BasisPanel
Keep customer information, sales activity, follow-ups, and reporting in one connected working environment.
BasisPanel Integrated CRM gives sales and operations teams a structured way to manage leads, customers, sales opportunities, activities, and follow-up history.
Instead of keeping customer information across separate files and disconnected tools, teams can work with customer and sales records in the same operational environment. Connections with BasisAssistant, forms, and websites also help keep incoming information connected to the next step.
CRM is a core capability within BasisPanel, not a separate standalone product. It can also be offered as a replacement for an organization’s current CRM, depending on the agreed scope.
See how leads, customers, sales opportunities, and follow-ups are managed in BasisPanel Integrated CRM.
When lead, customer, opportunity, and follow-up information is stored across different files and tools, it becomes harder to see the real status of each customer. Part of the record may sit in one system, another part with a sales representative, and another in the history of calls or requests.
BasisPanel Integrated CRM brings these records into a shared working environment. Teams can see customers, opportunities, activities, follow-ups, and history together and understand where each case currently stands.
The result is a more organized sales and customer-management process, with less dependence on disconnected records and repeated information gathering.
From lead management and sales opportunities to follow-up and reporting.
Capture and manage leads, convert them into customers when appropriate, and organize customer records with fields and statuses that fit the sales process. Teams can also score leads and identify and merge duplicate customer records.
Manage sales opportunities through a defined pipeline and sales stages. Fields, statuses, and stages can be configured around the way the team works, making the position of each opportunity easier to understand.
Keep notes, activities, tasks, reminders, files, and attachments alongside the customer record. This keeps the next action connected to the customer instead of moving follow-up into another tool.
Review sales performance and pipeline reports, and use forecasting and sales-target capabilities to support planning and management oversight.
Integrated CRM also supports marketing campaigns, bulk messaging or email, pro forma invoices, invoices, contracts, and phone or call-center connectivity.
Incoming information can stay connected to the next step instead of being re-entered from scratch.
The type of CRM record created from a form can be configured for the use case. A form can create a lead, customer, sales opportunity, request, or another relevant record type.
If the person already exists in CRM, the default behavior is not to create another duplicate record. The existing record is updated, and the new interaction or request is connected to that record.
The website connection is not limited to sending form submissions into CRM. In authenticated scenarios, a website can also be configured to read permitted CRM information.
This capability is not restricted to websites built or managed within the Manzoomeh or BasisCloud Web ecosystem. Other websites can also be connected through configuration.
BasisAssistant can connect website interactions to CRM so lead information, interaction history, and follow-up remain connected to the sales process.
For more detail on connecting website interactions and CRM follow-up, see AI Assistant + CRM.
Each interaction can remain connected to a clear next action.
Customer information can reach CRM through documented channels such as forms, websites, or BasisAssistant.
A lead, customer, or sales opportunity can be placed in the relevant stage or status, with the required information kept in the same record.
Activities, tasks, reminders, notes, files, and related follow-up items can be kept alongside the customer record so the next action stays visible to the team.
Change history can include the user, time, and type of change. The source of incoming information is recorded, and transfer operations and connection errors can also be logged and followed.
The core CRM capability is not the same as a migration or synchronization project.
BasisPanel Integrated CRM can be offered as a replacement for an organization’s current CRM. CRM remains a capability within BasisPanel rather than a separate standalone product.
If data needs to be moved from an existing CRM, migration is treated as a separate service. Its scope is defined after assessment and documented in a separate statement of work.
Ongoing synchronization with a previous CRM is also outside the base CRM capability. It is provided as custom development and defined through an SOW.
Connections to another CRM or a specialized connector require a separate technical assessment.
Start with the core capability and evaluate requirements outside that scope separately.
Integrated CRM is a base capability within BasisPanel. Initial setup is mainly handled by the customer.
This page does not publish pricing or plan names. It also does not publish numeric limits for users, customers, leads, fields, reports, or data volume.
Services such as migration from a previous CRM and ongoing synchronization are separate from the base capability and are evaluated according to the project scope.
No. CRM is a core capability within BasisPanel and is not offered as a separate standalone product. It can also be offered as a replacement for an organization’s current CRM, depending on the agreed scope.
Integrated CRM supports lead and customer management, sales opportunities and pipeline stages, activities and follow-ups, notes, tasks, reminders, sales reporting, forecasting, sales targets, campaigns, commercial records, and phone or call-center connectivity.
Yes. The record type created by a form can be configured for the scenario, including a lead, customer, sales opportunity, or request. If the person already exists, the existing record is updated and the new interaction or request is connected to it rather than creating a duplicate record by default.
Yes. Connections to websites outside the Manzoomeh and BasisCloud Web ecosystem can be provided through configuration. In authenticated scenarios, a website can also be configured to read permitted CRM information.
BasisAssistant can connect website interactions to CRM so lead information, interaction history, and follow-up remain connected to the sales process. The dedicated AI Assistant + CRM page covers the integration path in more detail.
CRM data migration is provided as a separate service after assessment and is defined through an SOW. If ongoing synchronization with the previous CRM is required, that work is treated as custom development and is also defined through an SOW.
