Smart CRM
Manage your clients efficiently, track opportunities and organize all interactions with visual and customized workflows.
Complete CRM system that allows you to manage clients, track sales opportunities and organize all business interactions. With visual kanban, custom fields and total integration with other Baseportal modules.
Main Features
Client Management
Complete registration with custom fields, detailed history, associated files and contracts. Advanced search and grouping by categories.
Groups and Companies
Organize clients in groups or companies with hierarchical view. Shared access by teams and consolidated view of interactions.
Custom Fields
Add text, number, date, multiple selection fields. Configure required, editable or read-only fields by sections.
Sales Kanban
Trello-style visual pipeline with multiple funnels. Customizable cards, drag-and-drop and integration with tasks and contracts.
File Center
Organize files and contracts by client or group. Quick view of important documents in each profile.
Access Control
Define permissions by user or team. Restrict viewing by access level with change history and auditing.
Use Cases
Agencies and Consulting
Manage clients, projects and opportunities with visual pipeline customized for your sales process.
Clinics and Healthcare
Organize patients, consultation history and medical documents with specialized access control.
Service Providers
Track clients, contracts and ongoing projects with visual kanban and integrated management.
Sales Teams
Complete sales pipeline with customizable funnel, lead management and opportunity tracking.
How It Works
Configure your CRM
Customize fields, configure sales funnels and define access permissions for your team.
Import or Register Clients
Add clients manually or import from spreadsheets. Organize in groups and companies as needed.
Manage Opportunities
Track leads in visual kanban, move cards between stages and associate tasks and documents.
Integrate with Other Modules
Connect with forms, contracts, tasks and files for complete and integrated management.
CRM Differentiators
Simple and Powerful
Start quickly without giving up flexibility. Intuitive interface with advanced features.
Fully Customizable
Customize fields, flows and views without programming. Adapt to your process.
Complete Integration
Natively connected with tasks, contracts, forms and files from Baseportal.
Visual Flows
Intuitive kanban to track sales and relationships with drag-and-drop movement.
Specifications
Included Features
Ready to transform your client relationships?
Implement a CRM that grows with your business and adapts to your processes.
Schedule your demonstration
Fill out the fields below and we will contact you within 2 hours
What you will see
In your personalized demonstration
- Sales pipeline demonstration
- Custom fields configuration
- Client and opportunity management
- Integration with other modules
Included benefits
No costs or commitments
- Free 30-minute demonstration
- Analysis of your sales process
- No costs or commitments
- Custom configuration included
How it works
Simple and fast process
Fill out the form
Tell us about your company and needs
We schedule the time
We will contact you within 2 hours
Personalized demonstration
We show you how to solve your challenges
Schedule your demonstration
Fill out the fields below and we will contact you