BaseCloud CRM

Win At Business!

Tailored business processes that work for you, using BaseCloud CRM

Clients who use our CRM sytem

*feel free to ask them about us

Clients who use our CRM sytem

*feel free to ask them about us

A Uniquely South African CRM

Track and manage all leads and clients automatically with 100% accuracy.
Setup automation for your unique business processes.
Get notified before the ball is dropped.
Identify and solve business inefficiencies.
A Success Manager that continuously improves your business automation.
Accurate reporting at the click of a button.
Local and professional support.

WhatsApp integrated with BaseCloud CRM

Our software takes the manual process out of your work.

WhatsApp Integration

Integrating WhatsApp with BaseCloud CRM offers numerous benefits for businesses seeking to enhance customer relationships, streamline communication, and improve overall efficiency. By combining the power of WhatsApp automation and BaseCloud CRM, businesses can:

Centralize customer data:
Integrating WhatsApp with BaseCloud CRM allows businesses to consolidate all customer interactions and data in one platform. This enables a comprehensive view of customer history, preferences, and communication, resulting in better-informed decision-making and more personalized customer experiences.

Improve response times:
With WhatsApp integration, customer inquiries and messages can be managed directly within BaseCloud CRM. This allows businesses to respond more quickly and efficiently, enhancing customer satisfaction and fostering stronger relationships.

Enhance team collaboration:
By integrating WhatsApp with BaseCloud CRM, team members can collaborate and access customer information in real-time, ensuring that everyone is on the same page. This helps eliminate communication gaps and promotes seamless coordination across departments.

Automate routine tasks:
Integration allows businesses to automate tasks such as sending appointment reminders, updating customer records, or managing follow-up communications. This not only saves time but also reduces the risk of human error.

Track and analyze customer interactions:
Track and analyze customer interactions to provide valuable insights into customer behaviour and preferences. This data can be used to refine marketing strategies, improve products or services, and enhance overall customer experience.

Personalize communication:
By leveraging customer data stored in BaseCloud CRM, businesses can send personalized messages and offers to customers via WhatsApp. This targeted approach helps increase customer engagement and drive loyalty.

Streamline lead generation and nurturing:
BaseCloud CRM with WhatsApp integration can help businesses to manage leads more effectively, from initial inquiry to conversion. This includes tracking lead sources, nurturing prospects with personalized content, and monitoring the overall sales process.

Capture all phone calls emails website forms Facebook forms and LinkedIn forms

Why use BaseCloud CRM

Don't work harder, automate.

Manage your leads and clients in one central place

Increase your speed of operation

Automatic communication with customers

Define workflow to not drop the ball

Bulk communication (SMS / Emails)

Complete communication trails recorded

Automation unique to your business

Accurate Reporting

How much potential revenue is your business losing?

Without an efficient CRM and lead management system, you might be losing out on potential revenue.

REQUEST A DEMONSTRATION

What Makes BaseCloud CRM Unique

Our software takes the manual process out of your work.

Fully Automated

Phone calls (with recordings), emails and form submissions from your website, LinkedIn, Facebook and more pull through to our software automatically.

Marketing Channels Analysis

1) Google (Organic, Ads, GMB)
2) Facebook (Organic or Ads)
3) Billboards, Posters, Flyers
4) Radio
5) Vehicle Branding

Identify Missed Opportunities

Instantly know if your sales team has been missing calls/notifications or if they aren't getting back to leads quickly enough.

Stay Informed

Identify where to spend more time and energy to improve your business operations.

We build these process flows for your business

Our software takes the manual process out of your work.

Capture all phone calls originating from your Website, Facebook, Vehicle Branding and more.
Capture all emails coming into your business from various marketing platforms
Capture all Website Forms
Capture all Facebook and LinkedIn Forms, and more

Record incoming and outgoing calls
Automatically store these calls in the correct client profile
Have access to voice recordings of these phone calls
Get notified of missed calls and notify your clients of the missed call

Send emails and SMS’s to contacts, and/or make use of a list of email and SMS templates
Receive emails and SMS’s and have them stored under the correct client profile
Receive delivery, open, bounce and click reports
Send bulk emails and SMS’s

Send an email to someone:

Periodically, after XX days/months etc.
On status changes
On client detail/information changes
On any custom rule

Update contacts in MailChimp:

When status changes to something
When status changes from something to something else
On any custom rule

The CRM will remind you on what needs to happen today
Set future reminders for yourself
Set ‘ repeat’ reminders for yourself
Get a reminder if something did not happen

Send quotes and invoices from the CRM
These quotes and invoices will be sent through automatically to your accounting software
Get payment notifications through the CRM
Setup recurring invoices through the CRM

When the status does not change in XX days, notify the sales rep
When the status does not change in YY days, notify the manager
When something does not happen, notify someone

Real-world examples

Gain as much insight as you can by measuring where all of your leads are coming from.

Record incoming phone calls.

By measuring your phone calls, you will be able to make important decisions and you will be able to address potential problems arising from them.

Save time sending typical repetitive messaging.

Receive delivery, open, bounce and click reports.

Save time sending typical repetitive messaging.

Receive delivery, open, bounce and click reports.

Have the CRM notify you or your team on important information based on your own preferences.

Keep tabs on the progress of clients automatically – the CRM will send you notifications of ‘failure’.

Have your CRM perfectly synced up with your emailing software, like MailChimp, to ensure your email campaigns going out are perfect based on the most up-to-date information about the customer.

Follow a simple list of reminders that the CRM creates for you every day, to avoid dropping the ball. These reminders can be customised to your exact needs.