Run your entire pipeline, team, and organization from one place.
Baseel brings leads, deals, contacts, and marketing together with enterprise-grade roles, permissions, and multi-organization administration — so sales teams move fast and admins stay in control.
From first click to closed deal
Here's the journey a real prospect — and your team — takes through the platform.
- Step 1
Sign up & sign in securely
Register your organization and create an admin account. Every login issues a JWT-backed session — with optional 2FA — that scopes everything you do to your identity and your org.
- Step 2
People start entering — two ways
Add Contacts directly or import via CSV. Or capture Leads from web forms, webhooks, and campaigns — automatically scored 0–100 and routed to the right rep by your assignment rules.
- Step 3
A lead becomes a contact
One click converts a qualified lead: it creates the Contact, links or creates the Company, and opens a Deal in your pipeline — ready to work.
- Step 4
Deals move through your pipeline
Drag deals across a Kanban board — Contacted → Demo → Proposal → Won. Attach products, set a deal value, and generate a quote, with forecast value tracked at every stage.
- Step 5
Every touchpoint gets logged
Calls, meetings, tasks, and emails all attach to the contact or deal's timeline. Google Calendar sync and BCC/IMAP email logging keep it automatic, with reminders so nothing slips.
- Step 6
Marketing keeps the funnel warm
Segment contacts, run targeted campaigns, and automate follow-ups — like emailing everyone three days after a demo. Opens and clicks feed straight back into the timeline.
- Step 7
Everyone sees the numbers that matter
Dashboards and reports roll up pipeline value, conversion rates, and campaign performance — scoped to exactly what each role is allowed to see.
Everything your business needs, built in
One connected platform for revenue teams and the admins who support them.
Lead & Pipeline Management
Capture, score, and route leads through configurable pipelines from first touch to close.
Deals & Revenue Forecasting
Track deal stages, forecast revenue against actuals, and see exactly what's about to close.
Companies & Contacts
A shared source of truth for every account, contact, and the relationships between them.
Calendar & Task Management
Keep meetings, follow-ups, and team tasks organized without leaving the CRM.
Email & Marketing Campaigns
Send templated sequences and track campaign performance alongside your pipeline.
Reports & Analytics
Conversion funnels, team leaderboards, and pipeline distribution, always up to date.
Roles & Permissions
Fine-grained module, menu, and record-level access control for every role in your org.
Platform Administration
A cross-organization dashboard for platform and tech admins to monitor every tenant at a glance.
Audit Logging
A complete, searchable trail of who did what, when — for compliance and peace of mind.
Insight for every level of your organization
From day-to-day sales performance to platform-wide oversight across every tenant.
For your team
A live dashboard every sales rep and org admin sees the moment they sign in.
- Real-time revenue, deals, and conversion-rate summary cards
- Pipeline distribution and monthly revenue-vs-forecast charts
- Team leaderboard ranked by closed revenue
- Live headcount, department, and activity breakdowns
For platform admins
A dedicated Platform Dashboard for Super Admins and Tech Admins, spanning every organization.
- Cross-organization overview: orgs, users, revenue, open deals
- Organization growth trends, month over month
- Live platform pulse — active sessions and audit activity
- System health: API error rates, latency, notification delivery
Access control that matches how your org actually works
Configure module permissions, menu visibility, and record-level access per role — down to whether someone can see only their own records or the whole organization's. Every change is captured in a searchable audit trail.