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CRM & Sales

A pipeline your team will actually use — leads in, deals tracked, and nothing falling through the cracks.

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Why it matters

Most growing teams don’t lose deals because the product is wrong. They lose them because the pipeline lives in someone’s inbox, a WhatsApp thread and a spreadsheet nobody trusts. We give sales a single, simple system they open every morning.

  • Leads scattered across email, WhatsApp and memory
  • No single view of what’s in the pipeline or what it’s worth
  • Follow-ups depend on someone remembering
  • Reporting is a manual, end-of-week scramble
What's included

Everything you need, configured to you.

Pipeline & deal management

Stages built around how you actually sell, with the fields and views your team needs — nothing they don’t.

Lead capture

Website forms, WhatsApp and landing pages feed straight into the CRM, deduplicated and assigned automatically.

Routing & follow-ups

Leads land with the right rep, and automated reminders and sequences keep every deal moving.

Quotes & proposals

Generate branded quotes from a won deal, with approval steps where you need them.

Dashboards & forecasting

Live pipeline value, win rates and rep scorecards a sales lead can read in ten seconds.

How it works

From first call to live.

01

Map your process

A short working session to capture how leads become customers today — stages, owners, hand-offs.

02

Configure the CRM

We build the pipeline, layouts and permissions around that process, not a generic template.

03

Automate capture & follow-up

Connect your lead sources and set the routing, reminders and sequences that remove manual work.

04

Train & go live

Your team learns the system on their own data, with runbooks they’ll actually use.

Key capabilities
  • Custom pipelines and multiple sales processes
  • WhatsApp, web-form and landing-page lead capture
  • Automated lead scoring and assignment
  • Follow-up sequences and task reminders
  • Quote and proposal generation
  • Role-based dashboards and forecasting
In practice

A Dubai brokerage that stopped losing leads

A property team was juggling enquiries across three portals, WhatsApp and a shared inbox. We routed every source into one pipeline, auto-assigned by area, and added stage-based follow-ups.

Nothing waits unassigned, the sales lead sees the whole pipeline live, and follow-up is automatic rather than heroic.
FAQ

Common questions.

No. We configure the CRM around your existing process and only suggest changes where they clearly remove friction.

Your next step

One call. A clear plan. No pitch deck.

Tell us where the friction is. We'll come back with a 1-page proposal — scope, timeline, price — within 48 hours.

connect@1base.io