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Solutions / CRM & Sales

Relationships,
Not just records.

Ditch the rigid, expensive CRM platforms. Basify lets you build a custom sales engine that fits your specific workflow, from first touch to closed-won.

Pipeline Management

Visualize your deals.

Track every opportunity as it moves through your sales cycle. Customize your stages and get a bird's-eye view of your revenue.

🎯 Sales

Visual Deal Tracking

Use the Kanban view to manage your sales funnel. Drag cards between stages to update deal status instantly.

  • Custom deal stages (Lead, Qualified, Demo, Proposal)
  • Automatic "Total Value" sums for each stage
  • Color-coded labels for deal priority
  • Assign sales reps to specific opportunities
Sales Pipeline · Kanban
Discovery £12k
Acme Corp
£5,000
Proposal £45k
Globex Inc
£15,000
Closed £80k
Stark Ent.
Won
Customer Context

Never miss a detail.

Relational lookups allow you to connect every meeting note, email, and file to a specific contact or company.

💬 History

The 360-degree view

Link your "Meetings" base to your "Contacts" base. When you view a client, you see every interaction your team has ever had with them.

  • Relational lookup fields to link People to Companies
  • Rich Text editor for detailed meeting minutes
  • File uploads for contracts and signed NDAs
  • Star ratings to track lead quality or sentiment
Contact Record: Sarah Chen
🏢
Company
Nexus Design
🔗
Linked Deals
Q4 Site Redesign
Lead Score
AI-Powered Sales

Smarter selling.

Use Basify AI to structure your CRM or enhance your sales communications in seconds.

✦ AI Builder
🧠

AI Schema Builder

Ask: "Build a real estate CRM with property listings, buyers, and viewing schedules" and watch Basify build it.

✍️

Email Enhancer

Draft a follow-up in a rich text field and use AI to improve the tone or summarize the key value props.

🔍

Smart Field Inference

Basify AI automatically suggests the right field types (Currency, Date, Assignee) for your sales data.

Sales Automation

Work while you sleep.

Eliminate manual data entry and repetitive follow-ups with no-code automation workflows.

⚡ Workflows

Closing on Autopilot

Set triggers based on deal updates to ensure no prospect falls through the cracks.

  • Trigger: When Deal Stage changes to "Won"
  • Action: Automatically email the onboarding team
  • Action: Update the "Closed Date" to today
  • Action: Send a webhook to your billing system
Automation: New Lead
Form Submission
New website lead
📧
Send Email
Auto-reply to lead
👤
Assign
Rotate to Sales Team

Ready to close more deals?

Join the sales teams running high-performance CRMs on Basify.