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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

BasiqCRM is crafted from the ground up to prioritize the essentials of running a business—your customers, inventory, and team dynamics. Each business has its unique identity, so relying on generic CRMs made for others may not be the best approach. With BasiqCRM, you have the liberty to tailor every module to fit your specific business requirements, liberating you from unnecessary constraints. This allows you to manage your operations in a manner that aligns perfectly with your vision. In the age of information overload, how do you distill the crucial insights? BasiqCRM offers an exceptional visual sales pipeline and a real-time dashboard that provides live sales data, empowering you to monitor your business activities and make informed decisions promptly and confidently. It's truly a game-changer for agile teams. In today's smartphone-dominated world, what if your CRM was also accessible on mobile devices? BasiqCRM includes dedicated mobile apps across all smartphone platforms for your sales team, enabling them to perform at their best, while you facilitate their success in achieving greater results. By integrating mobile functionality, BasiqCRM ensures that your team remains productive and connected, regardless of their location.

Description

Access vital real-time information regarding customers, inventory, purchase orders, payables, and equipment to facilitate informed and lucrative decisions. Enhance your business operations by automating repetitive tasks and seamlessly transferring data from initial entry to final documentation without the need for redundant data input. Our performance dashboard empowers organizations to monitor essential metrics and make informed, data-driven choices aimed at refining their operations and fulfilling objectives. We offer a comprehensive array of labor costing tools, accommodating your choice of utilizing payroll or not. Furthermore, we fully support federal and state taxes, union wages, deductions, and job-specific pay rates. By aiding businesses in comprehending the costs linked to particular projects or jobs, we simplify expense tracking and enhance pricing strategies to ensure greater profitability. This holistic approach ensures that you can focus on growth while we handle the intricacies of financial management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

NET Karma

Website

basiqcrm.com

Vendor Details

Company Name

Automated Integration

Founded

1991

Country

United States

Website

www.automatedintegration.com

Product Features

Electrical Contractor

Billing & Invoicing No 
Commercial / Industrial No 
Contract Management No 
Customer Database No 
Electronic Signature No 
Mobile Access No 
Quotes / Estimates No 
Scheduling No 
Time Tracking No 
Work Order Management No 

Garage Door

Billing & Invoicing Yes 
Contract Management No 
Customer Management Yes 
Dispatch Management Yes 
Equipment Tracking No 
Inventory Management No 
Job Costing No 
Scheduling Yes 
Warranty Tracking No 

HVAC

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Maintenance Scheduling No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Plumbing

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Product Features

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Plumbing

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Technician Management No 
Work Order Management No 

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