Base CRM Tutorial

Introduction

Base is the complete and ultimate solution for any team that sells. With amazing sales and productivity tools for sales reps, it is the #1 web and mobile app in the market with breakthrough visual reporting for sales leaders.

Register account

Step 1

Go to the Addons section and select the Base CRM configure option.

Step 2

Here you can enter your Base CRM API Token.

Base CRM credentials

Your API Token is displayed in your Base CRM preferences.

Sending offline messages to Base CRM

After the configuration process you can send offline messages to Base CRM. This will create a new contact person and a case.

Sending chat transcripts to Base CRM

The same function is available for sending chat transcripts to Base CRM. You can also trigger the action from a chat session with a chat command.

  • $basecrm - Create Base CRM case from current chat