Overview
This guide walks you through setting up your first Baseerat workspace and creating your first pipeline. By the end, you'll have a working CRM with at least one pipeline, some contacts, and your team invited.
Step 1: Create your workspace
Sign up at baseerat.app/register. Enter your company name, number of salespeople, and your primary use case (outbound, inbound, or mixed). Your workspace is isolated, other companies cannot see your data.
Step 2: Create a pipeline
Go to Pipelines → New Pipeline. Give it a name (e.g., "Enterprise Sales") and add stages. The default stages are: Lead In → Qualified → Proposal → Negotiation → Closed Won. You can rename, reorder, or add stages at any time.
Step 3: Add your first contacts
Go to Contacts → Import or Add Manually. For a quick start, add 3–5 contacts by hand. Each contact needs at minimum: name, email, and company. Phone number and custom fields are optional.
Step 4: Create a deal
From any contact record, click "Add Deal." Select a pipeline, set a deal value, and assign an owner. The deal will appear in the first stage of your pipeline. Drag it between stages as the opportunity progresses.
Step 5: Invite your team
Go to Settings → Team → Invite. Add teammates by email. Assign roles: Admin, Sales Rep, or Viewer. Each teammate gets their own login and can be assigned deals as owners.
What's next
Now that your pipeline is running: set up email integration to log emails automatically, configure automation triggers to fire notifications on stage changes, and connect WhatsApp for multi-channel outreach.