basiscrm.com

What It Is

BasisCRM is a cloud-based CRM and business process automation system aimed at Ukrainian companies. It is positioned as a tool for managing customers, sales, tasks, documents, finance, and analytics workflows. The materials also mention POS, electronic cash registers, loyalty programs, and programmatic RRO integration, suggesting that it is not only for pure sales teams but also covers some retail and store-operation scenarios.

Core Features and Collaboration

Its core modules include a customer database, configurable sales funnels, sales/finance/customer analytics, task management, scheduling, automated document generation, cloud file storage, telephony, chat, call tracking, and automatic notifications. For employees, the system emphasizes reducing manual data entry, automatically generating documents, providing daily/weekly/monthly task lists, and preserving customer transaction history. For managers, it supports real-time task tracking, sales and contract management, accounting documents, and report generation. The Enterprise plan also offers branch management, branding, and custom development.

Pricing and Trial

BasisCRM uses a monthly subscription model: Basic is 849 UAH/month and includes the customer database, documents, calendar, tasks, analytics, and 20GB of storage; Premium is 1649 UAH/month and adds telephony, chat, flexible sales funnels, advanced analytics, and 50GB of storage; Enterprise is 4149 UAH/month and adds branch management, priority support, custom development, and 100GB of storage. Annual billing includes 1 free month, and a 14-day free trial is available. No permanently free plan was found.

Integrations, Security, and Deployment

The materials repeatedly mention integration with third-party services, tools, and software products, including VoIP, call tracking, live chat, sales/marketing SaaS, and programmatic RRO, but do not provide a specific integration list. On security, the product claims multi-level protection against unauthorized access and two-factor authentication. Deployment is cloud-based with support for remote access. There is no mention of self-hosting, APIs, developer documentation, encryption, backups, or compliance certifications.

Pros, Cons, and Best Fit

Its strengths are relatively comprehensive functionality, transparent pricing, a low barrier to trial, and localization for Ukrainian business needs. Its weaknesses are limited disclosure around internationalization, APIs, specific integrations, and compliance; automated data migration from other CRMs is still under development. It is best suited to local Ukrainian SMBs, growing sales teams, companies that need telephony/chat/funnel/reporting in one system, and businesses with store or branch management requirements.

Access from China

The materials do not provide information on access from mainland China, a Chinese interface, RMB payments, or local service support, so its access status is unknown. Chinese companies evaluating CRM options may also compare it with Salesforce, HubSpot CRM, Zoho CRM, Bitrix24, Pipedrive, as well as domestic alternatives such as 纷享销客, 销售易, and 悟空CRM.