BaseOneCRM Version 4.6

Windsor Business Hub Network - BaseOneCRM - Which account type is best use case?

Have you make a choice?


Individual Account

For independent salesperson and freelancers

Consultants, freelancers and for building "personal" sales pipeline independently.

Each account/user holds its own sales process. Recommended for

individuals and small business with small number of independent sales agents

Corporate Account

For small business, sales departments and sales networks

For sales departments or organizations where a main account would be creating additional

sales accounts and/or additional manager(s) and view department pipelines without interfering with

individual accounts. Support for more than one sales manager. Recommended for teams of

two or more sales agents.