4.98 Google rating

Calls, texts, WhatsApp and quotes. One CRM.

BaseCloud is a full sales and service platform — native VoIP, WhatsApp, SMS, email, quoting, invoicing and automation in a single system. Every call, message and quote lands on the client record.

Start your 48-Hour SwitchSee pricing
  • Live in 48 hours
  • Data migrated
  • Team trained
  • No per-feature paywalls

As featured in

  • News24
  • BusinessTech
  • Top 20 Business Award

One platform

Every tool your team needs, on one client record.

Full platform on every plan. Nothing is held back for a higher tier and nothing is sold as an add-on.

  • Texting

    Two-way SMS with your clients, sent and received on the client record.

  • Native VoIP calling

    A built-in business phone system on tier-1 carrier networks. Calls are recorded, transcribed and summarized on the client record.

  • AI receptionist

    Answers every call 24/7 and books jobs onto your Dispatch board or appointments on your calendar while the caller is on the line.

  • WhatsApp Business API

    Official Meta integration. The thread belongs to the business, not to a rep’s personal phone.

  • Email

    Connect Microsoft 365 or Gmail. Replies thread automatically, and new emails are matched to the right client.

  • Pipelines & lifecycle

    Your own stages from first inquiry to won, with each lead’s source captured from the start.

  • Quoting & pricebook

    Categories, services, equipment and bundles, with bundle costs that roll up from their parts.

  • BaseCloud Books

    Double-entry accounting with bank feeds and reconciliation, built from your invoices automatically.

  • Shared support inboxes

    Support email is routed to the right person, with an unclaimed queue so nothing slips through.

  • Automation & AI

    Call summaries, follow-ups, reporting and hand-offs that run without anyone driving them.

Pipelines & lead management

Every lead lands in one pipeline

Leads arrive from your ads, your forms, your inbox and your phone system into a single pipeline, with lifecycle stages that mean something and an owner on every record.
  • Automated follow-up when a lead changes stage, after the delay you choose
  • Pipeline stages you define, from first inquiry to closed won
  • Ad click and UTM data captured with every form lead
  • An owner on every record, with follow-up tasks and due dates
See how the pipeline works

Messaging

WhatsApp, SMS and email on the client record

Every channel your clients actually use, connected properly and owned by the business. The thread survives the rep leaving and the handset breaking.
  • Official WhatsApp Business API through Meta’s Embedded Signup
  • Two-way business texting
  • Microsoft 365 or Gmail connected, replies threaded automatically
  • Make and receive calls, texts and emails
  • Works on your phone: add it to your home screen
See the messaging stack

Telephony

Incoming and outgoing calls direct from the system.

The call is answered, recorded and transcribed, and moments after it ends a summary with action points appears on the client record.
  • Keep your existing numbers, porting in is free
  • Calls recorded and transcribed
  • AI summaries with action points written back automatically
  • Complete call history on every client
  • Integrate with your existing physical handsets
  • An AI receptionist answers every call 24/7 and books the job while the caller is on the line
See the call flow

CRM software for businesses that can’t afford to lose data

Trusted by growing businesses. Independently security-assessed.

HIPAA compliant, and we sign a BAA

Enterprise-grade cloud hosting, encrypted in transit and at rest, with daily backups and permissions enforced everywhere. Audit logs are kept for six years in a tamper-proof archive, and activity logs show who changed what on each client record, and when. Your data stays yours.

See how BaseCloud protects your data

Rated by the businesses using it daily

4.98out of 5

Read the reviews

Automation & AI

The admin work happens without anyone doing it.

Automations fire on the events that matter. Code tasks call any web API or AI model, with keys stored encrypted in BaseCloud. The result is a team that spends its day selling and serving rather than retyping.
  • Follow-up sequences across call, WhatsApp, SMS and email
  • AI call summaries with action points, written straight to the record
  • Connect any software or AI model with your own key, stored encrypted
  • AI for every user, paid by use
  • Zapier-style workflow builder that connects your other tools
  • Integrates with QuickBooks Online, Xero, Google Docs, Google Sheets and any tool with an API

Quoting & pricebook

Build the quote from a pricebook, not from memory.

Categories, services, equipment and bundles, priced once and used everywhere. Every new quote picks up current pricing, and quotes already sent stay exactly as sent.
  • Categories, services, equipment and bundles
  • Bundle costs roll up from their components, so your margins stay accurate
  • Quote, invoice and get paid from the client record
  • Line items locked in when the quote is made, so it always shows what was offered
See the pricebook

Reporting

Know which channel actually pays.

Because the ad click, the call, the quote and the invoice all sit on the same record, the reporting is arithmetic rather than archaeology.
  • Closed revenue sent back to Google and Meta as conversions
  • Call and sale outcomes reported back to Google Ads
  • Revenue by rep, filterable by source and status
  • Ready-made dashboards from day one
See the reporting

In their words

The teams that switched.

Read all reviews

Moving to BaseCloud was the best decision we could have made. The onboarding process was very professional. … It is comforting knowing you have a team of professional, knowledgeable people at your disposal.

Pieter vd WaltGoogle review

Excellent service, professional team. The best I ever worked with.

Sandra ViljoenGoogle review

Very professional and helpful. They consistently go out of their way to assist wherever needed. I would highly recommend them.

Annelien BouillonGoogle review

Very knowledgeable team that understands our market.

Alan FritzGoogle review

Thank you BaseCloud for … helping me get up to speed with your platform so that we could help our client fully integrate with your CRM.

Julian WesselooGoogle review

Great team and very knowledgeable. Patient, but they keep their fingers on the pulse. Highly recommend.

The Capital DistilleryGoogle review

Thank you to the incredible BaseCloud team for all your hard work and support.

Belinda VD MerweGoogle review

Brilliant company!

Pieter KoelewynGoogle review

Onboarding

Live in 48 hours. Data migrated, team trained.

The 48-Hour Switch is a one-time fee of $1,500, and it is waived entirely on a two-year commitment. You keep your numbers and you keep your history. Your team’s only job is to show up to the training.

  1. Step 1

    We map how you actually work

    We go through your pipeline, your data and the handoffs your team makes every day, so nothing gets configured until we understand how you actually sell.

  2. Step 2

    We migrate your data

    Connect your mailbox and BaseCloud builds your client list from your email. We move your clients and their history across for you, and porting your phone numbers in costs nothing.

  3. Step 3

    We configure the platform

    Set up for your industry in one click: your pipeline, fields, templates, price list and dashboard are ready the moment you sign up, and our team tailors the rest, with automations and user permissions matched to the way you sell.

  4. Step 4

    We train your team

    We train your team on the system they’re about to use, and we have you live inside 48 hours.

We handle the entire process.

Want to know more? Book a demo today.

Book a demoSee pricing

Questions

The things people ask before they switch.

How long does migration take?
48 hours from kickoff to your team working in the system, and we do the work. Our team maps your process, moves your clients, their history and your phone numbers, configures the platform and trains your people. Nothing for you to export or re-key.
Do I pay extra for calling, texting or WhatsApp?
No. Every channel is on every tier, so there’s no license fee to unlock calling, SMS or WhatsApp. You pay for what you actually use: minutes, message segments, WhatsApp message charges and number rental, at published rates. Usage and carrier costs, nothing on top for access.
Do I pay extra for automation?
No. Build as many workflows as you want, running as often as you need, with no per-task charge the way connector tools bill, and no cap on how many you run. Code tasks are included too, calling any web API or AI model with keys stored encrypted in BaseCloud. AI is paid by the token from your prepaid credit.
Can I keep my existing phone numbers?
Yes. Porting numbers in is free.
What does BaseCloud CRM actually replace?
For most teams: a CRM, a phone system, an answering service, a WhatsApp inbox, an SMS provider, a quoting and invoicing tool, accounting software, a shared support inbox and whatever automation service was gluing them together. One platform, one client record, one bill.
How soon can I send business texts?
US carriers must approve business texting first, which usually takes one to two weeks, and we handle the registration for you. Calling works from day one on BaseCloud numbers with forwarding in place, so there is no gap in service.
Who can see my data?
BaseCloud is HIPAA compliant, and we sign a BAA. You decide who sees what, and those permissions are enforced everywhere: in the CRM, the Phone app, the API and connected AI apps. Audit logs are kept for six years in a tamper-proof archive, and activity logs show who changed what and when. Everything is encrypted in transit and at rest and backed up daily, and the data is yours to export at any time. See how we protect your data.
Does it work with our accounting system?
Yes, and it can be your accounting system: BaseCloud Books gives you double-entry accounting with bank feeds and reconciliation, built from your invoices automatically. Copy your chart of accounts and tax rates from Xero, QuickBooks or Sage in one step, enter your opening balances, and BaseCloud works out what every customer owes from your invoices. Prefer your current package? Invoices sync to QuickBooks Online, Xero or Sage.
Can BaseCloud handle a process unique to our business?
Yes. Code tasks in JavaScript or Python call any web API or AI model with your saved keys. Our team can also build it for you, with custom development and dedicated CSM time billed per hour.