4.98 Google rating

AI in BaseCloud CRM

An AI CRM that does the work, not just the writing

AI in BaseCloud summarizes calls, matches emails to clients, searches your records by meaning and runs agents that can check calendars, book meetings and update spreadsheets. You pick the model for each task and pay only for what runs.

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See pricing · Every feature is on every plan.

At a glance

  • AI agents that use tools
  • Call transcripts and AI summaries
  • AI email matching
  • AI search across client data
  • Pay per use, with no per-seat AI licenses

The problem

AI that only writes drafts doesn't save much time

A text generator inside a CRM is handy. What saves real time is AI that takes the repetitive steps off your team, working on the data you already have.

  • Paying for seats that don't use it

    Per-seat AI add-ons charge for every user, whether they use AI every day or never.

  • Copy, paste, repeat

    A chatbot in another tab means copying client details out and pasting the answer back in.

  • One model, take it or leave it

    Tied to a single AI provider, you can't pick a faster or cheaper model for simple jobs.

  • The admin is still manual

    Filing emails, writing up calls and booking meetings are still done by hand.

How it works

How AI fits into your day

  1. It works where the data is

    AI runs inside BaseCloud on your calls, emails, messages and records, so nothing has to be copied out.

  2. You choose the model

    Pick from OpenAI's GPT-5 family, Anthropic's Claude or Google's Gemini for each AI task, trading off speed, quality and cost.

  3. Agents use tools, within limits

    An AI agent can use tools (check a calendar, book a meeting, find a client, read or write a Google Sheet, list files) in a loop with limits you can rely on.

  4. You pay for what runs

    AI usage is billed from AI credits at a published per-token rate. There are no AI seat licenses.

What it does

Where AI works in BaseCloud

Some AI runs on its own, like call summaries and email matching. The rest you put to work in the workflow builder with the AI Prompt action.

  • AI agents with tools

    Agents can check calendars, book meetings, find clients, read and write Google Sheets and list files, working in a loop until the job is done or a limit is reached.

  • AI chat agent on WhatsApp and SMS

    Replies to customers using the conversation so far, looks up the client and books meetings.

  • Call transcripts and summaries

    Calls get a transcript and an AI summary with action points, moments after they end.

  • AI email matching

    New emails are matched to the right client, even forwarded threads. It runs automatically, depending on your settings and AI credit.

  • AI search

    Search by meaning across notes, emails and records, not just by exact words.

  • AI Prompt in any workflow

    Summaries, sentiment, data extraction, transcription or your own prompt, as one step in any workflow.

  • AI booking

    AI finds free time across your team's calendars and books the meeting.

  • Model choice per task

    OpenAI's GPT-5 family, Anthropic's Claude or Google's Gemini, chosen for each task.

  • Pay-per-use AI credits

    AI usage is billed per 1,000 tokens from AI credits, and itemized on your monthly invoice.

Pricing

What it costs

Every feature is included on every plan. Usage is billed on what you actually use, at published rates. See plans and every rate on the pricing page.

  • AI usage

    $0.002 per 1,000 tokens

    AI is used to categorize and sort emails to the respective clients and projects, which uses tokens. AI automation tasks, if used, also use tokens.

    Every email synced from Gmail or Outlook is processed by BaseCloud’s AI and matched to the right contact, company and deal, even forwarded threads. It runs automatically and is billed at the AI usage rate.

Please note

  • Your subscription covers the full platform and unlimited clients.
  • Communication and AI are billed on actual usage, at transparent published rates.
  • Usage is billed monthly in arrears, itemized on your invoice.
  • Carrier registration fees for business texting are passed through at cost.

One platform

AI runs through the whole platform

AI isn't a separate module. It works inside calls, messages, email and automation. See how on each feature's page.

Popular with

Learn more

Step-by-step docs

See every BaseCloud CRM feature

FAQ

Questions buyers ask

Which AI models does BaseCloud use?
You choose for each AI task: OpenAI's GPT-5 family, Anthropic's Claude or Google's Gemini. Different steps in the same workflow can use different models.
How is AI priced?
Per use, from AI credits, at a published rate per 1,000 tokens. There are no per-seat AI licenses, so you pay for the AI that actually runs. See the rate on the pricing page.
What can an AI agent actually do?
It can check calendars, find free time and book meetings, find clients, read and write Google Sheets and list files. It works in a loop, choosing the next tool until the job is done, with limits so it can't run on indefinitely.
Can AI act without a person checking it first?
Only if you build the workflow that way, so decide where a person should approve. For example, a workflow can let AI thank five-star reviewers automatically but send complaints to a manager first.
Does AI read our emails?
When AI email matching is on, synced emails are processed to match them to the right client, and that processing is billed at the AI usage rate. It depends on your settings and AI credit.
Can the AI chat with visitors on our website?
No. BaseCloud doesn't have a website chat widget. The AI chat agent works on WhatsApp and SMS, where it can reply, look up the client and book meetings.

Put AI on the busywork

Book a demo to see an AI agent book a meeting, a call summary and AI email matching on a live account.

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