Help centre

BaseCloud CRM Help Center

Our help center provides you with tutorials on how to set up, navigate and make the most of your CRM System. When starting with a new installation, follow the tutorials phase by phase to get basic rules and actions correctly set up and ready for business operations. From integrating your current systems with the BaseCloud CRM to pulling and viewing reports, these tutorials are your BaseCloud CRM guide.

Watch the BaseCloud CRM demo

New to BaseCloud? Start with a quick tour, then work through the tutorials phase by phase.

Phase 1 Setup Tutorials

Our setup tutorials assist in getting the basics of your CRM up and running, adding users, creating your first client and connecting relevant accounts.

All 8 setup articles

Phase 2 Navigation Tutorials

Our navigation tutorials allow you to start customizing your CRM dashboard and making the most of your data at a glance.

All 12 navigation articles

Phase 3 Automation Tutorials

Our automation workflow tutorials show you how easy it is to set up basic and complex automations to improve efficiency in your daily business tasks.

All 7 automation workflows articles

Feature Focus

Read about our latest feature upgrades and releases.

All 12 feature focus articles

Troubleshooting

Use our troubleshooting resources for any issues you might be experiencing within your CRM.

All 4 troubleshooting articles

Browse by topic

Still stuck?

Your Customer Success Manager and our support team are here to help.

Contact supportCRM FAQAPI documentation

Run your whole business from one client record

Calls, texts, WhatsApp, email, quotes and automation in one CRM. Live in 48 hours, with your data migrated and your team trained.

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