FAQ

BaseCloud CRM Frequently Asked Questions

Getting Started

Do I need a CRM system for my business?

Our simple CRM setup process and assistance from your dedicated Customer Success Manager makes getting your own system up and running a breeze.

How do I get BaseCloud CRM?

You can check our CRM features and pricing here, choose the plan that’s right for your business, add to cart and you’re away!

How much does it cost?

Your CRM system cost is determined by the size of your business. For more details and our pricing sheet see pricing section on the CRM page.

How does payment work?

We bill each user per month for using the CRM system within your business.

Why spend money on a CRM system?

How many other tools are you using in order to be more efficient in your current business processes? How much is at least one new client worth to you in your business per month? How efficiently are the employees in your business currently working? No matter what you do, just using BaseCloud CRM will already make you more efficient without doing anything else. Some of our clients have reported becoming 75% more efficient just by using one of our automation functions. Imagine the level that your business could scale at with an engine like the BaseCloud CRM running and supporting all your processes in one place.

If the CRM build takes longer than expected, do I pay extra?

We quote on predefined scope. If the scope changes with extra functionality added, we will re-quote accordingly. If the scope has not changed, costs remain as is.

BaseCloud CRM Capabilities

Does BaseCloud CRM integrate with my current systems?

BaseCloud CRM integrates with various business systems from accounting software, social media, project management software, Microsoft office and more. See all our current integrations here.

Can I customize my CRM platform?

Your business CRM interface is fully customizable in order to have all your most important platforms easily accessible and visible for daily use. Your CRM menu allows adding of tabs that pull in external systems to better manage all your data in one place.

Is there a limit for how many users can be on the system?

Foundation includes up to 5 users and Growth up to 15. Dominate has unlimited users. You can add users to Foundation or Growth at $200 per user per month (R1,500 in South Africa). The system is built to help thriving businesses scale by making processes more efficient, automated and smarter over time.

Wati WhatsApp Integration

Wati is our WhatsApp service provider. We cover license fee and management of this service, between BaseCloud CRM and Wati. We partner with Wati because BaseCloud CRM takes Wati functionality to the next level. If you have an existing Wati bot, we take over management and integration of your existing services.

How does the CRM assist in sales & marketing?

BaseCloud CRM is able to track your incoming leads and help with spending and focus of your marketing budget. The CRM showcases a comprehensive pipeline of all your sales and marketing efforts in one place.

What industries are your clients in?

Our clients span across all industries, and each has their own unique needs. Whatever your specific company pain points are, BaseCloud CRM can simplify and solve those processes.

What countries do you operate in?

We have clients all over the world and can assist regardless of location.

Client Support

Do I have to set the system up myself?

Our CRM setup process is very simple coupled with our dedicated Customer Success Managers who will assist with any setup requirements and support you throughout your BaseCloud CRM journey.

Do I get CRM user training?

When your CRM is setup, training will be provided to the relevant users in order to set them up for successful implementation of the system within your business. Use the resources provided for users in our CRM help center for any actions, setup and process-related activities within the system.

I'm having technical issues with my system?

Our customer success managers are ready to assist if your system is not performing as it should. We monitor our platforms 24/7 and will also alert you of any planned maintenance or processes.

Can't find what you're looking for?

Ask us directly and a member of our team will get back to you.