BaseCloud CRM

CRM features

BaseCloud CRM puts your calls, texts, WhatsApp, email, quotes and automation on one client record. Here is every feature, grouped by what it helps you do. Every feature is included on every plan.

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Calling and phone system

A business phone system inside the CRM, with every call recorded and tied to the client.

Texting, WhatsApp and email

Every written conversation with a client in one place, sent from your own numbers and mailboxes.

AI and automation

Workflows and AI that do the follow-ups, routing and admin for you.

Quotes, billing and documents

Quote, invoice, get paid and get signatures without leaving the client record.

Leads and marketing

Know where every lead came from, and tell the ad platforms which ones turned into customers.

On every plan

The everyday CRM, done properly

The features your team uses all day, with no add-ons to buy.

  • Clients and contacts

    A company record with its contacts, statuses, lead origin and the full activity timeline.

  • Pipelines and a kanban board

    Your own stages from first inquiry to won, with clients dragged across a kanban board.

  • Custom fields and tables

    Fifteen field types, including dropdowns with colors, currency, files and locations, plus spreadsheet-style tables with column totals.

  • Workflow Notes

    Assignable tasks and follow-ups in feed, calendar and inbox views.

  • Calendar sync

    Two-way Google and Outlook calendar sync, with several people’s calendars overlaid in color.

  • Report dashboards

    Several dashboards per account, ten card types and more than twenty built-in reports, with CSV export.

  • Duplicate merge

    Merge duplicate clients and keep the history of both.

  • Permissions and security

    Roles, teams and field-level access, two-factor sign-in and an activity log of who changed what.

  • API and webhooks

    A public API with API keys, plus webhooks in and out, to connect anything else you use.

Solutions

BaseCloud CRM for your industry

See how these features come together for businesses like yours.

See every feature on a live account

Book a demo and we’ll show you the features that matter to your business, or start a free trial.

Book a demoSee pricing