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.
Calling and phone system
A business phone system inside the CRM, with every call recorded and tied to the client.
Phone system
Browser and mobile calling, numbers, IVR, ring groups and transfers.Call recording and AI summaries
Every call recorded, transcribed and summarized on the client record.Call tracking
Tracking numbers in 15 countries that show which ad made the phone ring.Call Connect
Rings your rep the moment a web form arrives and connects them to the lead.
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.
AI CRM
AI agents with tools, call summaries and AI search, on the model you choose.Claude and ChatGPT connector
Ask Claude, ChatGPT or any MCP app about your clients, send messages and build workflows in plain words.Automation workflows
A visual workflow builder with 15 triggers and 49 actions.CRM calendar and scheduling
Google and Outlook calendar sync, team scheduling, reminders and AI booking.Ticketing and process boards
Tickets, orders and any staged process on a Kanban board, tied to the client.
Quotes, billing and documents
Quote, invoice, get paid and get signatures without leaving the client record.
Reports and dashboards
Make decisions from your pipeline, revenue, communication and team activity.
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.
Reports and dashboards
More than 30 reports across eight categories, four ready-made dashboards and full-screen TV mode.
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.
Chrome and Edge extension
Drag a client’s files from the CRM onto any website, and click a phone number on any web page to call it.
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.
- Accountants & Bookkeepers
- Attorneys & Law Firms
- Automotive
- Beauty Salons & Spas
- Bond Originators & Mortgage Brokers
- Call Centers
- Cleaning Companies
- Construction & Home Builders
- Consultants
- Debt Collectors
- Dentists
- Education & Training
- Field & Home Services
- Financial Advisors
- Fitness Studios & Gyms
- Franchises
- Healthcare Providers
- HVAC Companies
- Insurance Brokers
- IT Companies & MSPs
- Landscaping & Lawn Care
- Manufacturing
- Marketing Agencies
- Mortgage Brokers & Loan Officers
- Nonprofits
- Pest Control
- Physiotherapists & Chiropractors
- Plumbers & Electricians
- Pool Service Companies
- Real Estate
- Recruitment Agencies
- Roofing Contractors
- Security Companies
- Solar Companies
- Startups
- Travel Agencies & Tour Operators
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.