Base CRM software, the workspace that keeps your business operations organized before adding any specialized modules. From one secure, private staff dashboard, your team can manage leads, clients, companies, projects, subscriptions, tasks, notes, files, assignments, user permissions, notifications, and complete activity history.

Unlike many CRM platforms, we do not charge per user. Your software can accommodate up to 12 staff users before any increase in cost, giving your team room to grow without being penalized for adding employees.

The system gives your business one centralized place to manage customer relationships, sales activity, ongoing work, follow-ups, and internal operations across your website, services, orders, donations, events, subscriptions, and content.

Start with the Base CRM and add only the modules your business actually needs. Our pricing is transparent and flat-rate, with no transaction fees, no percentage-based charges, and no hidden software costs. As your needs evolve, additional modules can be added without forcing you into an oversized software package.

Your customer relationships, business activity, and results remain completely yours.

Every package also includes up to 4 hours of concierge setup and onboarding. We help configure your account, review important settings, walk your team through the system, answer launch questions, and make sure you are comfortable using the software before going live.