Manage relationships and close deals.
A CRM platform built for how your business actually works. Manage your pipeline, record calls, collaborate with partners, and stay on top of every deal — without the busywork.
No setup fees · 14-day free trial · Cancel anytime
Designed for clarity
Who we work with
Trades & Service Businesses
Whether you're running a plumbing company, electrical shop, or HVAC business — manage clients, track jobs, and never drop the ball.
Real Estate & Mortgage Professionals
Manage buyer and seller leads, track borrowers through your pipeline, and collaborate with partners — all in one place.
Local Businesses & Agencies
Salons, restaurants, consulting practices, and growing companies — organize your client relationships and close more deals.
Simple, real pricing.
No hidden fees. No long-term contracts.
Starter
For individuals and small teams
Billed annually at $990
- CRM & pipeline management
- Call recording & dialer
- Document management
- Calendar integration
- Partner portal
Team
For growing businesses
Billed annually at $4,490
Extra seats: $38/mo each
- Everything in Starter
- 10 seats included
- Better per-seat economics
- Flexible seat add-ons
Common questions about Base CRM
You start by importing your contacts or creating them from scratch. Then you set up your pipeline stages, tasks, and workflows. From there, you make calls, send follow-ups, and manage documents — all from one place. Every interaction is tracked automatically, and performance insights help you continuously improve.
Yes. We provide step-by-step migration guides for every major CRM including Salesforce, HubSpot, and Zoho. Most migrations take less than an hour with our import tools.
Yes — you get a 14-day free trial with full access to all features. No credit card required to start.
Base CRM is built for small to mid-size businesses that need power without complexity. You get pipeline management, call recording, partner collaboration, and document handling — without the enterprise bloat and six-figure price tag.
Plans start at $99/mo. No long-term contracts — you can cancel anytime. Volume discounts are available for teams.
Ready to get started?
Tell us about your business and we'll show you how base crm can help you grow.