Clients and contacts
Companies and people on one account. Assign an owner, tag the source, and keep related clients together.
CRM
Every client in one place.
Open a client and the people, files, quotes, and jobs are already attached. License the CRM app for the people who own accounts. Delivery still runs the work in the Projects app.
Built for the account, not a pipeline board
A client is a record with people, files, quotes, and jobs. The CRM app is where that account lives inside Base Assist.
Import, merge, and lists
Bring clients and contacts in from Excel or CSV. Merge duplicates. Keep a campaign list when a send needs a named group.
Log the conversation
A call from the Greet app lands on the contact by itself. You can also log an email, a meeting, or a form. The history stays on the record, not in someone's inbox.
Quotes on the client
An opportunity is a quote or a proposal on that account. Open quotes show up as pipeline on the CRM home.
Files on the account
Client files live on the CRM record, in Cabinet. Send a share link to a contact and it is tracked on that person. The document stays with the account.
Jobs on the client
See the projects for that account next to the people and the files. Create the next job from the client you are already on.
Forms and surveys
A form can become a client. A survey can go out after the work. Send it from the CRM app, on the account you already have.
Subscription lists
Put contacts on a list they can join or leave. Send to people who asked for that list. Unsubscribe is per list, so one opt-out does not have to kill every send.
How it works
Four ways into the CRM app: the account, the people, the work, and what you ask after.
The account
The client is the home
One record for the company or the person you sell to. Status, owner, tags, and source sit here.
- 01Create the client, import a list, or let a form open the record.
- 02Assign an owner and tag how they found you.
- 03Keep parent companies and related accounts on the same tree.
The people
Contacts live on the client
The people at the account, with their own communications, subscription lists, and surveys.
- 01Add a contact to the client, or import a sheet of people.
- 02A call in the Greet app matches the number and logs on this contact. The client record comes up with the call.
- 03Put them on a subscription list they can join or leave.
The work
Quotes, files, and jobs on the same record
The money, the documents, and the projects hang off the client you already opened.
- 01Send a quote or a proposal from the client.
- 02Keep files in Cabinet on that account.
- 03Open or create a project without leaving the client.
After the work
Ask from the account you already have
A survey can go to the client or the contact, and it can point at the project you just finished.
- 01Build the survey in the CRM app.
- 02Send it from the client, and attach the job when it is about that work.
- 03Read the responses on the same record.
Connected to the rest of the work
The CRM app holds the account. Add the other Base Assist apps when you need the job, the file, or the invoice behind it.
Greet
An incoming call in the Greet app matches the number to the contact. The client record comes up with the call. The call logs on that person automatically. You do not type it in after.
Projects
Projects can be connected to a client. See that account's jobs next to the people and the files, and create the next job from the record you are already on.
Cabinet
Client files live in Cabinet on the CRM record. Send a share link to a contact and it is tracked on that person. The document stays with the account.
WIP
Quotes and statements in the WIP app sit on the client as well as the job. When it is time to bill, you are already looking at the account.
Accounting
Invoices and quotes in the Accounting app hang off the same client. An opportunity in the CRM app is a quote you can finish in Accounting.
Time
Clock in from the Time app against the client's jobs. Delivery does not need a CRM seat to log the hours.
Pricing
Same product at every size. A seat is for people who own accounts, not everyone who works a job.
Team
1-9 users
$5/ user / month
The full CRM app. Clients, contacts, Greet call history, quotes, files, projects, forms, surveys, and subscription lists.
Studio
10-24 users
$4/ user / month
The full CRM app. Every seat at this rate once you are in the band.
Firm
25-49 users
$3/ user / month
The full CRM app. Same features, lower seat price as the firm grows.
Organization
50+ users
$2/ user / month
The full CRM app. Volume rate for the people who own accounts.
A seat is anyone licensed for the CRM app. All seats are billed monthly at the rate for your current size. Delivery can still run projects, and finance can still bill, without a CRM seat. Client files use Cabinet storage.
Need more than one app? Estimate a monthly total.
Questions
How the CRM app is set up in Base Assist.
No. License the people who own accounts: sales, BD, and the PMs who keep the client record. Delivery can run the job in the Projects app. Finance can bill in the WIP app and the Accounting app. Those seats are separate.
An opportunity is a quote or a proposal on the client. Open quotes show up as pipeline on the CRM home. It is not a separate deal board with stages.
On the client, in Cabinet. Send a share link to a contact and it is tracked on that person. Extra storage follows Cabinet pricing, not a CRM seat.
Yes. An incoming call in the Greet app matches the number to the contact. The client record comes up with the call. The call logs on that person automatically.
A list a contact can join or leave. Send campaigns to people who asked for that list. Unsubscribe is per list, so opting out of one send does not have to remove them from every list.
Yes. Forms and surveys live in the CRM app. A form can open a client. A survey can go out after the work, including from a project you just finished.
No. The CRM app is for the people who own the relationship. The Projects app is for the people who run the work. Buy each seat for the people who need that app.
Help with the CRM app
Clients, contacts, Greet calls, files on the account, surveys, and subscription lists.