From first contact to final payment, all in one place
Baseplate is the all-in-one platform for small businesses. Win deals with powerful CRM, then deliver and get paid with invoicing, time tracking, and expense management. No more juggling multiple tools.
Everything you need to win and deliver
Two powerful workspaces in one platform. Use CRM to manage your pipeline and close deals. Switch to Delivery to invoice, track time, and get paid.
Contact & Company Management
Organize contacts and companies with smart auto-linking. Import from CSV, track status, and keep everything connected with intelligent domain matching.
Visual Pipeline Management
See your entire sales pipeline at a glance with our Kanban board. Drag and drop deals between stages, track values, and forecast revenue with confidence.
Gmail Integration
Connect your Gmail account and automatically sync sent and received emails. Every conversation is tracked and linked to the right contacts without manual entry.
Email Campaigns
Create email sequences with merge fields and templates. Track open rates, clicks, and replies. Build campaigns that nurture leads and close deals faster.
Smart Follow-up Reminders
Never let a lead go cold. Get automatic suggestions for follow-ups based on activity, set manual reminders, and receive daily digests of what needs attention.
Professional Invoicing
Create and send beautiful, branded invoices in seconds. Automate recurring invoices, add line items, apply taxes and discounts, and get notified when clients view them.
Time Tracking
Track billable hours with an intuitive timer or manual entry. View weekly timesheets, set hourly rates by project, and convert tracked time directly into invoice line items.
Expense Tracking
Capture receipts, categorize expenses, and track project costs. Mark expenses as billable to pass through to clients with optional markup. Never lose a receipt again.
Financial Reports
Get real-time insights into revenue, profit margins, and cash flow. View accounts receivable aging, project profitability, team utilization, and sales pipeline analytics.
From lead to paid in one platform
Baseplate grows with your client relationships. Start in CRM to win the deal, then switch to Delivery to bill and get paid.
Capture & Organize
Import contacts via CSV or add them manually. Our smart matching automatically links contacts to companies by email domain. Connect Gmail to sync all conversations.
Win the Deal
Track opportunities through your sales pipeline with visual Kanban boards. Use email campaigns and follow-up reminders to stay on top of every opportunity.
Deliver & Track
When you win, switch to Delivery workspace. Create projects, track time with built-in timers, log expenses, and keep everything organized by client.
Invoice & Get Paid
Convert tracked time and expenses into professional invoices. Send to clients, accept online payments, and watch your cash flow in real-time reports.
Why growing businesses choose Baseplate
One Platform, Not Five: Stop paying for separate CRM, invoicing, time tracking, and expense tools. Baseplate does it all.
Seamless Client Journey: Your client data flows from sales to delivery. No re-entering information or switching between apps.
Get Paid Faster: Online payments, automatic reminders, and professional invoices help you collect payments 2x faster.
Never Miss a Follow-up: Smart reminders and daily digests ensure no sales opportunity or overdue invoice falls through the cracks.
Priced for Small Business: No enterprise contracts or hidden fees. Simple, transparent pricing that grows with you.
Enterprise Security: Built on AWS with data encryption at rest and in transit. Your data is safe and secure.
Ready to streamline your business?
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