Centralize CRM, tasks, contracts, payments, WhatsApp and automations in one platform. Offer your clients a white-label portal experience while your team works with maximum efficiency.
8 integrated modules that replace dozens of tools. Pick what you need and start in minutes.
Manage clients, companies and relationships. Track interactions, custom fields and full contact history in one place.
Manage clients, companies and relationships. Track interactions, custom fields and full contact history in one place.
Organize projects with Kanban boards, assign tasks to your team and clients, and track progress with automated workflows.
Centralize all client communication. Connect WhatsApp, email and chat in a unified inbox for your entire team.
Create custom databases for any type of data. Flexible fields, filters, views and API access for total control.
Create documents from templates and request legally valid electronic signatures. Track signing status in real-time.
Build custom forms for data collection, client onboarding, briefings and surveys. Auto-populate CRM data.
Store, organize and share documents securely. Folder structures, permission controls and client-facing file sharing.
Give clients a modern, branded portal. White-label experience with your logo, colors and custom domain.
Let intelligent agents and workflows handle the repetitive work while you focus on what matters.
Intelligent agents that execute tasks, answer client questions and process data automatically.
Build visual workflows that trigger actions across modules. No code required.
Create campaigns, segment audiences and automate email sequences directly from your CRM data.
Accept payments, send invoices and manage subscriptions without leaving the platform.
Generate shareable payment links for one-time or recurring charges.
Automate recurring billing with flexible subscription plans.
Create and send professional invoices with automatic payment tracking.
Centralize clients, documents and tax obligations. Organize files, automate workflows and offer a portal for document submission and tracking of pending items.
Clients and campaigns in a collaborative platform. Share files, approve tasks and integrate tools to optimize processes and ensure on-time delivery.
Consulting companies use Baseportal to elevate their brand, optimize integration and strengthen client relationships.
Instead of building everything from scratch, create a custom application on our extensible platform and get many ready-to-use client-facing features.
Law firms use Baseportal to increase security, streamline client onboarding and facilitate working with clients.
Baseportal allows freelancers to manage their entire business with one platform and makes it easy to set up a customizable client portal.
Manage patients, meal plans, and appointments in one platform. Share documents, track progress, and offer a branded portal for your clients.
Centralize employee data, automate onboarding workflows, manage documents and streamline HR processes with a custom portal for your team.
Connect products you already use, like Airtable and Calendly, discover new products built for the Baseportal platform or create your own custom application.
Expert Clean saved 30 times in costs with a personalized business management system.
Intencional Marketing increased productivity and improved client management by centralizing leads, briefs and deliverables.
“Baseportal is BLN's best companion. It allows us to optimize communication with clients, manage projects and create a special brand experience for our clients.”
Rubney L. Belloni
Founder, BLN Contabilidade
“We replaced 5 different tools with Baseportal. Now everything is centralized and our clients love the portal experience.”
Client
CEO, Expert Clean
“The automations alone saved us over 40 hours per month. The ROI was immediate.”
Client
Operations Manager, Intencional Marketing
See how Baseportal can transform your company's processes in just a few minutes
