CRM
Tasks
WhatsApp
AI
Email Marketing
Client Portal
Manage all your customers in one place
From lead to ongoing service: CRM, WhatsApp, contracts and billing in one platform — with a white-label portal that impresses your customers.
From lead to ongoing service: CRM, WhatsApp, contracts and billing in one platform — with a white-label portal that impresses your customers.
Manage accounting clients end to end: tax documents, obligations and communication centralized. Your clients submit documents and track deadlines without needing to call.
Manage clients, briefings and deliverables in one place. Approve creatives and track campaigns in real time — with your brand on the portal.
Manage every client with reports, projects and messages centralized. Your team tracks everything and clients access what they need anytime.
Manage clients and cases securely: contract signing, case progress and WhatsApp communication — all centralized under your firm's branding.
Manage the franchisee relationship in a standardized way: manuals, reports and centralized communication with headquarters.
Manage your clients like a large company: deliverables, contracts and billing organized — all under your own brand.
Manage customers and after-sales in one place: purchase history, WhatsApp support and loyalty — no scattered spreadsheets.
Manage patients securely: records, documents, reminders and communication centralized — with a dedicated portal for each client.
Manage students and classes end to end: enrollment, materials, contracts and billing in one branded platform.
Manage customers and accounts at scale: onboarding, support, contracts and recurring billing integrated with your CRM.
Manage clients and owners in one place: documents, contracts, signatures and communication centralized.
Manage accounts and distributors end to end: relationships, orders, contracts and billing in a single platform.
8 integrated modules covering the entire customer lifecycle — from first contact to recurring billing. Pick what you need and start in minutes.
The core of your customer management: contacts, companies and relationships with full history, custom fields and interactions in one place.
The core of your customer management: contacts, companies and relationships with full history, custom fields and interactions in one place.
Manage the work for each client with Kanban boards, assignments for team and client, and automated workflows end to end.
Centralize all customer communication. WhatsApp, email and chat in a unified inbox for your entire team.
Tailored databases for any customer information. Flexible fields, filters, views and API access.
Generate contracts from templates and collect legally valid e-signatures, tracking each client's status in real time.
Capture and update customer data automatically: onboarding, briefings and surveys that fill the CRM with no rework.
Organize and share each client's documents securely: folder structure, permissions and controlled sharing.
Deliver all this management to the client in a white-label portal with your logo, colors and custom domain.
Let intelligent agents and automated workflows handle the follow-up for every customer while your team focuses on what matters.
Agents that answer customers, run tasks and update data automatically — 24/7.
Visual workflows that trigger actions across modules at every customer stage. No code.
Create campaigns and segmented sequences straight from your CRM customer data.
Payments, invoices and subscriptions integrated into each customer's management — without leaving the platform.
Generate shareable links for one-time or recurring charges for each customer.
Automate recurring billing with flexible per-customer plans.
Issue professional invoices with automatic payment tracking.
Connect products you already use, like Airtable and Calendly, discover new apps built for the Baseportal platform or create your own — keeping customer data always centralized.
Expert Clean cut costs by 30x by centralizing customer management in a tailored system.
Intencional Marketing tripled productivity by centralizing leads, briefs and deliverables in customer management.
“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 to centralize your customer management in just a few minutes
