Managing customer emails has never been easier. With direct integration with Microsoft 365 and Gmail, BaseCloud CRM ensures that every conversation is recorded and accessible in one place.
BaseCloud CRM integrates seamlessly with WhatsApp to ensure clearer customer communication and that operations can be streamlined.
Centralise customer interactions where all messages, calls, and inquiries in one place
Faster response times managing WhatsApp inquiries directly in CRM
Team collaboration – Share customer insights in real-time
Automate routine tasks such as appointment reminders, follow-ups, and data updates
Track & analyse customer behaviour for better engagement
Personalised messaging targeting customers with tailored offers
Our WhatsApp AI agents integrate seamlessly with your CRM or website to turn everyday conversations into business opportunities. An AI agent is essentially a smart virtual assistant that works through WhatsApp – answering customer questions instantly, guiding them through sales or support processes, qualifying leads, booking appointments, sending reminders, and even following up automatically. It builds its knowledgebase automatically from your business content and you can manually add information that you would like the agent to use.
Every interaction is logged directly into your CRM, so your team has a complete record of customer history without lifting a finger. No leads slip through the cracks, no messages get lost, and your team is freed up to focus on closing deals and building relationships while the AI agent handles the heavy lifting.
Never miss a crucial customer conversation again. With Call Connect, BaseCloud CRM allows you to track and record phone calls to improve service quality and lead management.
BaseCloud CRM integrates with Sage and Xero to automate your accounting workflow, making invoicing and quoting simpler. We are a proud Sage partner, dedicated to closing the gap between sales and accounting.
Generate invoices directly from the CRM, no manual data entry
Keep financial records updated across platforms
Get real-time insights into revenue and outstanding payments
Convert quotes into invoices with one click
Minimise accounting discrepancies with automated data transfer
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