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Israeli business & customer management software — start free

BaseCRM — one Israeli CRM system for Customer management, digital invoices from software registered with the Israeli Tax Authority, appointments, leads and smart AI summaries. Built for freelancers and small businesses in Israel. Join now — First year free.

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Set up an account in a minute — no credit card

No credit card No commitment Full access to every feature
BaseCRM interface showing the customer management dashboard

More than 590 businesses have already joined Base

Some of the businesses that work with us

Registered software Registration no. 259701

Software registered with the Israeli Tax Authority

BaseCRM Registered with the Israeli Tax Authority as software for managing a computerized accounting system (registration no.: 259701), for issuing tax invoices, tax invoice-receipts, receipts and digitally signed accounting documents in accordance with the bookkeeping regulations and the Open Format requirements. You can verify the software's registration with the Israeli Tax Authority in the official registry.

Tax invoices & receipts

Issue tax invoices, tax invoice-receipts, credit notes and receipts in accordance with the law

Uniform format (Open Format)

Data export in the Israeli Tax Authority's uniform format, for an audit or on demand

Tax reports & payments

VAT reports, income-tax advances, profit & loss and annual turnover — all ready for your accountant

Expense & income management

Track expenses with automatic recognition rates, file uploads and category management

Israel Invoice

Allocation number — obtained automatically, the moment you issue

Since 1.6.2026, a tax invoice over 5,000 ₪ before VAT requires an allocation number from the Israeli Tax Authority — and without one, the customer who received it cannot deduct the VAT. Connect your business once, and from that moment BaseCRM works out by itself which invoices need a number, requests it and prints it on the document.

And in the other direction: an allocation number you received from a supplier can be verified against the Tax Authority from the expenses screen, before you deduct input VAT.

How the invoice allocation system works
Full customer management with custom statuses
Automatic reminders for tasks, payments and tax filings
Works for authorized dealers, exempt dealers and limited companies

Why Base

Not just another invoicing tool — one system that runs the whole business, tailored to your field

Your whole business in one place

Customers, appointments, tasks and reminders, income and expenses, reports, integrations and landing pages — without hopping between five tools or copying data between them.

Personal mentoring and AI insights

Set monthly goals for the business and get three concrete actions each day that move them forward. Plus AI summaries of each customer, trends and a recommended next step.

Software registered with the Israeli Tax Authority

Tax invoices, receipts and combined invoice-receipts, digitally signed as the law requires — including a view-only seat for your accountant or tax representative, and permissions for team members.

Tools that match your line of work

Therapists, trainers, tutors, beauticians, yoga, real estate, events and more — each field gets its own screens and its own vocabulary, not a generic form.

Forms, agreements and helpers

A health declaration, terms of service, a cancellation policy, a waiver — or any form of your own. Sent to the customer, signed digitally and filed on their record.

Who can benefit from BaseCRM?

The system fits a wide range of businesses and professions

Artists & art studios

Manage clients, meetings and creative projects in one place

Therapists & clinics

Easily track patients, appointments and treatments

Small business owners

Efficient customer, sales and marketing tracking

Consultants & freelancers

Track clients, projects and invoices

Personal trainers

Manage trainees, training programs and progress tracking

Designers & creatives

Projects, clients and communication — organized in one place

Private Tutors

Manage students, lessons and progress tracking

Beauticians & Beauty

Manage your salon, appointments and beauty treatments

Yoga & Pilates instructors

Manage classes, class passes and student tracking
Schedule 6 of the Income Tax Regulations

Computerized doctor's diary — for psychologists, physiotherapists and doctors

Every patient is written in the diary on arrival for treatment, in one click from the appointment. A running number for the tax year with no editing and no deletion, the appointment history is kept, and the diary prints with a page per day.

How the doctor's diary works in BaseCRM

Don't see your field? BaseCRM fits every small business and freelancer in Israel.

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in a minute

How to get started — 3 steps

From sign-up to fully running your business — no installation, no developer.

1

Open an account

Name, email and password — or one click with Google.

2

Set up your business

Import customers from Excel, add services and prices — fits an exempt dealer, an authorized dealer or a company.

3

Day-to-day management

Invoices with an allocation number, appointments, reminders and reports — all from one screen.

Start using it — free
No credit card, no commitment.

Your whole business in one place

Every tool you need to run your business

Smart customer management

Full customer tracking, custom statuses and interaction history

Automatic reminders

Task tracking, real-time alerts and follow-up reminders

Multilingual interface

Full Hebrew with RTL support — and now English, French, Russian and Arabic too, at the click of a button. Access from any device.

Reports & analytics

VAT reports, profit & loss, income and expense tracking and charts

Integrated communication

Interaction history, call logs and notes on every customer

Multi-user

Teamwork, custom permissions and centralized business management

Integrations & API

Connect external tools through webhooks, n8n, Make and Zapier

Digital quotes

Create and send professional quotes with one-click conversion to an invoice

New!

AI summaries and mentor

A customer's status, meeting trends and a recommended next action — at the press of a button. Plus monthly goals for the business and three actions a day that move them forward.

New!

Landing page builder — included in the price

Build a professional landing page for your business in just minutes: slogan, gallery, testimonials, FAQ and a lead form. A short link to share on WhatsApp and social.

Access for your accountant

Invite your accountant or tax representative into the account — view-only access to documents, expenses and reports, with no editing rights at all. Comes with an access log, and can be revoked in one click.

Customers book their own appointments

One link the customer opens to see the free slots straight from your calendar, book — and cancel by themselves if they need to. Fewer phone calls and fewer WhatsApp back-and-forths.

Forms and agreements with digital signature

Terms, a health declaration or a waiver — sent as a link, signed from a phone and filed on the customer record. A signed agreement can also get an addendum or a replacement document.

Google Calendar sync

Appointments flow both ways between Base and Google Calendar, and importing an existing meeting recognises the customer on its own — with no duplicates.

New!

Scan receipts in bulk

Upload a stack of receipts at once and the system reads the vendor, the amount and the VAT, then suggests a category. All you do is review and approve.

Here's how it looks in real life

A peek into the system of an active yoga & Pilates studio

What our customers say

Business owners already using BaseCRM successfully

Review of Base CRM by Sharon Bryan
"Well done! I use the system to keep my business information organized (for the first time in the 13 years of my business), and I'd love to try out the option of issuing receipts / transaction invoices too."
Sa

Sharon Bryan

Writing-workshops facilitator

Review of Base CRM by Yitzhak Fetman
"A clear, convenient, easy-to-use system with a precise user experience. The need for customer management gets an upgrade in software that's built right and lets you focus on what truly matters."
י

Yitzhak Fetman

Advertising & marketing design

Review of Base CRM by Sagiv Turgeman
"Thank you — a simple, friendly system. I discovered plenty of features that help me manage the business. The fact that you can manage invoices at no cost is amazing!"
Sa

Sagiv Turgeman

Production company

AI-powered

Artificial intelligence that works for you

BaseCRM builds in artificial intelligence that analyses your business data and gives you insights:

Customer status summary

One click on the "AI Summary" button — and you get a full snapshot: meeting history, trends, cancellations, and a recommendation for your next move.

Trend detection

The AI spots patterns — customers who cancel a lot, a drop in meeting frequency, or customers who need attention.

In your language

Summaries are written in the reader's interface language, in professional, well-structured wording — ready to share with the team or keep on file.

AI Summary — example

📊 Status summary — Dana Cohen

✅ 12 meetings in the past 6 months (average: 2 per month)
📈 Positive trend — frequency rising over the last quarter
⚠️ One cancellation in the past month (reason: illness)
💡 Recommendation: A satisfied, active customer. Consider offering a discounted monthly meeting package.

Joining window — until 31.10.2026

Join now and get the first year free — every feature, no credit card

Everyone who signs up by 31.10.2026 gets free use of every feature — First year free. We also promise that you can take all your data with you at any moment — we won't lock you into the system.

Until 31.10.2026
Joining window
First year free
Full access to every feature
Your data is yours
Free export anytime
Join now
No credit card. Finish signing up in a minute.

Start managing your business the smart way

Businesses in Israel already work with BaseCRM to manage customers, invoices and appointments — join them too

  • No credit card
  • No commitment
  • Full access to every feature
  • Registered with the Israeli Tax Authority
  • Ongoing updates and improvements
Start free

Why choose BaseCRM?

A comparison with popular management systems in Israel — BaseCRM is the solution that combines customer management, invoices and appointments in one place

Criterion BaseCRM Green Invoice (Morning) Sumit
Full customer management (CRM) Full Basic + leads (Best plan and up)
Appointment & meeting management Calendar, no booking
Invoices from software registered with the Israeli Tax Authority
VAT and income-tax reports
Uniform format (Open Format)
Projects & tasks Tasks only
Built-in landing page for your business (business page, ₪24 + VAT/month)
AI summary of a customer's status
Product inventory management (optional module)
Integrations (webhook, Make, Zapier) (Best plan, from ₪45 + VAT/month) (from ₪19 + VAT/month)
Paid plan price ₪99/month
First year free
For businesses joining by 31.10.2026. When the free period ends: ₪29 a month, locked for the life of the subscription (instead of ₪99), for the whole business.
Final price, no VAT added		 from ₪29 + VAT/month (billed annually) from ₪19 + VAT/month

Based on public price lists as of August 2026. These change — check the official sites.

Frequently asked questions

Everything you wanted to know about BaseCRM

BaseCRM is an Israeli SaaS system that brings all of your business management into one place — customers, invoices, appointments, projects and sales tracking. Instead of juggling Excel, WhatsApp and separate spreadsheets, BaseCRM gives you a complete, organized picture of all your customers and revenue.

Yes. BaseCRM is registered with the Israeli Tax Authority as software for managing a computerized accounting system (registration no.: 259701) and complies with the Open Format (OPENFRMT) requirements. You can issue tax invoices, receipts and tax invoice-receipts that are digitally signed in accordance with the regulations.

With BaseCRM, anyone who signs up by 31.10.2026 gets the first year free with every feature, no credit card. After that it is ₪29 a month, locked for the life of the subscription (instead of ₪99), for the whole business, not per user.

BaseCRM fits every freelancer and small-business owner in Israel — freelancers, consultants, fitness trainers, beauticians, therapists and psychologists, private tutors, designers, artists and small businesses. Every field has a dedicated page with tailored solutions.

Yes. The interface is available in English, and also in Hebrew, French, Russian and Arabic — each user picks their own language, which suits a multilingual team. BaseCRM was built for the Israeli market: Israeli formats (ID numbers, Israeli addresses, shekels) and Hebrew dates. Accounting documents and filings to the authorities stay in Hebrew.

Green Invoice (Morning) focuses mainly on issuing invoices and receipts, but doesn't include appointment management, project management, or a full CRM with interaction tracking. Sumit offers a broader range of tools, and its price depends on the plan and on how much you use it. BaseCRM combines full customer management, appointments and meetings, legally compliant invoices from software registered with the Israeli Tax Authority, and project and task management — all in one simple interface.

Yes. The connection to the system is encrypted (HTTPS), the data is backed up automatically every day, and the backup copy kept off the server is encrypted. Your data is never sold or shared for marketing; it is processed only by the sub-processors listed in the privacy policy (hosting, email delivery, AI).

Yes — BaseCRM includes an optional inventory module: a product catalogue with quantities, automatic stock deduction when an order or invoice is issued, automatic restocking on a credit note, low-stock alerts and a full movement history. It is not a complete ERP, though — there is no supplier management, no multiple warehouses and no barcode or serial-number intake. If your business needs advanced inventory, BaseCRM works alongside Israeli bookkeeping software (such as Hashavshevet) that handles stock separately. Most of our customers — therapists, consultants, freelancers, trainers, studios — do not need inventory at all, so the module is off by default and the interface stays simple.

Yes — BaseCRM is a CRM system with built-in invoicing, unlike most international CRM systems that require a separate invoicing system. Every invoice you issue is automatically linked to the customer in the system, receives a digital signature and, where required, an allocation number from the Israeli Tax Authority (registered software, registration no.: 259701), and is stored together with the customer's full history. Base supports every document type: tax invoice, transaction invoice, receipt, tax invoice/receipt and quote. For more information, see the digital invoice page.

Yes. Under the Israeli Tax Authority’s "Israel Invoice" reform, a tax invoice over 5,000 ₪ before VAT (since 1.6.2026) requires an allocation number — and without one, the customer who received it cannot deduct the VAT. BaseCRM is connected directly to the Tax Authority’s system: connect your business once, and from that moment the system works out by itself which invoices need a number, requests it the moment the invoice is issued and prints it on the invoice — without visiting the Tax Authority website and without typing numbers by hand.

A CRM system with a full Hebrew interface is software in which all the text, menus, messages and reports are written in Hebrew, with full RTL (right-to-left) support, Israeli date formats, shekel currency formatting and support for Hebrew names in customers and documents. BaseCRM was built in Hebrew from the ground up — not translated from an English system — with every detail adapted to Hebrew grammar and to the Israeli market, including menus, automatic emails, invoices, WhatsApp sharing and reports. You can also switch the interface to English, French, Russian or Arabic (documents stay in Hebrew), and our customer support is given in Hebrew and English.