BaseCRM Features | Customers, Invoices, Appointments and Reports

Customers & sales

All your customers and leads in one place

From first lead to loyal customer — a complete customer profile, a visual sales board, and easy import from any previous system.

Customer & lead management

A complete customer profile with history, notes, tagging, and tracking. Advanced filtering and smart search, custom fields, and duplicate detection.

Detailed customer profile
Tagging & segmentation
Custom fields
Additional contacts on the profile
Interaction history
Duplicate customer detection

Leads board — sales Kanban

A visual sales board that gathers all your leads by stage. Drag a lead from stage to stage, and convert a lead into a customer (or the reverse) with a single click.

Kanban board by sales stage
Drag leads between stages
Convert a lead to a customer in one click
Custom statuses
Capture leads from your landing page

Smart data import

Switching from another system? Import all your customers from Excel, CSV, or JSON — and the system takes care of the rest, including creating fields automatically.

Import from Excel / CSV / JSON
Automatic custom-field creation
Update existing records on re-import
Preserve the original join date
Free data export at any time

Finances & documents

Invoices, documents and money — organized in one place, for your accountant too

Issue documents in software registered with the Israeli Tax Authority, sign digitally from anywhere, and track inventory — all connected to the customer.

Tax invoices & receipts

Issue tax invoices, receipts, and digital documents. Software registered with the Israeli Tax Authority (registration no.: 259701). Open Format compatible. Send by email directly from the system.

Tax invoice / tax invoice-receipt
Receipts & records
Price quotes & tracking
Ready-made service catalog
Send directly by email
Payment tracking

Automatic allocation number — Israel Invoice

A tax invoice above the threshold requires an allocation number from the Tax Authority, otherwise your customer cannot deduct the VAT. BaseCRM is connected directly to the "Israel Invoice" system: connect the business once, and from then on every invoice above the threshold gets its number on its own, the moment it is issued.

Automatic allocation request at issuance
The number is printed on the invoice and on the PDF
Automatic detection of which invoices require a number
Checking a supplier's allocation number on expenses
A one-time secure connection to the Tax Authority

Digital signing of documents

Send a document to your customer, they sign from any device — and the signed document is saved on their customer profile. No printing, no scanning.

Send documents for remote signing
Sign from any device, including mobile
Encrypted, secure storage
Fields auto-filled from customer details
Logged on the customer profile
Ideal for agreements and health declarations

Product inventory management

Full tracking of product inventory — quantities, prices, and costs. Inventory updates automatically with every invoice, with alerts when stock runs out. Supplying products to stores that pay only for what they sell? See what is at each store, what has sold and what the store still owes you.

Product & service catalog
Track inventory quantities
Automatic deduction from invoices
Low-stock alerts
Inventory-value reports
Stock at points of sale (consignment) New
The store reports sales through a link, no login needed
Settle with the store by invoicing what sold

Calendar, appointments & classes

The calendar runs itself

From self-booking a single appointment to online registration for a whole class — customers sign up on their own and the system reminds them to show up.

Appointment & meeting management

A smart calendar with day/week/month views. Online appointment scheduling, automatic email reminders, cancellation management, and a waitlist.

Visual calendar
Online self-scheduling
Automatic email reminders
Cancellation management
Google Calendar sync
Customize the text on the booking page
Set a duration for each appointment type

Classes, courses & workshops

Manage classes and courses with recurring sessions: a public registration page for each class, a link to your own payment page at sign-up, and attendance tracking for each session.

Online self-registration for every class
A public page with all your classes
Payment link at registration
Single-session (drop-in) registration
Weekly and monthly class schedule
Session attendance tracking
Manage cohorts and sessions

Punch cards & packages

Manage punch cards and service packages. Automatic deduction on every visit, an alert when they run out, and a renewal prompt. Perfect for trainers and studios.

Punch cards
Custom packages
Automatic deduction
Renewal alerts
Usage tracking

Computerized doctor's diary New

Under Schedule 6 of the Income Tax Regulations: every patient is written in the diary on arrival for treatment, in one click from the appointment — for psychologists, physiotherapists and doctors.

One-click recording from the appointment
Running number for the tax year, no deletion
Correction by a void line with a reason
Appointment history and the day's receipts
PDF printout with a page per day

Everything about the computerized doctor's diary

Projects, hours & team

The work itself — organized and priced

Projects with stages and tasks, an hours timer that turns into an invoice, and a whole team working together with well-organized permissions.

Projects & tasks

A project board with stages, tasks with due dates and hours, customer assignment, and file attachments. Perfect for consultants, designers, and freelancers.

Kanban board
Tasks with due dates and hours
Assign to a project and a customer
File attachments and an image gallery
Quotes

Time tracking and time-based billing

A timer available from any screen in the system: start it, work, stop — and the hours wait on the customer profile, ready to bill on an invoice.

A timer available from any screen
Assign time to a customer and a project
Hours consolidated on the customer profile
Bill hours straight to an invoice
Time reports by customer and project

Team & permissions

Add employees to your business with tailored permissions, and give your accountant read access to reports and documents — without emailing files back and forth.

Add employees to the business
Role-based permissions
Read access for your accountant
Full activity log
Smart undo

Smart & automatic

The system works even when you're not

AI insights about your business, reports that build themselves, and a landing page that brings in leads — with no extra effort on your part.

AI summaries and smart insights

AI that analyzes your business activity and delivers weekly summaries, customer insights, and practical recommendations to boost revenue.

Weekly activity summary
Revenue-trend analysis
Smart receipt scanning (AI)
Bulk scanning of a stack of receipts
Voice transcription and automatic meeting summaries

Reports & business analytics

Reports on revenue, expenses, VAT, new customers, and churn. A dashboard with charts. Export to PDF and Excel. Daily closing.

Dashboard with charts
Income/expense report
VAT report
PDF/Excel export
Daily closing

Built-in landing page for your business

A professional landing page built automatically for your business — with your logo, services, testimonials, and a contact form. A unique address, mobile-friendly and SEO-ready.