Customer-management app in Hebrew — a CRM for your business
A simple, complete customer-management system: all the details, history, leads, quotes, invoices and reminders in one place. Built for businesses in Israel — in Hebrew, with support for Tax Authority requirements. Start free — no credit card, no commitment.
Why does a small business need customer-management software?
With 30 clients it works in Excel. With 100 — it no longer does
Clients who fall through the cracks
You promised to get back to a client on Tuesday, and it took a month. It happens to you too — hundreds of times over.
Everything's on WhatsApp
The client's history is scattered across WhatsApp, email and yellow sticky notes on your computer.
Revenue that vanishes
An invoice you didn't issue. An inquiry you never got back to. A quote that never closed. Money left on the table.
No right-hand person
No assistant. Everything takes manual effort. There's no way to move forward when the whole week goes into follow-ups.
How BaseCRM solves it
A complete customer-management system — simple enough for a freelancer, rich enough for a business
One client card — the whole history
All the client's details in one place — name, phone, email, address, company/ID number, event dates. A full history: calls, emails, quotes, invoices, payments, appointments, documents. Everything is linked and connected — no matter who in the business opens the card, they see the same full picture.
- Full details + custom tags
- History of actions and documents
- Custom fields for your business
Managing leads and follow-ups
A lead that comes in from a website form or another source appears on the leads board as a card in the "New" column, and its status changes as it progresses: contacted, in treatment, quote sent. You can set a date on the card to get back to the customer, so you know who you promised to call back — and when. When the lead closes, one click turns it into a customer.
- Statuses tailored to your business
- Smart date-based reminders
- Visual leads board
Quotes and invoices
A quote ready in 30 seconds. The client approves — and it turns into aDigital Invoice in one click, with a digital signature. Share to WhatsApp or send by email in a click. Debt reminders by email after the payment date. Partial-payment tracking and offsets. The documents are issued from software registered with the Tax Authority (registration no. 259701).
- Quotes → Invoices
- Digital signature and allocation number
- Tracking payments and debts
Centralized communication with the client
Ready-made WhatsApp messages sent in one click from the customer card, for example a conversation summary, a link to book a meeting and a thank-you, which you can edit. Automatic email reminders to customers, and every interaction is recorded on the customer card, so anyone who opens it sees what has already been said.
- Automatic email reminders + WhatsApp sharing
- Ready-made messages you can edit
- Interaction history on the card
Here's how it looks in real life
Screenshots from a sample business — a consulting business: clients, invoices, interactions and reports
Customer list
All customers with status (active / potential / follow-up) and outstanding balances
Invoices and debts
Digital tax invoices at every collection stage — paid, partial, overdue
Centralized communication
Calls, emails, meetings and WhatsApp messages sent from the card — in one customer file
Business reports
A snapshot of the business, and in the menu: VAT report, profit and loss, income-tax advances
All your clients in the palm of your hand
The client file, communication history and invoice generation — from your phone, anywhere, anytime.
- Find a client in one tap
- Generate a digital invoice on mobile
- Instant call/meeting logging
- Share an invoice on WhatsApp in a click
Managing a loyalty club in BaseCRM
A customer club built into BaseCRM: a join page, an automatic birthday benefit, email offers and coupons redeemed on the invoice — no separate loyalty-club app.
Join page, QR code and printable poster
Each business has its own join page, with a link, a QR code and a poster for the counter. Joining can also be offered on the booking page and the landing page, and an existing customer added from their card.
A full client card for every member
For every club member: a history of meetings, documents, invoices, inquiries and notes on one card. See who bought recently, who hasn't returned in a while and who your most valuable client is.
Punch cards & packages
"10 entries on one pass" / "a discounted 5-treatment package" — BaseCRM automatically counts the entries, alerts before they run out and offers to renew.
Coupons redeemed on the invoice
Each member gets a personal coupon code. On the invoice, pick the customer, the benefit goes in as a discount on the document, and the coupon is marked as redeemed automatically — and the discount shows in the income reports.
Email offers, WhatsApp with one tap
An offer to all members, to this month’s birthdays, to inactive members or by tag — by email, gradually, with “Ad” in the subject and one-click unsubscribe. For members who agreed to WhatsApp, ready messages are sent with a tap from the business’s phone.
Birthday benefits and winning back inactive members
The birthday benefit goes out by email on its own, once a year, with a reminder before it expires. For members who have not visited in a while, an automatic offer can be switched on, at most once every six months. Nothing is sent on Shabbat or holidays.
How do you run a customer club in a small business? A join page, an automatic birthday benefit, email offers and coupons redeemed on the invoice — all in one CRM in Hebrew, with no separate loyalty-club app. Want to compare solutions? See A comparison of 6 loyalty-club management apps.
What does complete customer-management software include?
Every tool a business owner needs — in one system, in Hebrew
Duplicate-client detection and smart merging New
The system detects clients with a similar name/phone/email and offers an orderly merge — while preserving the entire history (meetings, invoices, interactions). With an undo option for up to 30 days.
Automatic receipt scanning New
Snap a photo of a receipt — and the system automatically fills in the amount, date, supplier and expense description. Saves manual entry of expenses.
Saved service catalog New
A fixed list of services (name, price, VAT) — a quick pick when issuing an invoice instead of retyping. Editing a service does not affect existing documents.
Client database
Full cards, custom fields, tags and fast search
Lead management
Statuses, sources, a sales pipeline and conversion reports
Appointments and meetings
A full calendar, online appointment booking and reminders
Quotes
Professional design, templates for every kind of business, conversion to an invoice
Digital invoices
Tax invoices, receipts, digital signature, allocation number
Automatic reminders
Automatic email based on conditions and dates + manual WhatsApp sharing
Centralized communication
Messages, templates and click tracking
Payment tracking
Debts, incoming payments, partial payment and offsets
Reports and statistics
Revenue, conversions, active clients and forecasts
Customer management software — First year free
No credit card, no commitment, no surprises
One plan for the whole business
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.
Every feature included in one plan
No hidden costs • cancel anytime
- All features in one plan
- Lead management and sales pipeline
- Appointment and meeting calendar
- Price quotes + digital invoices
- Automatic email reminders + WhatsApp sharing
- Templates and automations
- Support in Hebrew and English
- Access from any device
No credit card required
How do you get started?
Sign up free
Sign up in a minute, no credit card required
Import clients
Upload an Excel file or start adding manually
Personal setup
Tailor fields, templates and statuses to your business
Work and grow
Manage customers, issue invoices, and grow
Frequently asked questions
What is customer management software, and how is it different from a CRM?
Is the software fully in Hebrew?
What type of business is the software suitable for?
Can you import existing customers from Excel or another system?
How much does customer management software cost in Israel?
Is there a free lead management system?
How do you manage a customer loyalty club in a business?
What customers say
What business owners who work with Base wrote to us
"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."
"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."
"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!"
Comparison: BaseCRM vs. alternatives for customer management
| Feature | BaseCRM | Excel + WhatsApp | HubSpot / Salesforce | Israeli invoicing systems |
|---|---|---|---|---|
| Full customer management | ✅ | Partial | ✅ | Basic |
| Lead management & pipeline | ✅ | ❌ | ✅ | ❌ |
| Quotes + invoices | ✅ | Manual | ⚠️ Generic invoices, not Israeli tax invoices | ✅ |
| Digital invoices (Tax Authority-registered) | ✅ | ❌ | ❌ | ✅ |
| Automatic email reminders | ✅ | Manual | As an add-on | As an add-on |
| Full Hebrew from day one | ✅ | ✅ | HubSpot: none; Salesforce: partial | ✅ |
| Flexible customization | ✅ | ✅ (manual) | ✅ | Partial |
| Monthly price | 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. Prices are final — no VAT is added. | Free (costly in time) | Free / from $20-25 per user | from ₪19, depending on plan |
Checked against the companies' official websites in September 2026. Details may change — check the official websites.
Guides for customer management
In-depth articles to help you choose and get started
Every customer meeting — recorded, transcribed and attached to the appointment on the card
Record a full meeting, up to 90 minutes, and the transcript arrives on the appointment in the customer card — alongside the history, documents and tasks.
- An introductory meeting with a new customer
- A service meeting or complaint handling
- A meeting to renew or expand the engagement
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Consent before anything else
Before recording, the participants confirm the meeting is being recorded. Without that confirmation, recording does not start.
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Record up to 90 minutes
On the appointment, choose “Record the meeting + transcript”, from the phone or the computer. The recording uploads in parts during the meeting.
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The transcript arrives on the appointment
Usually within a few minutes of the end, with a notification. Copy it or add it to the appointment description with one click.
- The recording is transcribed on BaseCRM’s transcription server. It is not sent to external AI services.
- The audio is deleted right after transcription. The transcript is stored encrypted, and everyone authorised to see the appointment can read it.
- The transcription engine was trained on spoken Hebrew.
The transcript usually appears within a few minutes after the recording ends, and a notification is sent when it is ready. If the transcription server is offline at that time, the recording waits for it; a recording not transcribed within 7 days is deleted.
Start managing your customers smarter
Full customer management software in Hebrew — start free, no credit card, in a minute
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