A CRM system for small businesses — clients, invoices, and reports in one business-management software
Manage all your leads, clients, and sales in one place — simple, smart, and efficient
The challenges you face
We understand the challenges of running a small business
Losing leads
Leads that come from ads and inquiries get lost between emails, WhatsApp, and notes
No tracking of the sales pipeline
Hard to know where each prospect stands in the sales process
Forgotten follow-ups
Clients who need follow-up get forgotten, leading to lost sales
Lack of insights
Hard to understand where your best clients come from and what works
How BaseCRM solves it
Advanced CRM solutions for small businesses
Visual leads board
A visual view of all your leads across stages: new, contacted, in treatment, quote sent. You drag each lead between stages, and turn it into a customer in one click when it closes.
- A visual view of the leads board
- Drag and drop between stages
- Convert to a customer in one click
Centralized lead and client management
All the information on your leads and clients in one place. Full communication history, contact details, preferences, and notes. Smart tagging and filtering to find the right clients at the right time.
- Detailed customer profile
- Full communication history
- Advanced tagging and filtering
Task and follow-up management
Tasks with priority, status and due date, which can be linked to any customer. Filter by open, today or overdue, so no customer is forgotten and you know when to reach out, when to send a quote and when to close.
- Tasks linked to customers
- Priority and status for every task
- Filter by today and overdue
Key features for your business
Everything you need for professional sales and client management
Automatic receipt scanning New
Snap a photo of a receipt — and the system automatically fills in the amount, date, vendor, and description. Saves manual entry of expenses.
Landing page for your business New
Built-in landing page builder with a gallery, testimonials, and a lead form. Start free
AI summaries and insights New
AI that summarizes your weekly activity and identifies opportunities and recommendations for improvement
Product inventory management New
Quantity tracking, automatic invoice updates and low-stock alerts (optional module)
Stock at points of sale New
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. The store reports its sales through a link, without logging in, and you invoice it for what sold (part of the Inventory module).
Saved service catalog New
A fixed list of services — pick from the catalog when issuing an invoice instead of retyping every time.
Time tracking for projects New
A live timer in the top bar, available from any screen — hours per project against an hours budget and hourly rate.
Duplicate client detection and merging New
The system detects clients with similar names/phone/email and offers an organized merge that preserves all history — with undo for up to 30 days.
Export your business to Excel New
A single Excel file with all your business data — clients, invoices, expenses, appointments, tasks, and more — in one click. Your data, no lock-in.
Invoice and receipt in English New
For customers abroad — an English copy of the invoice and receipt with the same number, and you can also issue the document in dollars or euros at the Bank of Israel's representative rate.
Connection to monday.com New
Import your client list from an existing monday board once, and from then on the system updates the board by itself whenever a client changes or a document is issued to them — a one-way connection.
Visual sales pipeline
Manage your sales stages visually and easily
Lead and client management
A central repository of all your business contacts
Task management
Automatic reminders and tasks
Reports and insights
Performance and lead-source analysis
Quotes and invoices
Automatic creation and sending. A guide to digital invoices
Centralized communication
All your correspondence in one place
Tagging and filtering
Organize clients by category
Phone integration
Automatic call logging
Access from mobile devices
Work from anywhere, anytime
Integrations and Webhooks
Connect to external systems and automations in real time
Webhooks and integrations
Lead capture from any form, outgoing webhooks for events, and connections to n8n, Make and Zapier
Digital quotes
Create, send, and convert to an invoice in one click
The recommended plan for small businesses
A full CRM at a price everyone can afford
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.
No credit card, no commitment
No hidden costs • cancel anytime
- Expanded quota for customers and leads
- Full sales pipeline
- Task and follow-up management
- Advanced reports and insights
- Quotes and invoices
- Centralized communication
- Document and file storage
- Integrations and Webhooks
- Support in Hebrew and English
No credit card required
How do you get started?
Sign up free
Sign up for a free account in under a minute, no credit card required
Set up your business
Set up your business type, services, and rates
Add clients and leads
Start managing your client base and sales pipeline
Business growth
Track performance, generate invoices, and manage everything from one place
Why do small businesses need a CRM system?
A comparison of the common methods for managing a small business
| Feature | BaseCRM | Excel / Google Sheets | Manual management |
|---|---|---|---|
| Customer & lead management | ✓ Centralized + full history | ✓ Basic spreadsheet | ✗ Scattered |
| Sales pipeline | ✓ Visual and flexible | ✓ Very manual | ✗ Not available |
| Invoice and receipt generation | ✓ Registered with the Tax Authority | ✗ Not available | ✗ Not available |
| Appointment and meeting calendar | ✓ With reminders | ✗ Not available | ✓ Manual calendar |
| Task and project management | ✓ Kanban + deadlines | ✓ Manual | ✗ Paper lists |
| Reports and business insights | ✓ Automatic | ✓ Requires a lot of effort | ✗ Not available |
| Automatic reminders | ✗ Not available | ✗ Manual only | |
| Integrations & API | ✓ Webhooks + Make / Zapier | ✗ Not available | ✗ Not available |
| Hebrew interface | ✓ Full Hebrew RTL | ✓ Partial | ✓ |
| 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 | ✓ Free |
Still deciding which system fits your business? Read Business management software — a comparison of the 7 leading CRM systems in Israel — prices, features, Hebrew support and digital invoices, in one up-to-date guide.
Frequently asked questions
What is a CRM system for small businesses?
Why does a small business need a CRM system?
How much does a CRM system for a small business cost?
Is a CRM system suitable for freelancers?
What's the difference between BaseCRM and other CRM systems?
Guides for small businesses
In-depth materials to help you decide and get started
A meeting with a customer or supplier — recorded and transcribed
Record a full meeting, up to 90 minutes, and get a neat transcript attached to the appointment — what was agreed, at what price and by when.
- A sales meeting or price quote meeting
- A meeting with a supplier on terms and deadlines
- A weekly team meeting
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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.
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