I tried an ERP once and it was a disaster. What's different here?

You can start with one area and evaluate the workflow with your team before expanding. The scope and effort of the transition depend on the data and processes you want to bring.

Will I have to migrate everything at once?

No. You can bring one area at a time. Some cross-team features, such as proposal conversion, require the corresponding modules and tiers.

Will the AI agents mess up my data?

Agents use the tools and permissions configured for them. Actions subject to approval require confirmation; review those permissions before delegating work. Scheduled tasks need configuration.

Is there an API? Can I pull the data into my BI tool?

Yes. Every module exposes resources at /api/v1 authenticated with an organization API key, and there are webhooks for the main events. Full export is also available from the interface, no support ticket needed.

How do you charge — per user?

The amount combines modules, tiers and purchased quantities. Users are priced separately from modules, so expanding your team can increase your bill. The free plan includes two users and 1 GB of storage.

What if I want to leave?

Export and go. No exit fee, no lock-in, no notice period.

For agencies and service businesses

You are the integration between your tools.

BaseOS connects sales, projects, support and finance so your team can stop copying the same information between systems. Start with the area that creates the most manual work and expand when you need to.

Start for free Book a diagnostic call

14-day trial for your first organization · No card required · Free plan afterward

CRM

Projects

Support

Finance

Marketing

The platform, connected

Your whole business. Built on the same foundation.

Sales, projects, support, marketing and finance. Connected from the start, with AI working on the same information as your team.

Explore the modules

One platform. The same context at every layer.

One shared foundation

Clients, contracts and history. Record it once; every area works from it.

Connected business areas

From the first lead to payment, without re-entering the same information.

AI with business context

Agents work with your data, within your permissions, with every action recorded.

which of these is you?

Start with the work that depends on you today.

See how to connect handoffs, organize your team’s work or bring customer support together.

Software house · agency

“I am the integration between my own tools.”

The proposal lives in one place, hours in another, the invoice gets retyped at month-end. Every hand-off between areas is you copying from one screen to another.

See the workflow

Service business

“If I take a week off, the operation stops.”

Deadlines, tasks and client history depend on your messages. Your team needs a place to see what comes next and who owns it.

See projects and follow-up

SaaS · digital product

“I'm building backoffice instead of product.”

Support and client history are spread across tools. You need to connect them without building every piece from scratch.

See support and the portal

an example: from proposal to delivery

Stop starting over at every handoff.

An accepted proposal can become a project, contract or invoice. Your team chooses the action and reuses the information already recorded.

today

When tools are separate, someone has to transfer client details and the agreed scope for the work to continue.

Lead in the inbox
Proposal in a doc
Project in a board
Hours in a spreadsheet
Invoice retyped by hand

Information entered again

with BaseOS

Convert an accepted proposal into a project, contract or invoice as needed. Conversion requires the Commercial Pro tier and the destination modules to be enabled.

Lead

Shared information

client and proposal details ready for the next step

ProposalProjectHoursTicketInvoice

Conversion using existing information

what is included and how billing works

Start free. Expand when you need to.

Try BaseOS for 14 days with your first organization. If you do not subscribe, you continue on the free plan and your data is retained.

free plan

Support, Commercial and ProjectsFree tier
Product pagesFree tier
Users2
Storage1 GB

Monthly subscription0

build your subscription

ModulesYour choice
Module tiersBy features
Users and storageBy quantity
AI usageCredits

Monthly amountVaries

The free plan includes the free tiers of Support, Commercial, Projects and Product. A paid subscription combines your selected modules and tiers with purchased user, storage and record quantities. AI uses credits. Review the prices for your selection in Settings → Modules before subscribing.

from first contact to payment

Each team picks up where the last one left off.

Sell, organize delivery, support clients and review your finances. Available features depend on the modules and tiers you activate.

Start for free

CRM

From first conversation to signed contract

View proposals alongside client details. With Commercial Pro conversion, you can create a project, contract or invoice from an accepted proposal.

Pipeline with weighted value and next action
Proposal conversion with Commercial Pro
Next actions and opportunity follow-up

Projects

The work and the hours in the same place

Every task carries the project, the client and the hours. What's late shows up before the client calls, and the month doesn't need to be rebuilt in a spreadsheet.

Board, list, calendar and Gantt on the same data
Billable hours by project and by client
Templates to repeat what already worked

Support

The ticket knows which client and contract it came from

One queue with SLAs, a portal with your brand, and a widget to embed in your own product. Support moves off someone's personal WhatsApp and into the company.

One queue with SLA and departments
Client portal and embeddable widget
A ticket that becomes a task with no copy-pasting

Finance

Closing the month stops being a project of its own

Invoices, payments, contracts and cash flow come out of work that's already recorded. The number you look at is the same one your team produced.

Invoices generated from project hours
Contracts that turn into access and hours automatically
Money in, money out, and margin by project

Marketing

Leads enter the same pipeline, with a source

Landing pages, forms and campaigns feed the CRM directly. You stop deciding where to spend by gut feel — and the cycle starts over.

Pages and forms that capture straight into the CRM
Campaigns with source and attribution recorded
A media library shared with the team

AI for each team’s work

Ask for help with the work in front of you.

Look up information, prepare content and request actions through chat. Execution depends on the available tools, permissions and agent configuration.

Sales

Ask it to look up opportunities and help prepare your next follow-up.

Support

Get help responding to a ticket using client context and the available knowledge base.

Projects

Ask it to look up tasks and summarize project progress for your team review.

Finance

Look up recorded invoices and transactions to review your financial position.

Marketing

Request content drafts and help with the marketing tools you have enabled.

CRM

Look up client details and ask for help reviewing or updating their record.

Operations

Ask about information available across teams to inform your decisions.

Chat responds to your requests. Scheduled tasks need configuration; actions subject to approval wait for confirmation. AI uses credits.

how you get in

Start on your own or with guidance.

Create an account to explore the product or book a conversation about what your operation needs.

Book a diagnostic call

Create an account and turn on a module

Create your first organization and use the 14-day trial to evaluate a specific workflow with your team.

Or book a diagnostic conversation

We review your operation, the modules you need and the scope of our help. We agree on which data to bring and how to move it before getting started.

One module at a time

Evaluate one area before expanding. Decide which work will move to BaseOS and which will stay in your current system during the transition.

what if it doesn't work out

Understand the terms before getting started.

See security and privacy

Your data leaves whenever you want

Full export at any time, no permission required and no exit fee. Staying has to be a choice, not a trap.

No lock-in, no penalty

Cancel whenever you want. There's no twelve-month contract holding on to someone who's already decided to leave.

Access through roles and permissions

Configure who can access each area of your organization. Review security and privacy details before bringing your data.

Open founding beta

Built by a software house that lived this exact chaos. Join now and you shape what gets prioritized.

before you ask

Before you start

Didn't find yours? Talk to us.

Talk to a person

BaseOS is designed for teams that need to connect sales, delivery and billing. Evaluate the features you use daily: if you need a specialized tool, check whether BaseOS covers that work before replacing it.

next step

Keep work moving from one team to the next.

Try a workflow with your team for 14 days or book a consultation to decide where to start.

Start for free Book a diagnostic call

Trial for your first organization · No card required · Free plan afterward

You are the integration between your tools.

14-day trial for your first organization · No card required · Free plan afterward

You are the integration between your tools.