ClientBase

ClientBase is an AI-powered CRM that turns everyday communication into actionable insights. Designed for ease of use, it automatically captures client interactions—whether via email, CSV uploads, or direct entry—and transforms them into dynamic, wiki-style records. Each profile includes a live feed of activities and open opportunities. Client Base monitors your emails and notes to automatically update with information on Clients. Users can query the system in plain language to generate dashboards, client rundowns, or sales insights. It’s your CRM, finally made intelligent and intuitive.