Customer Conversations
that Drive Sales
Next Generation business CRM with integrated SMS and Email communication. Fully Customizable lead generation tailored for your business.
Get started for freeNo credit card needed, free 14-day trial
Build a Customer-Centric Business
We help keep your customers happy with next level customer management tools. Schedule Appointments, Text Customers, Manage Google Reviews, and more.
Fast Communication
95% of SMS messages are opened and responded to within 3 minutes of being delivered.
Better Reviews
Manage your Google Reviews and Ensure your Best Customers are giving you 5 stars!
Collect Payments
Request payments with a one-click text message and get paid fast!
Simple Scheduling
Customizable forms to start accepting business within your schedule.
Engage your most valuable customers
Define custom customer groups and track every customer engagement from one page including form submissions, conversations, their reviews and more.
Drive more Reviews and Grow your Business
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When the jobs complete, you can click once to ask your customer to review your services on Google, Facebook or any review site.
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Our intelligent review funnel can help catch negative reviews and instead prompt bad customers to work things out directly with you.
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Track your progress and see how we will help highlight your best customers!
Keep Customers Happy
Know when and how to best respond to your customers with customizable customer data metrics. When its time to reach out, engage them quickly through SMS and Email.
Professional SMS messaging Services with your own message inbox.
Use the Power of AI to generate impactful responses with just a couple clicks.
Eliminate the need to use your personal or office shared cell phone to text your customers.
Custom Lead Generation Forms
We know your business is unqiue and so should your lead generation. Ask customers the right questions on your own website when they fill out a form. Results appear right in your account where you can quickly engage the lead with our communication tools.
Better Customer Experiences
Do more than offer that generic "Contact Us" form on your website. Build great relationships from the first interaction.
Data Driven Forms
Know how many times your lead forms are viewed and from where. Target the forms that drive the best results.
61%
of Business lack resources to generate more leads.
74%
of companies use web forms for lead generation.
100%
of the time you'll be happy you found us.
The faster way to get paid
You don't have to wait on your customer to check their email in a few days to get paid. Send your next Invoice out by Text message.
Accept Payments Online and In-Store
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You can quickly create and send custom links to your customers that allows them to pay you by credit card.
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Use the BBPOS WisePOS E reader to accept in-store payments. Supports EMV Chip cards, tap to pay and on screen tipping.
Effective Customer Scheduling
Set availabilities for each team member, create custom calendars to match your business, let customers select services and even pay upfront or after the appointment.
Effortless Scheduling
Just set team availabilities for each schedule and let customers make appointments within your schedule.
Automatic Reminders
Reduce customer no-shows by sending out automatic email and SMS appointment reminders. Ask customers to confirm their appointments.
Get Booked
Make it easy for customers to book your services whether you offer oil changes or hair cuts. Create customized experiences that match your business.
Discover insights across all your customer data
Learn more about what drives your business with a full suite of business analytics.
Free 30 day trial
Customer Support
No Credit Card to Start
Smart solutions for your Business
We have the tools to empower your business to grow. Keep customers happy and making running your business easier.
Customizable Customer Groups and Data Properties
Simple to use and professional web interface
Integrates easily with your new or existing website
Web Chat
Reach out to customers on your own website and chat right from the same inbox you text customers from.
Workflow Tracking
Your team has a process and it's easy to track each customers stage in that workflow, from filling out that first form to asking them to leave you a five star review!
Secure Documents
Data privacy is key for your business. Uploaded documents are protected with presigned URLs that use security credentials to grant time-limited permission to download and view objects.
Business Analytics
Nearly every page has important data metrics to help guide your business.
Questions & Answers
We take the guess work out of switching to a better CRM.
1. Getting started with AgentBase
Click "Sign Up" at the top right of every screen to create a free account. Each paid account offers a 14-day trial to see how AgentBase can help your business.
2. Can I use SMS with the Free Trial?
SMS requires a paid plan to help protect our network from spam account users. The only thing we hate more than email spam is SMS spam. We offer free cancellation should you be unsatified with your services.
3. How is AgentBase different from other CRMs?
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We were built with customizability in mind from the ground up. This means our software is YOUR software and can be tailored to your business.
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Customer Communication is Key. Every aspect of the software is geared at driving the conversation between you and your customers effortlessly. From inviting them to complete a review or filling out a form, it's easy to communicate.
4. How does AgentBase handle document security?
All of your uploaded customers files are stored on a world-class secure cloud data server. Uploaded documents are protected with presigned URLs that use security credentials to grant time-limited permission to download and view objects.
5. I have an issue with my account
Should you ever need assistance, just contact us at [email protected] and we will help resolve any issues.
6. Can I cancel at anytime?
Yes, you can cancel at anytime. Your recurring billing will stop once you cancel your account. All subscriptions can be managed within your account.
Have questions? Get in Touch