Base SaaS Dashboard
Base Dashboard is a complete all-in-one SaaS platform that centralizes CRM, scheduling, calendar management, invoicing, analytics, and more into one streamlined workspace. It lets users manage detailed client profiles, track leads and pipelines, schedule meetings and events, automate reminders, and sync calendars across multiple devices.
Platforms
Base Dashboard is a complete all-in-one SaaS platform that centralizes CRM, scheduling, calendar management, invoicing, analytics, and more into one streamlined workspace. It lets users manage detailed client profiles, track leads and pipelines, schedule meetings and events, automate reminders, and sync calendars across multiple devices. The platform also includes a powerful invoicing system with quotes, recurring billing, online payments, and expense tracking.
With its built-in analytics dashboard, users gain clear insights into revenue, client activity, booking performance, and overall business trends. Base Dashboard replaces multiple apps by giving freelancers, agencies, and service-based businesses a single, intuitive solution to manage clients, appointments, billing, and operations efficiently from start to finish.
Complete CRM
- Manage client profiles, notes, tags, pipelines, and deals.
- Track communication history and activities in one place.
Smart Scheduling & Calendar
- Booking links for clients.
- Event and appointment management.
- Automated reminders and calendar syncing.
Client Events Management
- Track meetings, deadlines, deliverables, and recurring events.
- Assign tasks and events to team members.
Invoicing & Billing
- Create branded invoices and quotes.
- Recurring billing, payment links, and expense tracking.
- Track paid, pending, and overdue invoices.
Payments Integration
- Accept payments via Stripe, PayPal, GCash, PayMaya, and bank transfer logs.
Business Analytics
- Revenue dashboards and financial performance.
- CRM insights, pipeline data, and client activity reports.
- Scheduling and productivity analytics.
Tasks & Project Tools
- To-do lists, tasks, priorities, and progress tracking.
- Attach tasks to clients, invoices, or events.
Client Portal
- Clients can view invoices, book meetings, download files, and track project updates.
File & Document Storage
- Upload and manage contracts, images, documents, and project files securely.
Notifications & Alerts
- Email and SMS reminders for events, payments, and updates.
Team Management
- Roles, permissions, and workload tracking for multi-user teams.
Integrations
- Google Calendar & Outlook
- Stripe, PayPal, GCash, PayMaya
- Email sync, cloud storage, and automation tools
Workflow Automation
- Trigger tasks, reminders, follow-ups, and status changes automatically.
Capture & Manage Clients (CRM)
- Add or import clients, organize them with tags and pipelines, track details, notes, and communication history.
Schedule Meetings & Manage Events
- Create booking links, sync calendars, set meetings, deadlines, and deliverables. Automatic reminders keep everyone updated.
Track Tasks & Project Activities
- Assign tasks, set priorities, track progress, and connect tasks to clients, events, or invoices.
Create Quotes & Invoices
- Send branded quotes and invoices, set up recurring billing, accept online payments, and track payment status.
Manage Files & Documents
- Upload contracts, assets, attachments, and share them with clients through the portal.
Client Portal Access
- Clients can view invoices, book meetings, download files, and track project updates in a secure portal.
Monitor Performance with Analytics
- View revenue trends, client activity, pipeline progress, booking performance, and team productivity through real-time dashboards.
Automate Workflows & Notifications
- Trigger reminders, follow-ups, status updates, and scheduled messages automatically.
Collaborate with Your Team
- Assign roles, control permissions, and manage workloads across team members.
Integrate Tools for a Smooth Workflow
- Connect calendars, payment gateways, email services, cloud storage, and automation platforms for a seamless experience.
Reviews
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