CRM & Customer Management
Your pipeline and every customer in one view.
Your business growth, connected.
Manage customers, grow your audience, automate your processes and run your business from one connected platform. Everything you need to move your business forward, in one place.
Everything works better together.
- Microsoft
- Meta
- TikTok
- Xero
- QuickBooks
- Shopify
- WooCommerce
- Stripe
Running a business shouldn’t mean managing a dozen different tools.
Most businesses grow one app at a time. Before long, the work of keeping them in step becomes a job of its own.
- Customer information is scattered
- A contact in one app, their emails in another, their invoices in a third. Nobody sees the full picture.
- Sales opportunities are hard to track
- Deals live in spreadsheets and memory, so follow-ups slip and forecasts are guesswork.
- Marketing is disconnected from sales
- A lead comes in through a form, and sales finds out later, if at all.
- Processes are repetitive and manual
- The same reminders, updates and copy-and-paste, every week, by hand.
- Business information is spread across systems
- Orders, payments and documents all sit somewhere else, away from the customer they belong to.
One platform. Every part of your business connected.
Five areas of work, all built around the same customer record.
Marketing & Lead Generation
Plan content, reach your audience and capture enquiries.
Communication & Scheduling
Conversations and meetings, tied to the customer.
Automations & Workflows
Let routine steps run on their own.
Business Management
Documents, payments and orders next to your customers.
Everything you need, right where you need it.
These are real screens from GrowthBase360, shown with sample data.
Dashboard
See how the business is doing at a glance
Open pipeline, weighted forecast, revenue won and win rate, with a forecast by expected close month.
Explore CRM & SalesSales pipeline
Move deals forward, stage by stage
Drag deals between your own stages, filter what you see and keep several pipelines side by side.
See how pipelines workCustomer 360
One view of every customer
Conversations, deals, invoices, payments, orders, appointments and tasks on a single profile.
Explore Customer ManagementUnified Inbox
Team conversations in one place
Assign conversations, leave internal notes and see the contact and their deals beside every message.
Explore the Unified Inbox
Social media planner
Plan your content on one calendar
Review ideas, keep your brand profile to hand and schedule posts to your connected accounts.
Explore Social Media
Automation builder
Build workflows step by step
Choose a trigger, add your steps, test it and switch it on.
Explore Automations
Accounting and invoicing
Quotes and invoices next to the deal
Create quotes, invoices, receipts and credit notes with automatic numbering, and print or save them as PDF.
Explore Accounting
Automation
Make your business work smarter.
Automations connect the activities that usually sit in separate tools, and they keep running even when nobody is signed in.
- Create a task when a deal changes stage
- Start a follow-up when a lead submits a form
- React to new orders from your online store
- Email a contact when a defined event happens
An example automation
WhenA new online order arrives
WaitDelay 3 days
IfOnly continue if the order is paid
ThenCreate a follow-up task
ThenSend an email to the contact
Integrations
Connect the tools you already use.
Connect them once in Settings and their information appears where you work: email in the inbox, invoices on the customer, orders beside the deal.
Less switching. More growing.
Centralised customer information
One record per customer, shared by everyone on the team.
Connected sales and marketing
Forms and landing pages create contacts and deals in your pipeline.
Simplified operations
Fewer tools to learn, pay for and keep in step.
Automated repetitive work
Tasks, updates and emails that run by themselves when something happens.
Flexible team collaboration
Invite colleagues with roles, assign conversations and share one workspace.
A unified view of activity
Pipeline, conversations, documents and orders, all in one place.
Pricing
Everything your business needs to grow.
Start on the Free plan with the full platform for up to 3 team members. Pro removes the limits; its price has not been announced yet.
Free
- Up to 3 team members
- Up to 250 deals
- Up to 3 automations
ProPrice to be confirmed
- Unlimited team members
- Unlimited deals
- Unlimited automations
FAQ
Frequently asked questions
What is GrowthBase360?
GrowthBase360 is an all-in-one business growth platform. It brings customer management, sales pipelines, email and social media marketing, lead generation, booking, automation and business documents together in one shared workspace.
Who is GrowthBase360 designed for?
Small and growing businesses, founders and teams that want one connected place for their customers and day-to-day work, instead of a separate tool for each job.
Is GrowthBase360 a CRM?
Yes, and a CRM is at its centre: pipelines, deals, contacts, companies and tasks. Marketing, the inbox, booking, automations and accounting documents are built around that customer record.
Can I manage my social media?
Yes. You can plan content on a calendar, review AI-assisted content ideas, keep a brand profile, write and schedule posts, and see the results the platforms report. Publishing runs through our integration with Zernio.
Can I automate business processes?
Yes. An automation starts from a trigger, such as a deal changing stage, a form being submitted or a meeting being booked, and then runs steps such as creating a task, moving a deal or sending an email. Automations run on our servers, even when nobody is signed in.
Can I connect my existing applications?
Yes, from Settings under Connected applications: email and calendars, social accounts, WhatsApp, Xero or QuickBooks, Shopify, WooCommerce and Stripe.
Can multiple team members use the platform?
Yes. You invite colleagues to your workspace with a role of owner, admin or member. Each business has its own private workspace, and nobody outside it can see its data. The Free plan allows up to 3 team members.
Does GrowthBase360 offer accounting functionality?
It lets you create quotes, invoices, receipts and credit notes, and it can show figures from Xero or QuickBooks Online. It is not a full bookkeeping system, so you would keep your accounting software for your books.
Can I manage my customers and sales in one place?
Yes. Deals move through your own pipeline stages, and each customer has a profile showing their conversations, deals, invoices, payments, orders, appointments and tasks.
How GrowthBase360 uses your Google account
Connecting Google is optional and you choose what to connect. Connections run through our email and calendar provider, Nylas, and you approve them on Google’s own consent screen.
- Send email (Gmail): to send an email from your own address when you send one from a deal, a campaign or an automation.
- Calendar availability: to read when you are busy so booking pages never offer a time you are not free.
- Calendar events: to add a meeting to your calendar when someone books with you, and remove it if it is cancelled.
- Unified Inbox (only if you connect a mailbox to it): to read the messages in that mailbox and keep copies in your workspace, so your team can read and answer them in GrowthBase360. Your teammates can see these messages.
You can disconnect at any time, which revokes our access. We never sell Google data, use it for advertising, or use it to train AI. Details, including what happens to messages already copied, are in our Privacy Policy.
Bring your business together.
Discover a smarter way to manage, market and grow your business.