Our Features
Three things, done well
Base focuses on the exact workflows that help agencies expand, retain, and prove the work — plus the data layer behind them.
Upsell
Expansion Queue
Ranked upsell opportunities per client with upside, readiness, and pitch-ready detail.
Offers & Proposals
Offer catalog plus evidence-backed proposal drafts your team can send the same day.
Retain
Client Health
Portfolio health scores with risk bands, revenue-at-risk modeling, and the reasoning behind each one.
Sustain
Scope Tracking
Scope and commitment tracking from email and meetings, with conflict detection and links to the source.
Client Portal
White-label client portal with custom domain, client tasks, content review, and performance tabs.
Foundation
Data Sources
An ever-growing list of integrations for the channels you use with clients — Slack, Drive, Meta, Google Ads, GA4, Shopify, HubSpot, Stripe, Teamwork, and more.
Built to scale with any agency.
Join Base and grow what you already have.