RevenuePortfolio-wide intelligence

Revenue Hub

One workspace for retention and expansion

Your Revenue Hub unifies client info, health, upsells, offers, and agency positioning — the command center for leaders who manage a book, not just accounts.

Revenue hub
At risk
3 clients
Expansion open
12 ideas
Book ARR
$2.4M
Offers live
8 packages

The problem

Revenue conversations scatter across spreadsheets, CRM reports, and slide decks that are stale the moment they're exported.

How Base helps

Base gives principals and client leads a single hub: portfolio health, expansion pipeline, offer catalog, and positioning — updated as integrations sync.

How it works

Step 1

Start at overview

See book-level metrics and drill into clients that need attention.

Step 2

Align on offers

Maintain packages and public offer pages your team pitches consistently.

Step 3

Run the quarter

Move from health flags to upsell workflows without exporting another deck.

FAQ

Who uses the Revenue Hub?+

Agency owners, client leads, and revenue ops — anyone responsible for retention and expansion across the portfolio.

Keep exploring our features

Every module in Base ladders to retention, expansion, growth, or revenue across your agency book.

Retention · Keep clients before renewals slip

Expansion · Grow revenue from existing accounts

Growth · Performance and strategy that compounds

Revenue · Portfolio-wide intelligence