Groundbase
Features

Everything in the $19, grouped by the job it does.

One plan, one person. Each group below says what it replaces, and what it does not, so you can decide what to cancel. Every item links to the help article that shows it in use.

The CRM

Contacts, pipeline, tasks and notes, on one record.

Every contact page shows the conversation, the deal, the invoice and your notes together. The pipeline is a board you drag.

Replaces a CRM seat.

One user per account. There are no roles, seats or shared inboxes.

  • ✓Contacts and companies with custom fields, tags, addresses and saved views
  • ✓A kanban pipeline with your own stages, values that roll up per stage, drag to move
  • ✓Tasks, events and meetings on one calendar; recurring tasks; overdue pinned to the top
  • ✓Notes on contacts, companies and deals, with an activity feed of every touchpoint
  • ✓Duplicate finding and merging; CSV import for contacts, companies and deals
  • ✓A dashboard you arrange: drag, resize, add or remove the cards

Contacts, deals & tasks →

Texting and calling

Two-way texts and a softphone, from your own number.

Through your own Twilio account, at Twilio's rates. The thread, the read state and the call history are the same on web, Windows and Android.

Replaces SimpleTexting, EZ Texting, OpenPhone.

Needs a Twilio account and a number (about $1.15 a month). US numbers need Twilio's A2P registration before texting. No short codes.

  • ✓Two-way SMS threads with photos; scheduled texts; templates with merge tags
  • ✓Bulk SMS with a throttle and automatic opt-out handling, so STOP is honoured everywhere
  • ✓A WebRTC softphone in every app: make and receive calls wherever you are signed in
  • ✓Voicemail drops: record once, drop it mid-call with one button and hang up
  • ✓Call history with recordings and transcripts, voicemail transcription
  • ✓Email in the same place: connect a mailbox and reply from the contact's page

Phone & SMS →

Invoices, quotes and time

Bill the people already in your CRM.

No separate customers list. Quote it, invoice it, get paid by card, and watch the balance settle on the same contact.

Replaces QuickBooks invoicing, Wave, FreshBooks.

Invoicing, not bookkeeping. There are no expenses, bank feeds, tax filing or accountant access.

  • ✓Quotes the customer accepts online, with an optional deposit; one click turns an accepted quote into an invoice
  • ✓Draft, issue and send invoices from your own email; gapless numbering; your logo and terms
  • ✓Card payments through your own Stripe, with no percentage on top; part payments and running balances
  • ✓Receipts sent automatically; credit notes; repeating invoices for retainers
  • ✓More than one currency, with saved items priced in each
  • ✓Time tracking: start a timer on a job or log it after, and unbilled hours drop onto the next invoice

Invoicing →

Booking links

A page where clients book themselves.

One link per meeting type. It knows your hours, your existing meetings and, if connected, your Google Calendar.

Replaces Calendly.

Solo scheduling. No round-robin, no team calendars, no video links added automatically, no payment at booking.

  • ✓Meeting types with their own duration, buffer, notice period and hours
  • ✓Google Calendar busy time kept free; bookings sync back to the calendar
  • ✓Intake questions on the booking form; confirmation email; reminder texts at times you choose
  • ✓Reschedule and cancel links in the confirmation; RSVP yes, no or maybe
  • ✓Book someone in yourself, from the app or by asking your AI
  • ✓A booking can start a workflow: tag them, text them, create the follow-up

Booking links →

Newsletters, drips and lead forms

Stay in touch, and know who is ready.

Campaigns send through your own Resend account. Lead forms put every submission into the CRM as a tagged contact with a follow-up task.

Replaces Mailchimp, Constant Contact.

Built for a small list. No landing-page builder, no e-commerce blocks. Resend's free tier covers 3,000 emails a month.

  • ✓Newsletters with layouts for your line of work, drag-and-drop blocks, a contact card that fills itself in
  • ✓Drip campaigns that stop the moment someone replies; email and SMS steps in the same drip
  • ✓Audience by tag; A/B variants; open, click, bounce and unsubscribe tracking per recipient
  • ✓A daily send cap and sending windows, so a new domain warms instead of burning
  • ✓Lead forms with their own link, from a template or your own fields; hot-lead tags and tasks on clicks
  • ✓Unsubscribe handled: a footer on every issue and a suppression list campaigns always skip

Campaigns →

E-signatures

Contracts and consent forms, signed on a phone.

Upload a PDF once, place the fields, send it to the contact you are already billing.

Replaces DocuSign or PandaDoc, small plan.

Not legal advice, and not for documents that need a witness or a notary. The signing page is on the web only.

  • ✓Templates with fields for signature, initials, name, date, text and checkbox
  • ✓One signer or several, in order or all at once; you can countersign
  • ✓The signer draws or types on a page with no account; automatic reminders after 3 and 7 days
  • ✓A certificate page with who signed, when, from where, and the document's fingerprint
  • ✓The signed PDF emailed to everyone and filed on the contact

Documents & e-signatures →

Workflows and webhooks

When something happens, it gets handled.

Rules you build in a minute, running on our servers. Webhooks bring leads in from your forms and send events out to the tools you already use.

Replaces a Zapier plan, for the everyday rules.

Not a general automation platform. For connecting two other tools to each other, you still want Zapier or Make.

  • ✓Triggers: a contact is added, a deal moves, a tag is applied, a text arrives, an invoice is paid, a form posts, or a schedule
  • ✓Steps: text, email, tag, task, note, update a field, call a webhook, branch on a condition
  • ✓A wait of up to 30 days that ends early if they reply, book or opt out
  • ✓A run log that shows what each step did and why a run skipped
  • ✓Inbound webhooks from Typeform, Jotform, WordPress, Wix, Calendly, Zapier and your own code
  • ✓Outbound webhooks to Slack, Discord, Zapier, Make, n8n or your endpoint, signed and retried for up to 15 hours

Workflows →

Your AI

Claude, ChatGPT or Cursor, driving all of it.

Groundbase ships with a built-in MCP server. Connect the AI you already pay for and ask in plain English.

Most everyday work. Connecting Twilio, your subscription, refunds and imports stay in the app.

  • ✓Add a contact, book a meeting, draft and send an invoice, text a client, move a deal, log time, chase overdue invoices
  • ✓Read-only questions too: what is my pipeline worth, who is waiting on me, what came in overnight
  • ✓Signs in with OAuth on a Groundbase page; the AI never sees your password; revoke any client in one click
  • ✓Uses your own AI subscription; Groundbase charges nothing for the connection and never proxies the traffic

How the AI connection works →

Apps, data and account

Web, Windows and Android. Your data stays yours.

Sign up once on the web; the native apps use the same login and sync in real time.

No native Mac or iPhone app, and none is scheduled. The Android app is a sideloaded APK until it is on Google Play.

  • ✓Web app in any browser, including Safari on Mac and iPhone; a native Windows app; a native Android app
  • ✓Two-factor sign-in with an authenticator app and recovery codes
  • ✓Daily backups on our side; a full JSON export of every record from Settings, any time
  • ✓Your Twilio, Resend and Stripe accounts are yours, connected with your own keys
  • ✓Cancel from Settings, keep access to the end of the period, nothing deleted

Account & security →

All of it, for $19 a month.

Fourteen days free. Card required, not charged until day 15. See what it replaces →

Start free trial →