Welcome to Groundbase

Groundbase CRM is one app you can run anywhere — in your browser, as a Windows desktop app, or on your Android phone — and it stays synced in real time. Same login, same data, same conversations.

$19/month flat, or $199/year, with a free 14-day trial. You bring your own Twilio account for SMS and voice, so Groundbase doesn't mark up your usage — Twilio bills you directly at their rates.

What's in this help center

Most users just need the first three articles to get rolling:

1. Getting started — sign up, finish onboarding, connect Twilio, get the apps.
2. Phone & SMS — connect your Twilio account, send texts, schedule sends, bulk texts, compliance.
3. Email integration — connect one or several mailboxes, send mail with attachments, scheduled send, signatures, drafts and templates.

After that:

• Dashboard — the cards, and how to arrange them
• Calling & voicemail — the in-app dialer, incoming calls, call history, recordings, greetings and forwarding
• Contacts, deals & tasks — the day-to-day CRM
• Time tracking — timers, logged hours, and turning billable time into invoice lines
• Settings & customisation — preferences, appearance, custom fields, deal stages, saved views, keyboard shortcuts
• Importing data — CSV imports
• AI integrations — connect Claude, ChatGPT, Cursor, and more
• Google Calendar — two-way sync with your Google Cal
• Workflows — when this happens, do that: triggers, conditions, steps, and a legend of every value you can use
• Connections — forms, Calendly, Zapier and your own site posting leads in; Slack, Discord and your own endpoints hearing about events
• Campaigns — one-to-many email + SMS campaigns with a drag-drop designer
• Booking links — public Calendly-style pages so prospects can self-book time with you
• Documents & e-signatures — send consent forms, agreements and contracts to sign online
• Billing — subscription, trial, cancellation
• Mobile app — Android install + sideloading
• Desktop app — Windows installer
• Account & security — password, two-factor authentication, email verification
• FAQ — common questions
• Contact support — when you're stuck

If your question isn't here, email support@groundbasecrm.com — we reply within 24 hours, usually sooner.