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.
$9/month flat, 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:
- Getting started — sign up, finish onboarding, connect Twilio, get the apps.
- Phone & SMS — connect your Twilio account, send texts, schedule sends, voicemail, recordings.
- Email integration — connect any IMAP/SMTP email account, send mail with attachments + scheduled send + signatures + drafts.
After that:
- Contacts, deals & tasks — the day-to-day CRM
- Importing data — CSV imports
- AI integrations — connect Claude, ChatGPT, Cursor, and more
- Webhooks — send your CRM events to Zapier, Make, n8n, or any URL
- Automations — overview of the Automations page (Workflows + Sequences in one place)
- Sequences — multi-step outreach sequences (SMS / email / task / tag / note / update field)
- Campaigns — one-to-many email + SMS campaigns with a drag-drop designer (shipping now)
- Booking links — public Calendly-style pages so prospects can self-book time with you
- Billing — subscription, trial, cancellation
- Mobile app — Android install + sideloading
- Desktop app — Windows installer
- Account & security — password, sessions, revoking access
- FAQ — common questions
- Contact support — when you're stuck
If your question isn't here, email support@groundbasecrm.com — most replies go out within a few hours.