Clients and properties
Contacts, properties, access notes and a full history for every client.
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Made for UK small businesses
The CRM that runs your small business
Keep your clients, schedule your team and send invoices that get paid, all in one place. Sales Base brings your clients, jobs and invoicing together, so you spend less time on admin and more on growing.
30-day free trial of Growth, no card needed. Set up in minutes, with your own web address, your own data and your own payment accounts.
Less admin
Repeating bookings create your jobs weeks ahead, invoices go out from your own email, and your team sees only the work they need to do.
Get paid faster
Clients pay by card, PayPal or Direct Debit into your accounts, and reminders chase the late ones for you.
Win more work
Track every enquiry on a pipeline, send quotes clients accept online, and see what is working in your reports.
Everything a small business needs, nothing it does not
Each part works with the others, so a job you schedule becomes an invoice, and an invoice becomes a payment, without typing it twice. See all the features.
Bookings, jobs and calendar
One-off and repeating bookings that create your jobs on a weekly calendar.
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Crew app, timesheets and leave
A crew app that works without signal, timesheets, day routes and leave.
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Visit reminders
Reminders two days before and on the morning, by email or text, plus repeats up to yearly.
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Customer feedback and retention
Ratings after each visit, complaint cases and a health score for every client.
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Safety, keys and vehicles
Safety sheets, insurance, keys, vehicles and problem reports in one place.
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Services and checklists
A price list with checklists, on jobs, quotes and invoices, and revenue by service.
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Records for your trade
Appliances, vehicles, inspection notes and a stylist’s client card.
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Up and running in an afternoon
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1
Create your account
Choose your company’s own web address, such as acme.salesbase.co.uk, and add your VAT details. It takes a couple of minutes.
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2
Add your clients and bookings
Type them in, or import them from a spreadsheet. Set up your repeating work and your team’s jobs appear on the calendar.
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3
Invoice and get paid
Send VAT-ready invoices from your own email address. Connect your own accounts so clients can pay online, and let reminders do the chasing.
Simple pricing that grows with you
One price for your whole company, not per person. Start on Starter and move up when you need more. Compare the plans.
Starter
For a small team getting organised.
£29 a month
Growth
For a company that wants to be paid faster and win more work.
£59 a month
Scale
For a busy company that wants the most from every day.
£119 a month
Questions people ask first
How do I get started?
Create an account with your company name and choose your own web address. You start straight away on a 30-day free trial of Growth, no card needed. You choose a plan when you are ready, and nothing is charged until you do.
What happens when the free trial ends?
We email the owners a week, three days and one day before. If you have not chosen a plan by then, your account becomes read-only: you can still sign in, look at everything and download your data, but nothing can be changed until you choose a plan. We keep everything for 3 months and email the owners regularly before anything is deleted, and you carry on exactly where you left off as soon as you subscribe.
Do I pay for each person on my team?
No. A plan is priced for your whole company, not per person, and includes up to 3 people with their own sign-in on Starter, 8 on Growth and 25 on Scale.
Can it remind my clients of appointments by email or text?
Yes. Clients are reminded two days before and on the morning of a visit. Email reminders are on every plan and go out from your own address with your logo. Text messages are on Growth and above, with a monthly allowance and blocks of extra texts you can buy, which never expire. Texts are not sent during the free trial.
Is it only for cleaning companies?
No. You choose your trade when you sign up, from cleaning, window cleaning, exterior cleaning, carpet and upholstery cleaning, oven cleaning, kitchen and bathroom fitting, carpet and flooring laying, tree surgery, plastering and dry lining, ceramic tiling, pest control, fire safety and testing, locksmiths and security, waste and skip hire, roofing, handyman and decorating, pet services, driving and tutoring, personal training, chimney sweeping, photography, music teaching, gutters and fascias, garage doors, drainage, mobile beauty, car valeting, windows and doors, appliance repair, gardening, removals, plumbing and heating, electrical, building, property maintenance, garages, landscaping, hairdressing and home help, or Other for any small business, and the product uses your trade’s words.
More answers are in the help centre, and the chat box in the corner will answer questions about plans and how it works.
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.