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Average Ratings 11 Ratings
Description
Baseqore is a CRM designed specifically for freelancers, facilitating the management of client work from the initial proposal stage through to payment completion. Users can create proposals and contracts with electronic signatures, oversee client relationships and projects, monitor tasks and time, and transform billable hours into invoices that clients can conveniently pay online. The platform supports various payment methods, including credit cards, Apple Pay, Google Pay through Stripe, along with PayPal, Revolut Pay, Wise, and Mollie. Users can also offer clients a personalized portal on their own domain, allowing for easy access to updates, documents, and invoices. Additional features encompass estimates, expense tracking, a calendar, team collaboration, and data export capabilities.
The target audience includes freelancers, studios, and small agencies in fields such as web design, development, copywriting, photography, interior design, and marketing.
Plans are structured as follows:
• Free: Limited to 3 clients, 3 projects, and 1 user, this plan includes essential features like invoicing, estimates, proposals, contracts (with e-signature), a calendar, time tracking, a client portal, and a custom domain, with no credit card required to start.
• Pro/Ultra: These plans offer increased limits and user seats, catering to the needs of expanding teams.
As a hosted SaaS solution, Baseqore ensures security through HTTPS, and it never retains credit card information, with strong customer authentication and 3-D Secure managed by payment providers. You can begin using the service for free and choose to upgrade whenever necessary, making it an adaptable option for freelancers looking to streamline their work processes.
Description
You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it!
It can be used with major CRMs like Close.com, Hubspot and Pipedrive.
DocSales:
(1) Use Google Docs as a Document Template Editor to complete personalization
(2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically.
(3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign).
(4) Keep track of their openings.
(5) Move the card to a different column/phase or set opportunity to win it
(6) Integrate with Blling systems or payment processors
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
Integrations
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
Pricing Details
$5/month (billed annually)
Free Trial
Free Version
Pricing Details
$29 / month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Baseqore
Founded
2025
Country
Portugal
Website
start.baseqore.com
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management