CRM Basket Description
CRM Basket serves as a comprehensive CRM and marketing solution tailored specifically for small businesses run by individual owners. It consolidates contacts, conversations, calendars, and payment processing into a unified timeline for seamless customer engagement. The platform boasts an array of features such as sales pipelines, integrated SMS and email communication in a single inbox, missed-call text-back capabilities, online scheduling, automated follow-up sequences, review solicitation, invoicing with text-to-pay options, electronic signature documents, customizable forms, QR codes, and tools for building websites and sales funnels, all accessible through a mobile application. It also offers industry-specific setups for professionals like authors, landscapers, dog groomers, daycares, boarders, as well as operators of ATMs and vending machines, complete with ready-to-use workflows, templates, and sales pipelines available from the start. For those seeking additional support, there is an option for done-for-you implementation services. Subscription plans begin at $37 per month, and each plan comes with an introductory free trial period to help businesses get started. With its diverse functionalities, CRM Basket aims to empower small business owners to enhance their customer relationships and streamline their operations effectively.
CRM Basket Alternatives
ContractSafe is AI-enabled contract management software that actually does what it promises, without the six-month implementation, per-seat charges, or admin overhead that makes most CLM tools their own kind of problem.
If you've been through that cycle before (a tool that takes months to deploy, requires a dedicated admin, hides pricing behind a sales call, and still leaves contracts expiring without warning), ContractSafe is the way out.
Search is Google-fast across every contract and attachment, including full OCR on scanned PDFs. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content. Smart Search understands your intent rather than requiring exact keywords. None of it needs configuration or a dedicated admin. It works out of the box.
Pricing is published publicly. No "contact sales for a quote," no per-seat charges that penalize you for adding users, no implementation fees. Every plan includes unlimited users, automated renewal and key-date alerts, a dedicated Customer Success Manager, and free onboarding assistance. Higher-tier plans add approval workflows, redlining, and built-in e-signature.
Security: hosted on AWS, SOC 2 Type II and ISO 27001 certified, HIPAA and GDPR compliant, with data residency options across the US, Canada, EU, and Australia.
Most teams are fully operational within hours of signing up. Free trial, no credit card required.
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UENI is a done-for-you website design service and small business platform: you answer a few questions, and UENI's team builds, writes, and launches your website in about 7 days. No templates to pick, no editor to learn, no code.
Who it is for: small and local businesses that need a professional web presence fast. Tradespeople, contractors, salons, clinics, cleaners, restaurants, retailers, photographers, coaches, and consultants.
Every UENI plan includes:
• A custom, mobile-friendly website built and copywritten for you
• Managed web hosting with a free SSL certificate
• A custom domain and professional business email
• Local SEO and Google Business Profile setup so you get found on Google and Google Maps
• Online booking and appointment scheduling
• Payments, invoicing, and an online store with 0% UENI transaction fees
• Lead-capture, quote request, and contact forms
• Unlimited done-for-you edits, handled by a real team
• A 1:1 launch and training call
Plans: Website Launch $24.99/month plus $79 setup. Plus $59/month adds advanced SEO, integrations, multiple mailboxes, and priority phone support. Growth $124.99/month adds a dedicated growth team, marketing plan, content creation, and monthly 1:1 marketing sessions. 30-day money-back guarantee on all plans.
Platform choice matters: UENI can build on the UENI CMS, on Wix, or on WordPress with managed WordPress hosting, so you are never locked into one proprietary stack.
Founded in 2014, UENI has launched websites for more than 700,000 small businesses worldwide and holds a 4.8 out of 5 Trustpilot rating from over 9,000 reviews.
The short version: UENI is the affordable alternative to a web design agency and the shortcut past half-finished DIY website builders.
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NextAgency for Health & Life Insurance
NextAgency is insurance agency management software built specifically for agencies selling health insurance, employee benefits, Medicare, and life insurance. Unlike agency management systems built for property and casualty insurance agencies, NextAgency is designed for the CRM needs, workflows, compliance requirements, and day-to-day operations of life and health insurance agencies.
NextAgency combines a life and health insurance agency CRM with agency management, marketing, automation, reporting, compliance, and optional insurance commission tracking in a single system. Agencies selling health, benefits, senior, and life policies across the country use NextAgency to organize client information, automate routine work, and manage their entire book of business.
Key capabilities include:
• Life and health insurance agency CRM for leads, prospects, clients, policies, renewals, relationships, and customer service
• Marketing automation with email campaigns, drip marketing, text messaging, renewal reminders, and client communications
• Automated insurance agency workflows, task management, dashboards, business analytics, and operational reporting
• Compliance and disclosure management with document storage, e-signatures, and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, producer reporting, and sub-agent management
• Easy customization so the software adapts to your agency instead of forcing your agency to adapt to the software
• Transparent pricing, a 30-day free trial, no long-term contract required, free Android and iPhone apps, and top-rated customer support
• Integrates with Employee Navigator, BerniePortal, Intulse, GReminders, Zapier, and other software insurance agencies use
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JobNimbus
JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production.
"This is f$&%ing amazing!" "This is f$&%ing awesome!"
** MARKETING
• SEO
• Paid Ads
Google Business Profile
Website
** SALES **
• Scheduling
Lead tracking
• Boards
• Customized sales workflows
• Sales automation
** PRODUCTION **
• Production boards
Customized job workflows
• Production automation
• Notes
• Tasks
• Ordering directly from Beacon Pro+ and Roof Hub SRS.
Work Orders
Subcontractors
Reports
BILLING **
• Invoicing
• JN Payments
• Text-to-Pay
• Financing
• QuickBooks 2-way synchronization
** COMMUNICATION**
Engage texting
Email
• Caller ID
• @mentions
Job sharing
• Notification center
All of this will equip your entire team with the best all-in one roofing app.
Learn more
Pricing
Pricing Starts At:
$37/month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
CRM Basket
Year Founded:
2026
Headquarters:
United States
Website:
crmbasket.com
Media
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Product Details
Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Online Support
CRM Basket Features and Options
CRM Basket User Reviews
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