Run your business from a phone
Pocket CRMThe mobile CRM trusted by small businesses worldwide.
You're running a business on five tools that don't talk to each other.
A deal closes in HubSpot. The contract gets signed in DocuSign. The project lives in Asana. The invoice goes out from QuickBooks. The signed PDF sits in someone's inbox.
It's not that your tools are bad. It's that you are the integration.
One platform. Your team's workspace and your clients' login.
Move your business into PrimeBase and the things that used to live in five places now live in one. Including the place your clients log in to.
Your clients have somewhere to go that isn't your inbox.
Every customer and vendor gets their own login. They see invoices, sign documents, track projects, and raise requests — without emailing anyone on your team.
Pick a module. See what it actually does.
Every customer, deal, document, invoice, and project lives in one system. Click any module to see what it looks like in action.
Customers, leads, deals — and a map showing where they all are.
Drag deals across the kanban. Win one, and the project and contract are already drafted. Includes maps, polygon search, and a real geolocation layer for field teams.
Open the CRM & Pipelines feature pageOne workflow that used to live in four tools.
Close a deal. The contract and the project are already drafted. Your client logs in to a portal that already knows them.
In the CRM, drag a deal to "Won." That's the entire trigger.
PrimeBase fans out the work — project and contract drafted. You review. You don't recreate.
They see the contract to sign, the project status, and the invoice — without an email.
However you make money, PrimeBase fits.
Whether you sell services, products, or both — built for the people who run small businesses, not the ones who manage enterprises.
Pocket CRMWe built PrimeBase because we'd already built Pocket CRM — a mobile CRM for small business owners — and we kept hearing the same thing from our users.
“The CRM is great, but my projects are somewhere else. My accounting is somewhere else. And honestly? My clients have no idea what's happening with any of it.”
So we built the rest. The accounting. The projects. The documents. The portal where customers can finally just log in and see their stuff.
We're not the cheapest tool you can buy. We're the one you'll actually use — because everything that used to live in five tabs now lives in one.
Simple pricing. No surprises.
14-day free trial of Business — no credit card. All paid plans include unlimited free portal users. No per-user fees on things that don't matter.
The things people actually ask before signing up.
Still have a question? We're an email away.
Email the team