WhatsApp, email and sales. Together.
WhatsApp, email, deals and leads. Run by your team and your AI.
- WhatsApp + email
- Claude & ChatGPT ready
- English & Arabic
Illustrative demo with sample data. Pro from $15/person/month billed yearly; usage limits apply.
See each part up close
WhatsApp and email in one thread, with replies drafted for you.
Sarah Mitchell
Lead · Website form
Most CRMs wait for you to update them.Circlebase lets your AI do it.
- Call logged
- Deal moved
- Reply drafted
- Reminder set
Bring the AI you already use
Claude, ChatGPT or Cursor, connected in a minute.
- Connect in a minute
- Read, or read and write
- Clear daily limits
- Every change on record
3 leads waiting: Chloe, Marco and Ava. Drafts are ready to review ✓
WhatsApp + email, together
Every chat on the right contact.
- WhatsApp Business, built in
- Gmail, Outlook, any mailbox
- Answer as a team
- Replies drafted for you
Sarah Mitchell
Lead · Website form
Say what happened
It logs, moves and reminds for you.
- Your permissions
- Morning brief
- Contact summaries
- Your tone, any language
Done ✓ $4,990 in Proposal, reminder Thursday 10:00. Draft the proposal email?
Everything else you need
Contacts & companies
Custom fields, tags, views.
Import & export
CSV in, CSV out.
Tasks & reminders
Never miss a follow-up.
Roles & activity log
Roles on all plans; activity log on Business.
English & Arabic
Fully right to left.
⌘K search
Find anything, fast.
Duplicates & merge
Nothing lost.
30-day trash
Undo any slip.
Built for teams that sell in chats
WhatsApp CRM for sales follow-up
- One shared number
- First message = new lead
- Templates after 24h
CRM for agency proposals and client follow-up
- Clients as companies
- Claude updates the CRM
- Free viewers
CRM for training enquiries and enrollment
- Forms open leads
- AI first read
- Enrollment follow-ups
CRM for founder-led sales
- Agent-first
- Live in minutes
- Pro from $15/month
Simple pricing
Per person. Viewers free. Your AI included.
Free
For one person trying Circlebase on real work.
$0free forever
Includes:
- One person
- Up to 500 contacts
- Email, WhatsApp, inbox and sequences
- Your own AI over MCP
- 20 assistant messages a month
Pro
For teams that sell every day.
$15a person / month
billed yearly
Everything in Free, plus:
- Any team size, viewers free
- Unlimited contacts
- 100 assistant messages a person a month
- Automatic AI on every new contact
- 14-day free trial, no card
Business
For teams that route leads and need control.
$35a person / month
billed yearly
Everything in Pro, plus:
- 400 assistant messages a person a month
- Lead routing: rules, turns and passing on
- Activity log
- Full workspace export
- Priority support
Questions
How does per-person pricing work?
Pay for people who work in the CRM. Viewers are free on paid plans. Changes are billed right away.
Is there a free trial?
Yes: 14 days of Pro, no card. Then Free, and nothing is deleted.
What does “your own AI over MCP” mean?
Connect Claude, ChatGPT or Cursor. It works in your CRM on your own AI plan, so it’s on every plan.
Can I move from another CRM?
Import a contact CSV and review the column mapping with a small sample first. Check separately how to migrate deals, attachments and conversation history.
Can I cancel anytime?
Yes, from Settings. Your plan runs to the end of the period.
Do I need my own WhatsApp number?
Yes, a WhatsApp Business number on Meta’s official API. Meta’s fees go to your account; we add nothing.