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Base unifies customer data, customer-facing journeys, advocacy programs, and AI agents into one operating system — so teams can activate customers across onboarding, retention, expansion, references, referrals, reviews, and community.
Customer engagement is no longer one program, one campaign, or one team. Base gives you the shared system to identify the right customers, personalize the experience, automate the next step, and measure the business impact.
Launch personalized onboarding, product education, milestones, and next-best actions that help every customer reach value faster.
Learn More →Turn goals, risks, health signals, and QBRs into live customer-facing plans that stay updated with your data.
Learn More →Find the right customer proof for every deal, manage approvals, reduce manual chasing, and connect advocacy to pipeline influence.
Learn More →Identify advocates, launch campaigns, manage rewards, and create a home for customers to engage, contribute, and grow.
Learn More →Activate happy customers into reviews, referrals, testimonials, and social proof campaigns.
Learn More →Use engagement, sentiment, product usage, and account data to surface upsell, cross-sell, and renewal opportunities.
Learn More →How Base works
Base connects the systems you already use, builds a real-time view of every customer, applies AI to understand what matters, and activates the right experience for the right person at the right moment.
01
Bring CRM, product, success, and marketing data into one system of record.
02
Create a real-time view of accounts, signals, lifecycle stage, and growth potential.
03
Deliver the right experience — content, actions, and milestones — for every customer.
04
AI identifies signals and triggers the right move across teams and programs.
05
Measure engagement, expansion, retention, and the revenue driven by CX.
Base gives every team a shared place to understand customers, coordinate programs, launch experiences, and prove impact — without forcing teams to work from disconnected tools, spreadsheets, and one-off workflows.
Plan, launch, and monitor customer programs from one workspace — from references and advocacy to onboarding, retention, expansion, and reviews.
Explore Control Center →Create branded, customer-facing hubs, onboarding journeys, success plans, QBRs, content centers, forms, and action plans that update with live data.
Explore CMA Programs →Give CS, marketing, sales, RevOps, and leadership the workflows they need to coordinate around the same customer context.
Explore Team Dashboards →Automate the repetitive work: detect signals, recommend next steps, draft updates, trigger campaigns, collect data, and keep programs moving.
Meet Base AI →Customer-facing by design
Base turns customer programs into personalized, data-driven experiences. Teams can build and manage advocacy, references, community, referrals, loyalty, learning, onboarding, success plans, QBRs, POCs, partner programs, and lifecycle motions — all connected to customer data, updated in real time, and managed from one platform.
Build and manage advocacy, reference, community, referral, loyalty, learning, and lifecycle programs without adding more tools or operational complexity.
Target customers by segment, role, lifecycle stage, engagement, community activity, advocacy readiness, product usage, or account signals — then trigger the right ask, campaign, reward, or sales motion.
Use customer engagement, community participation, reviews, referrals, advocacy activity, CRM data, product usage, and support signals to uncover expansion, retention, reference, and campaign opportunities.
Connect customer-led programs to pipeline, revenue attribution, advocate-sourced ARR, upsell opportunities, retention impact, and program ROI — so every motion is measurable.
AI agents
Base AI agents do more than summarize data. They work across customer programs to detect signals, recommend actions, trigger workflows, generate content, and help teams act faster.
Finds the best-fit customer proof for active deals, recommends matches, and helps manage requests and approvals.
Identifies strong advocates, launches campaigns, manages asks, and tracks impact.
Keeps onboarding, success plans, QBRs, and lifecycle journeys moving with next-best actions, nudges, reminders, and milestone updates.
Turns your knowledge base, docs, support content, CRM records, and product information into contextual answers inside the customer experience.
Turns a business goal into a customer campaign brief, audience, message, ask, and execution plan.
Analyzes engagement, sentiment, customer health, advocacy contribution, and revenue impact.
Signal >
Customer completed onboarding milestone
AI action >
Trigger celebration + request review
Team action >
Notify CSM and update account timeline
Business impact
Higher adoption, more proof, better expansion timing
Customer data layer
Base connects the touchpoints that shape the customer relationship — CRM data, product usage, support history, meeting notes, content engagement, advocacy activity, community participation, reviews, referrals, and lifecycle milestones — so every team can understand what is happening and act on it.
Consolidate account, contact, and engagement data
Segment by lifecycle stage, persona, product, industry, region, usage, health, or advocacy readiness
Detect expansion, churn, reference, review, referral, and adoption signals
Sync data back to your CRM and business systems
Use customer-submitted data to enrich account records
Base fits into your existing stack, so customer engagement can be powered by the systems your teams already trust — without ripping and replacing.
Enterprise-ready
Base is designed to support customer-facing experiences, connected data, and AI-powered workflows with the controls enterprise teams expect.
Encryption in transit and at rest.
Role-based permissions, SSO, MFA, and workspace-level controls.
Control where AI is enabled, what data it can access, and how generated content is reviewed.
Track activity, program changes, data updates, and workflow execution.
SOC 2 Type 2 certified. Verify latest compliance status in the security page.
Revenue impact
Base connects customer engagement to the metrics leadership cares about — pipeline influence, win rates, retention, expansion, advocacy contribution, review generation, referral outcomes, and program ROI.
Higher Average ACV
Conversion from Upsell Campaigns
Ask-to-Reference Conversion
Track customer-driven pipeline and revenue attribution
Measure advocacy, reference, referral, review, and expansion performance
Report on account engagement and lifecycle health
Show program ROI by team, campaign, segment, and business goal
Give leadership a single view of customer-led growth
Unify customer data, journeys, and teams with the AI Engagement OS - and drive actions with AI to power real Customer-Led Growth.
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