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Features

Everything you need to scale your practice

From lead capture to closing, BasePOWR automates the repetitive work so you can focus on what matters — building relationships.

CRM & Pipeline

📇

Smart Contact Management

AI-scored leads, rich profiles, relationship tags, and pipeline tracking — all in one place.

🔄

Pipeline Automation

Automated stage transitions, follow-up reminders, and next-best-action suggestions powered by AI.

📋

Activity Timeline

Every touchpoint — calls, messages, emails, funnel views — logged and searchable.

Video Funnels

🎬

Interactive Video Funnels

AI-narrated, multilingual video presentations with embedded questions, branching, and booking.

🌐

6+ Language Support

Punjabi, Hindi, French, Spanish, English, Gujarati — with TTS and pre-recorded voiceover options.

📊

Funnel Analytics

Slide-by-slide drop-off analysis, completion rates, response times, and geographic breakdown.

Outreach & Communication

💬

WhatsApp Integration

Send personalized messages with pre-filled templates, track delivery and read status.

📧

Email Nurture Sequences

Automated follow-up sequences triggered by funnel abandonment or lead status changes.

✍️

AI Script Generator

Channel-specific conversation scripts generated by AI based on your contacts and pipeline stage.

AI & Intelligence

🤖

Noor AI Assistant

Ask anything about your contacts, pipeline, or next steps — powered by your actual data.

🛡️

Compliance Engine

Real-time scanning of outbound messages for earnings claims, disclaimers, and regulatory issues.

🎯

Lead Scoring

AI-evaluated lead quality based on engagement, recency, and pipeline velocity.

Team & Management

📋

Daily Command Center

AI-generated daily plans, next-best-actions, call prep briefs, and objection handling.

🏆

Leaderboards & Streaks

Gamified performance tracking with daily streaks, points, and team leaderboards.

🎓

Learning Academy

Built-in LMS with courses, quizzes, certificates, and compliance training.

Platform

🏢

Multi-Tenant Architecture

Organization-level isolation, role-based access, and configurable plan tiers.

💳

Stripe Billing

Flexible subscription plans, module marketplace, sponsor credits, and trial management.

🔗

Referral System

Username-based referral tracking with click analytics, conversion funnels, and agent leaderboards.

See it in action

September special — first month just $10 on any plan.

Get Started — $10 First Month
BasePOWR

AI-native CRM for financial professionals. Capture leads, close deals, and grow your team.

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