AI-Powered Operating System for MSMEs & CA Firms

The Operating System for Modern Businesses. Scale Growth.

Unify sales pipelines, client onboarding, compliance workflows, automated invoicing, task timing audits, and financial analytics — all from a single intelligent platform.

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Enterprise-Grade 256-bit Encryption⚡ Setup in Under 2 Minutes🏆 Built for CA Firms & MSMEs

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Strategic Business Value

Provides instant 360° operational visibility across leads, revenue, tasks, and client agenda in a single unified view.

Why Competitors Fail / Lack This

Traditional CRMs force users to navigate through 5+ fragmented apps or paid plugins to get a single unified daily breakdown.

CoreX AI & WhatsApp Synergy

CoreX AI co-pilot continuously monitors your daily agenda & alerts you to approaching client deadlines.

Good Evening, Rajiv Shukla 👋

Here's what's happening with your business today.

XYZ Incorporation Dashboard

0 FOLLOW-UPS DUE0 MEETINGS TODAY₹0 PAYMENTS DUE0 DEADLINE APPROACHING

TOTAL LEADS

ACTIVE CLIENTS

MONTHLY REVENUE

₹0

PENDING PAYMENTS

₹0

CONVERSION RATE

100.0%

OPEN TASKS

DEADLINES

SALES PIPELINEView full pipeline

New Leads0

Qualified2

Proposal0

Negotiation0

Won0

REVENUE OVERVIEWCOLLECTIONS

TODAY ₹0THIS MONTH ₹0

TODAY'S AGENDAView Calendar

No client meetings or tasks scheduled for today. 🎉

CoreX AICOMING SOON

Contextual Business Assistant

A Business Operating System for your workflows, management and growth.

Whether you are an MSME driving product sales or a CA/CS firm managing complex incorporation stages, Corebase adapts to your business model. Stop losing track of client communication, missed sales follow-ups, and strict deadlines.

Why Teams Choose Corebase - Your Business Operating System

Total Flexibility: Manage standard sales pipelines or multi-stage incorporations natively.
Centralize Communication: Keep WhatsApp client chats and emails tied directly to the lead profile.
Improve Accountability: Assign strict task due dates for both team members and document collection.
Drive Conversions: Turn more leads into long-term customers and seamlessly cross-sell financial services.
Corex AI: Power your business operations with our dedicated, intelligent and tested AI to automate and enhance your workflows.

The Universal Operations Pipeline

Capture leads and record basic client and business entity details.
Assign leads to specialized team or operational team members.
Track progress via visual Sales Pipelines or Corresponding Stages.
Automate follow-ups and verify workflows securely.
Secure your leads with a dedicated omnichannel communication pipelines.
Connect your clients for further relative services and get realtime feedback from them to build a credible profile.

Google Workspace & OAuth Integration

Unified Google Workspace Integration & Enterprise Branding

CoreBase (operated by CoreBase Software Solutions LLP) integrates seamlessly with your Google Workspace to empower sales teams, CA/CS practitioners, and MSMEs with automated client email dispatch, calendar synchronization, and meeting scheduling.

Gmail & Email Dispatch

Connect your official Gmail account to send proposals, track client email conversations, and trigger automated follow-up emails straight from lead workspaces.

1-Click Gmail OAuth connection
Automated client proposal dispatch

Google Meet & Calendar Sync

Synchronize sales call schedules, generate Google Meet video call links, and audit meeting completion timestamps for your team.

Instant Google Meet link creation
2-Way calendar schedule sync

Bank-Grade Data Protection

Your Google OAuth tokens are encrypted at rest with AES-256 and used exclusively to serve your active CRM tasks. Data is never sold or shared.

Strict Limited Use compliance
Zero third-party data sharing

Google API Services User Data Policy Compliance

Limited Use & User Data Disclosure Notice

CoreBase's use and transfer of information received from Google APIs to any other app will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

View Privacy Policy

Workflow Overview & Execution Pillars

How CoreBase Transforms Your Business Operations

A high-level view of how our intelligent operating system unifies your firm from setup to lead acquisition, work auditing, auto-invoicing, and financial analytics.

01Sub-3 Min Setup

Firm Setup & Branding

Upload logo, configure GSTIN, SAC codes, UPI QR settlement, and role-based access permissions.

02-70% Lead Drop-off

Multi-Channel Lead Stream

Aggregate leads from Web Forms, WhatsApp CRM, and Email into custom sales stages.

030 Overdue Deadlines

Task Delegation & Work Audits

Categorize tasks into Delayed, Upcoming & Completed with full time-completion audits.

043x Receivables Recovery

WhatsApp Auto Follow-ups

Schedule automated WhatsApp payment reminders with pre-attached PDFs and UPI QR codes.

054 Billing Workflows

4-Document Billing Engine

Issue Tax Invoices, Quotations, Credit Notes (with Inv Ref), and Receipts with system numbering.

062.4x MRR Growth

Financial Intelligence Analytics

Track real-time MRR trends, executive conversion rates, and average task audit completion velocity.

Want to See the Complete Interactive Serial Notebook & Setup Checklist?

Explore our full 7-Chapter Operational Playbook Notebook inside the Resources Hub, complete with step-by-step configuration items and live module previews.

Read Full Playbook Guide in Resources

Powerful Features for Scaling Businesses & CA Practices

Centralize your sales outreach and operational compliance workflows into a single, powerful CRM platform.

Visual Sales Pipeline Management

Track every lead and opportunity with a visual sales pipeline. Gain complete visibility into your MSME's standard business sales process.

CA Firm Incorporation Workflows

Dedicated operational pipelines for CA as well as CS professionals.

Omnichannel CRM Integrations

Communicate securely via WhatsApp and Email directly from the dashboard to log client conversations and share compliance updates.

Document & Compliance Tracking

Streamline secure document verification for PAN/Aadhaar and easily track Name Approvals, DSC status, and SPICE Part B government filings.

Follow-Up & Task Automation

Never miss a deadline. Utilize automated scheduling and reminders for MSME sales calls or strict CA compliance due dates.

Cross-Department Routing

Automatically route newly incorporated clients to your sales team for complementary pitching of GST, MSME, and Startup India services.

Business Dashboard & Reporting

Get complete business visibility with lead conversion reports, team workload analytics, and pending payment link tracking.

AI-Powered Workflow Assistance

Work smarter with AI follow-up suggestions, chat summaries, and intelligent workflow automation across all sales and operational pipelines.

Trusted by Growing Businesses

See how teams across India are scaling their operations with CoreBase.

"CoreBase completely transformed how we handle client document collection and inquiries. The WhatsApp integration means we never lose track of a client conversation again."

Rahul Verma

Founder, Verma & Associates (CA Firm)

"The automated follow-up reminders and the visual sales pipeline gave our team the exact accountability we were missing. Our conversion rate is up 24% since we switched."

Priya Sharma

Sales Director, TechFlow Solutions

"Finally, a CRM that doesn't feel like a chore to use. Centralizing our emails, WhatsApp chats, and lead stages in one dashboard has saved us countless hours every week."

Amit Patel

Operations Head, CreativeEdge Agency

Simple, transparent pricing

Choose the perfect plan for your team's size and needs.

Basic Plan

per user per month

₹499/month

Lead Management
Sales Pipeline
Task Management
Follow-Up Tracking
Dashboard
Email Integration

Get Started

Silver Plan

per user per month

₹699/month

Everything in Basic +
WhatsApp Integration
Communication Tracking
Invoice Management
AI Follow-Up Suggestions
Advanced Reports

Get Started

Gold / Premium

per user per month

₹999/month

Everything in Silver +
Multiple WhatsApp Integrations
Team Performance Monitoring
Workflow Automation
Advanced Analytics
Priority Support

Get Started

Frequently Asked Questions

Everything you need to know about getting started with CoreBase.

Not at all. CoreBase is designed to be plug-and-play. You can set up your pipeline, invite your team, and start managing leads in under 15 minutes without any coding knowledge.

CoreBase connects directly with individual employee WhatsApp accounts. This allows you to track lead-wise communication history, use message templates, and send updates straight from your dashboard without needing an expensive Enterprise API.

Absolutely. You can start with the Basic plan and upgrade to Silver or Gold at any time as your user count or feature requirements increase. Pricing is transparent and adjusts automatically.

Yes. CoreBase utilizes enterprise-grade encryption and secure tenant-isolation to ensure your leads, invoices, and communication data are strictly accessible only by authorized users within your company.

Yes! All plans include support. Basic and Silver plans include standard email and chat support, while Gold plan users receive priority support with a dedicated account manager.

Ready to Transform Your Sales & Operations?

Experience a smarter way to manage workflows, communication, and team performance.

Book a Free Trial Contact CoreBase Team