BaseLine is the AI-native CRM for teams and individuals who gather signal in the wild. Scan a card, log a chat, get a briefing, close the loop. Your pipeline writes itself.
Most CRMs assume you're at a desk. BaseLine assumes you're on the floor, in a coffee shop, between flights — capturing signal as it happens, with AI doing the structuring for you.
Scan a business card, dictate a quick note, snap a whiteboard. BaseLine turns it into a clean, searchable record before you put your phone away.
Every person, company, and conversation is linked. Ask BaseLine "who did we talk to about supply chain?" and get answers with citations to the actual notes.
Every interaction surfaces a next step. A live follow-up queue keeps you (and your team) honest about what's owed, to whom, and by when.
Point your camera. BaseLine straightens, reads, dedupes, and structures the contact — front and back. Confirm in the queue when you have a second.
Natural-language search over every note, contact, and conversation. Answers cite the real records, so you can trust them — and click straight through.
Every scan, note, and next step pushes to teammates' devices in real time. No more duplicate outreach, no more "I thought you had that one."
Not a sidebar chatbot. BaseLine's AI lives on the capture surface, the briefing, the search, and the queue — turning raw signal into structured, citable knowledge.
Rough dictation becomes a clean summary with extracted next steps and priority.
Record an interaction, get a structured note with action items in seconds.
Per-entity briefings with verified facts, confidence levels, and source tags.
Every AI answer links back to the original people, companies, and notes.
Scan a card, dictate a note, or snap a photo. The Quick Add button is one tap from anywhere in the app.
AI polishes the note, links it to the right person and company, and proposes a next step with a due date.
Your follow-up queue shows what's owed, by whom, by when. Teammates see updates in real time.
Start solo, invite teammates when you're ready. No per-seat AI surcharge games.
For individual dealmakers, founders, and operators.
For teams running events, pipelines, and campaigns together.
For organizations with security, compliance, or BYO-AI needs.
Yes. Everything you capture lives locally first and syncs the moment you reconnect. No dropped notes at conferences, on planes, or in basement venues.
OpenAI, Anthropic Claude, and Google Gemini out of the box. On the Scale plan you can bring your own keys and route to your preferred provider per workspace.
Captures publish to a shared channel scoped to your team or event. Teammates' devices see new scans, notes, and follow-ups instantly — no refresh needed.
Both. The Solo plan is free and full-featured for individuals. The Team plan adds shared workflows when you're ready.
You own it. Export at any time. We don't train models on your records, and Scale customers can pin data residency and key management.
Start capturing it. BaseLine is free for solo users — invite your team when you're ready.