All-In-One Operation & Marketing Platform to Scale Your Business

Unite your marketing, sales, and operations with our powerful operations software. A fully curated suite of custom online tools with professional support

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Reclaim Your Time  & Maximize Customer Impact

Your Customer's Adventure Simplified Through Automation

Easily build unforgettable marketing campaigns and experiences for your customers while our platform handles the details behind the scenes. From the first touch-point to post-trip follow-up, our platform streamlines your entire customer journey..

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You Can:

Attract More Leads with targeted marketing campaigns across email, social, ads & web

Convert More Customers with online booking forms, follow-ups, & 24/7 chatbots

Drive Repeat Business & Referrals with review requests, referral & loyalty offers

Seamless Connection from Booking to Follow-up

TheBase is more than a collection of tools - it's an extension of your business both online and on location, with a integrated ecosystem designed to optimize your operations from end to end.

Advanced marketing features with certified support, on-demand

Marketing Features

  • Automations

    Automate marketing, sales & operations workflows with when/then logic.Trigger follow-ups and sell on autopilot.

  • Email Marketing

    Create stunning email campaigns that drive opens & clicks. Automate personalized sequences effortlessly.

  • Social Media Planner

    Schedule engaging posts across platforms. Includes content library, hashtag generator & analytics.

  • QR Code Generator

    Design custom QR codes for touchless menus, signage, packaging. Track scans for marketing insights.

Sales Features

  • Custom CRM w/ Pipelines

    Visually track contacts and leads through sales stages. Automate tasks at each stage. Forecast revenue with precision.

  • Referral Programs

    Turn customers into advocates with enticing referral rewards. Track referrals through entire funnel.

  • Booking & Calendars

    Let clients self-book appointments 24/7. Two-way sync with Google Calendar. Automated reminders reduce no-shows.

  • Memberships & Courses

    Create online membership programs & courses. Gated content, recurring billing & progress tracking.

Operations Features

  • Inventory Management

    Track stock levels, set reorder points, manage vendors. Powerful reports for smart purchasing decisions.

  • Documents & Contracts

    Streamline paperwork with e-signature capabilities. Reusable templates merge CRM data automatically.

  • Reputation Management

    Monitor online reviews from dozens of sites in one dashboard. Get alerts, respond to reviews & send surveys.

  • Secure Hosting

    Build conversion-focused websites with drag-and-drop. Includes web hosting & advanced visitor tracking.

Power Features

  • Unified Inbox

    Streamline all customer communications into one centralized hub. Easily manage SMS, email, voicemail & more.

  • Phone Lines

    Activate trackable phone lines to monitor marketing performance. Record calls for quality & training.

  • eCommerce

    Launch an online store fast & sell physical or digital goods. Robust inventory & order management tools.

  • AI Assistants

    24/7 conversational AI automates lead capture & customer support chat. Continuously learns & improves.

The Compass Kit

$49/ mo

$529/ year

  • 2 Team Users
  • Up to 2000 Contacts
  • Email Marketing Tools
  • Unlimited Bookings & Events
  • Unlimited Payment Processing
  • Analytics & Integrations
  • Connects to your website OR
  • Everything in Compass & Outfitter
  • Unlimited Users & Contacts
  • Build Unlimited Automation's
  • Free Local Number Included
  • Full Marketing Analytics Overview
  • Course & Community Builder
  • Yext Directory Listings
  • Termageddon Online Policy Set

The Full Montana HQ

$297/mo

$3,350/ year

*Local lines, Termageddon, & Yext not included in trial

MOST POPULAR

The Elite Outfitter Base

$99/ mo

$1,050/ year

  • Everything In The Compass Kit
  • Duda website hosting
  • 10 Team Users
  • Up to 10,000 Contacts
  • Custom Marketing Automation
  • Hosting & Website Suite
  • Unlimited eCommerce
  • Rental & Room Booking
  • Social Media Scheduler
  • Automated Review Capture
  • Phone & SMS Access*

Need Something More Tailored?

We understand every business is unique. If our standard plans don't quite fit your needs, request a custom quote and we'll build a package just for you.

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TheBase icon
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Everything you need to be found, get bookings, and build your client base.

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Organize Your Base

A complete customer management tool for the entire journey from booking to reviews.

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Automate The Process

Automatically send follow-ups, itineraries, and packing lists to simplify the customer journey.

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Engage & Excite

Plan business updates and social posts ahead of time, and use communication tools to stay connected.

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Upsells Made Easy

Use an advanced funnel builder to upsell services, generating revenue and options for your visitors.

Powerful Integrations for Extended Power

Our platform comes with built-in integrations to popular and top software for a range of applications. This list is just a short list of our built-in integrations available.

Shopify

Sync customers, products & orders. Trigger post-purchase automation's for reviews & up-sells.

Stripe

Seamless payment processing for invoices, forms & products. Robust sales reporting & customer LTV insights.

WordPress

Capture form fills as leads. Mirror blog posts to your site. Get notifications from WooCommerce.

Google Business Profile

Manage reviews & automate requests. Analyze review text for insights. Showcase best reviews on your site.

Yext

Sync NAP data to top directories for better local SEO. Monitor reviews & social posts from all listings in TheBase

Facebook

Sync lead ads, Messenger contacts & page posts. Trigger targeted remarketing based on TheBase behavior.

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TheBase Marketing & Operations FAQs

  • Why choose software from a local marketing agency?

    With TheBase, you gain a strategic partner who understands your unique business needs. Our team provides personalized onboarding, training, and ongoing support to ensure you get the most value from the platform's interconnected features.

  • Can I customize TheBase for my workflows?

    Absolutely. Our drag-and-drop workflow builder, custom fields, tags, and pipeline stages let you tailor the platform to your unique operations. Automate processes across sales, marketing, and service for a frictionless experience.

  • What support is available for TheBase?

    As a TheBase client you are under the wings of Badlander Digital, an award winning local agency. You have access to email and on-deman support from our expert team. We also provide a dedicated onboarding to ensure you're set up for success.

  • How does TheBase help capture leads?

    TheBase includes high-converting landing pages, embeddable booking forms, automated lead nurturing, and advanced reporting. All leads flow into your CRM for easy management and personalized follow-up, improving conversions.

  • Does TheBase handle payments and invoicing?

    Yes, TheBase offers secure online payment processing, custom invoicing, and automated reminders. Transactions sync with your customer records and financial reports for a complete view of cash flow and profitability.

  • How can TheBase streamline customer communications?

    TheBase unifies all your customer messaging (email, SMS, phone, chat, social) into one collaborative inbox. Automate personalized booking confirmations, reminders, and follow-ups to build stronger relationships and drive loyalty.

  • Can TheBase manage my team's schedule and tasks?

    Definitely. Assign bookings, set reminders, and view availability on a shared calendar. TheBase improves team coordination, automates task management, and syncs with your CRM to track productivity.

  • What marketing tools does TheBase include?

    Create and send targeted email campaigns, build dynamic customer segments, and automate multi-step nurture sequences. Track engagement with visual analytics. Seamlessly run and measure paid ads on Facebook and Google.

  • How does TheBase help with online reviews?

    TheBase automates personalized review requests after bookings, making it easy for happy customers to leave feedback on key sites. Monitor your reputation and respond to all reviews from one unified dashboard.

  • Can TheBase create waivers and contracts?

    Yes, our customizable document signing tool lets you create, send, and track digital agreements. Auto-populate with customer data, send for e-signature, and securely store signed docs attached to client records.

  • How long does TheBase onboarding take?

    Onboarding typically takes 2-4 weeks, based on your setup complexity. Your dedicated specialist will configure the platform to match your workflows, migrate data, integrate systems, and train your team.

  • Does TheBase require a long-term contract?

    No, our standard plans are month-to-month, so you can cancel anytime. We believe in earning your business every billing cycle. Some enterprise and custom development services may require a greater commitment.

  • What if I need to cancel my TheBase subscription?

    No problem - simply contact our support team and we'll process your cancellation promptly, with no further billing. We'll provide options to export your data so you can maintain continuity. Our goal is to make your offboarding as smooth as your onboarding.

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