Frequently asked questions
Straight answers about what GrowthBase360 does today.
The platform
What is GrowthBase360?
GrowthBase360 is an all-in-one business growth platform. It brings customer management, sales pipelines, email and social media marketing, lead generation, booking, automation and business documents together in one shared workspace.
Who is GrowthBase360 designed for?
Small and growing businesses, founders and teams that want one connected place for their customers and day-to-day work, instead of a separate tool for each job.
Is GrowthBase360 a CRM?
Yes, and a CRM is at its centre: pipelines, deals, contacts, companies and tasks. Marketing, the inbox, booking, automations and accounting documents are built around that customer record.
Can I manage my customers and sales in one place?
Yes. Deals move through your own pipeline stages, and each customer has a profile showing their conversations, deals, invoices, payments, orders, appointments and tasks.
Can multiple team members use the platform?
Yes. You invite colleagues to your workspace with a role of owner, admin or member. Each business has its own private workspace, and nobody outside it can see its data. The Free plan allows up to 3 team members.
Marketing and automation
Can I manage my social media?
Yes. You can plan content on a calendar, review AI-assisted content ideas, keep a brand profile, write and schedule posts, and see the results the platforms report. Publishing runs through our integration with Zernio.
Does GrowthBase360 create videos or images for me?
No. It helps you plan content and write ideas and briefs. You make the photos and videos yourself, and can publish the finished files through the composer.
Can I automate business processes?
Yes. An automation starts from a trigger, such as a deal changing stage, a form being submitted or a meeting being booked, and then runs steps such as creating a task, moving a deal or sending an email. Automations run on our servers, even when nobody is signed in.
Can I send email campaigns?
Yes. You build audiences from rules about your contacts, write a campaign from blocks with personalisation tags, preview it and send it from your connected email account. People who have unsubscribed are skipped automatically.
Integrations and data
Can I connect my existing applications?
Yes, from Settings under Connected applications: email and calendars, social accounts, WhatsApp, Xero or QuickBooks, Shopify, WooCommerce and Stripe.
Does GrowthBase360 offer accounting functionality?
It lets you create quotes, invoices, receipts and credit notes, and it can show figures from Xero or QuickBooks Online. It is not a full bookkeeping system, so you would keep your accounting software for your books.
Does GrowthBase360 replace Shopify or Stripe?
No. It copies orders, payments and related records in so you can see them next to your customers. Your store and payment provider carry on as they are, and GrowthBase360 does not change anything in them.
Who can see my data?
Only the members of your workspace. Every business has its own workspace, and database rules keep them apart. Connection credentials stay on the server side and never reach your browser. Read our Privacy Policy for more.
Plans and getting started
How much does GrowthBase360 cost?
There is a Free plan with up to 3 team members, 250 deals and 3 automations. A Pro plan removes those limits; its price has not been announced yet. Contact us if you would like to know more.
Is there a free trial?
There is no time-limited trial. You can start on the Free plan and stay on it for as long as its limits suit you.
How do I sign up?
Choose Get Started, then create an account with your email address. You will get a confirmation email and can then set up your workspace.
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