Base have announced the launch of their new Customer Module — a built-in, lightweight CRM. The module is designed exclusively for B2B relationships. It allows you to collect and manage company data based on the VAT number and is intended for business clients only — it does not cover retail sales.
Instead of analysing B2B transactions by filtering through order lists, you now get a single customer profile with the full transaction history, relationship status and additional information. This makes it easier to build a structured wholesale workflow — from the first order, through assigning a status (e.g. New partner, Regular buyer, Discount customer), to automatically reacting to specific events in orders.
Statuses can reflect different stages of cooperation, such as: lead, active customer, VIP customer, or customer with individual commercial terms. This makes it easier to filter customer lists and maintain better control over business relationships.
- The Customers module introduces a built-in B2B CRM inside Base, where companies are automatically saved using invoice data and VAT numbers.
- A single customer ID can be linked to multiple orders, regardless of the sales channel they originate from.
- Users gain instant access to the full history of cooperation with each customer across all transactions.
- Customers can be organised using statuses and star markers, making B2B relationship management easier.
- The module integrates with Base Connect, creating structured links between customers, orders and external partners.
- CRM data can trigger Automatic Actions, such as automatically updating customer status or workflows.
- The feature can be safely tested with demo data before activating it in a live operational workflow.
Base have also added Automatic status changes after specific events. Using Automatic Actions, you can:
- Move a customer to another status after meeting specific cooperation conditions — for example after ordering a particular product
- Change a customer’s status after their first paid order
- Mark a customer with a star after exceeding a defined order value
The huge benefit is that you’ll now be linking orders to a single customer ID eliminating scattered data. Updating information on the customer card ensures everything remains organised across future transactions. With Base Connect, you can also Link a customer to a Connect integration, which allows you to build additional system relationships between orders, the customer, and an external business partner.
To find out more, including how to enable CRM in Base, check out the Base blog post here.
