Custom business platforms
One platform to replace your entire wholesale tool stack.
Baseframe builds custom all-in-one platforms for businesses that have outgrown their patchwork of SaaS tools. CRM, invoicing, payments, inventory, ticketing, and AI — unified under one login.
Your business runs on six tools that don't talk to each other.
HubSpot for CRM, Zoho for invoicing, Shopify for inventory, Zendesk for tickets, Authorize.net for payments, and spreadsheets to tie it all together. Each one costs money. None of them share data. Your team's Monday morning is spent moving information between dashboards.
HubSpot
$1,080/mo
CRM + Service Hub
Zoho Books
$275/mo
Invoicing + accounting
Zendesk
$588/mo
Ticketing for 7 agents
Dialpad
$280/mo
Call tracking
Authorize.net
$25/mo
Payment gateway UI
Spreadsheets
Priceless
Hours of manual work
Baseframe
All of this. One platform.
Case Study
How OC Pacific consolidated five tools into one platform.
OC Pacific is a wholesale vape pen distributor based in Southern California. They were managing their operation across HubSpot, Zoho Books, Shopify admin, Dialpad, and Authorize.net's merchant interface. Data lived in five places. Nothing was connected.
Before
5+ tools
HubSpot, Zoho Books, Shopify, Dialpad, Authorize.net, plus spreadsheets for pricing and inventory reconciliation.
After
1 platform
CRM, invoicing, payments, ticketing, inventory, and reporting — all in Baseframe with single sign-on.
Impact
~$2,200/mo saved
Eliminated redundant SaaS subscriptions. Team spends zero time moving data between tools.
What we built
- Unified customer profiles with lifetime value, order history, and interaction timeline
- Wholesale invoicing with rate memory — the system remembers every price quoted to every customer
- One-click payments via saved cards (Authorize.net CIM tokens, PCI-compliant)
- AI-powered ticket suggestions that analyze customer history before recommending responses
- Real-time inventory sync with Shopify — stock reserved on invoice draft, committed on payment
- Role-based dashboards — sales sees pipeline, support sees tickets, owners see everything
- Append-only audit trail logging every mutation with before/after snapshots
The results
- Invoice creation went from 15 minutes (across two tools) to under 2 minutes
- Customer service reps stopped asking 'which system has this info?' — it's all in one place
- AI ticket suggestions reduced average first-response time by over 40%
- Monthly SaaS spend dropped from ~$2,500 to ~$300 in hosting
- New team members onboard in hours, not days — one tool to learn instead of five
- Audit trail satisfies compliance requirements that were previously unmet
AI-powered
Intelligence built into every workflow — not bolted on.
Every Baseframe platform ships with AI capabilities trained on your actual business data. Not a generic chatbot. Not a gimmick. Practical intelligence that saves your team time on every interaction.
AI Ticket Suggestions
When a customer submits a ticket, AI analyzes the message, their order history, past tickets, and account status to suggest a response. Your team reviews and sends — not the other way around.
Trained on your actual ticket history. Gets smarter over time.
Smart Search Across Everything
Search customers, invoices, tickets, SKUs, and orders from one search bar. AI understands natural language queries like 'unpaid invoices from last month over $500' or 'tickets about shipping delays from OC Pacific'.
Unified search index across all modules.
Intelligent Customer Context
When viewing any customer, AI surfaces their lifetime value, order patterns, open issues, payment behavior, and risk signals. Your team sees the full picture before every interaction.
No more clicking between 5 tools to understand a customer.
Automated Invoice Pricing
Rate memory remembers every price you've quoted to every customer. AI suggests pricing based on order history, quantity breaks, and margin targets. Override anytime — the system learns from your decisions.
Cost-to-manufacture tracked per SKU for real margin visibility.
Platform
12 modules. One codebase. Your business.
Every module is built to work together. Customer data flows from CRM to invoicing to ticketing without manual intervention. Here's what a standard Baseframe deployment includes.
Revenue
Invoicing
Rate memory, quantity breaks, PDF generation, payment links embedded in emails. Built for wholesale workflows.
Payments
Authorize.net CIM integration. Customers save cards once, pay with one click. PCI-compliant tokenization — no raw card data on servers.
Quotes
Generate professional quotes with auto-calculated pricing from cost-to-manufacture. Convert to invoice with one click.
Operations
CRM
One customer record that knows everything — every invoice, ticket, order, payment, note, and interaction across all channels.
Inventory
Multi-warehouse tracking synced with Shopify. Reserve stock on draft invoices, commit on payment. Low-stock alerts.
SKU Catalog
Cost-to-manufacture per SKU, automatic pricing tier generation, variant management, weight tracking for shipping.
Support
Ticketing
Email-to-ticket conversion, SLA tracking, AI response suggestions, threaded replies. Customer context sidebar shows their full history.
Returns / RMA
Per-line-item return decisions, credit memo generation, restock triggers, condition documentation with photo uploads.
Notifications
Customer emails and internal team alerts from one place. Configurable triggers, delivery tracking, template editor.
Intelligence
Dashboards
Role-specific views. Sales sees revenue pipeline. Support sees ticket queue and SLAs. Owners see everything with period-over-period comparisons.
Reporting
Revenue by customer, SKU, and period. Ticket resolution times. Payment aging. Inventory turnover. CSV export for everything.
Audit Trail
Append-only JSONB snapshots of every mutation. Who changed what, when, and the before/after state. Immutable and exportable.
Process
How we build it
Discovery
We spend time with your team learning your actual workflows. What does Monday morning look like? Where does data get copied between tools? What do you dread doing? That tells us where to start.
Architecture
We design a data model that fits your business — not a generic schema. You review it before a line of code is written. If the schema is wrong, everything built on top is wrong.
Build
We build in order of impact. The most painful workflow first. You see real software at the end of every sprint, not mockups. We deploy to production early and iterate with your feedback.
Launch & Support
You get the codebase, the deployment, and documentation. We handle hosting, security patches, and ongoing improvements. You own the code — you're never locked in.
The math
Stop paying $2,500/month for tools that don't work together.
A typical mid-size wholesale operation spends $2,000-$3,000/month on disconnected SaaS tools. Baseframe replaces all of them for a fraction of the cost — and the tools actually share data.
Before Baseframe
~$2,500/mo
- HubSpot — $1,080/mo
- Zoho Books — $275/mo
- Zendesk — $588/mo
- Dialpad — $280/mo
- Authorize.net — $25/mo
- + Hours of manual data entry
With Baseframe
~$300/mo
- All modules included
- Hosting + database + backups
- Security patches + monitoring
- AI features included
- Unlimited users — no per-seat fees
- + Zero manual data entry
Security
Security isn't a premium tier. It's the foundation.
We handle real money and real customer data. Every build ships with OWASP ASVS Level 2 compliance, PCI DSS SAQ A for payments, annual penetration testing, and an append-only audit trail.
Read our full security postureOWASP ASVS Level 2
14 chapters, ~200 verification requirements
PCI DSS SAQ A
Client-side tokenization via Authorize.net Accept.js
Microsoft Entra SSO
Tenant-locked OIDC — no external accounts
Append-only audit trail
JSONB before/after snapshots on every mutation
TLS 1.3 + AES-256
Encrypted in transit and at rest
Annual penetration testing
Third-party, CREST-accredited firm
Ready to replace your tool stack with one platform?
Tell us about your operation. We'll tell you honestly whether Baseframe is the right fit — and if it is, what it would cost and how fast we can build it.