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The Base Shop CRM Plan is built for Brokers, MDs, and Base Shop leaders who need a more complete system for recruiting, licensing, agent onboarding, client conversion, revenue recovery, and follow-up. Recruiting, licensing, follow-up, client conversion, policy reviews, and revenue recovery can fall apart when everything depends on manual reminders and disconnected systems. This plan is designed for teams that need more than a basic CRM. Base Shop gives you a complete structured business system to manage recruiting, agent activation, client follow-up, revenue recovery, and ongoing business operations in one place.
What You Get: Everything in startup plan plus
☑️ 1 AI Recruiting Agent
☑️ 1 Client Conversion Agent
☑️ Pre-built website and funnel assets for recruiting agent
☑️ Top 25 Funnel
☑️ Appointment scheduling workflows
☑️ Automated appointment reminders
☑️ Live BOM + Evergreen BOM Invitations and follow-up workflows
☑️ Invitation Campaign and 8 Week Reactivation workflows
☑️ Licensing workflows and automated reminders
☑️ Captains System calendar link and automated follow-ups
☑️ New Agent coded link and licensing automations
☑️ Social Media Lead Generation
☑️ Big Event Recruiting
☑️ Fast Start School and Automated Reminders
☑️ CFT Academy setup
☑️ Payments and invoicing for Base Shops
☑️ Yearly Appointment Reminders for Policy Review
☑️ Ads support
☑️ 30-day free trial
100% Satisfaction Guarantee
Your satisfaction is our top priority. We are committed to delivering exceptional results that exceed your expectations. That's why we stand behind our work with a 100% Satisfaction Guarantee.
From initial concept to the final delivery, we work closely with you to ensure every detail aligns with your vision. If you're not completely satisfied with any aspect of our services, we'll make it right. Your success is our success, and we're dedicated to ensuring you love the results as much as we do!
We believe that success is the result of hard work, education and persistence. Examples given should not be considered typical and there is never a guarantee of results. Information provided is educational in nature and is not legal or financial advice. By using this website or any related materials you agree to take full responsibility for your own results, or lack thereof. Our team is here to support you, but you should always do your own due diligence before making any investment or taking any risk. Success is your duty, obligation and responsibility.