Built for Small Business Owners

Practice Management Software Built for Small Businesses

Run your restaurant, boutique, wellness studio, or service business from one simple platform. Client management, document sharing, eSignatures, task tracking, and billing — all for one flat $30/month subscription. No tech skills needed.

✔ From the Makers of Qbox

✔ Powered by AWS

✔ 256-bit Encryption

✔ No Credit Card Needed

Capterra

Best Value

GetApp

Category Leader

Software

Advice Front Runner

G2

High Performer

TRUSTED BY SMALL BUSINESSES, SERVICE PROVIDERS, AND ENTREPRENEURS WORLDWIDE

Client Portal

A Branded Client Portal Your Customers Will Love

Give every customer their own secure, professional space to share files, sign documents, and stay updated on their orders or appointments. Basil's client portal works for restaurants, wellness studios, boutiques, contractors, and any service business that deals with clients regularly — no tech setup required.

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ALL-IN-ONE PRACTICE MANAGEMENT SOFTWARE FOR SMALL BUSINESS

Everything Your Small Business Needs in One Place

Client Portal

Give every customer a secure, branded space to share files, review documents, and stay updated on their project or order — no email chaos, no lost attachments.

Tasks & Workflows

Build repeatable checklists for client onboarding, order fulfillment, service appointments, and follow-ups. Small businesses run smoother when nothing falls through the cracks.

eSignatures

Collect signed service agreements, waivers, contracts, and consent forms electronically. Clients sign from any device — no printing, no scanning, no delays for your business.

Time Tracking & Reports

Log hours spent on client work, projects, and services. See exactly where your team's time is going — and which customers and services are most profitable.

Client Data

Store contact info, service history, preferences, and notes in secure, structured client profiles. Everything you need before a customer call or appointment — in one place.

Client Dashboards

One view per customer: open tasks, pending documents, signed agreements, and payment history. Built for small businesses managing multiple active clients at once.

Email Integration

Connect your existing inbox to Basil and keep customer communications organized by client — not buried in a shared inbox that your whole team digs through.

Calendar

Track client appointments, project milestones, and team schedules in one place. Small businesses can't afford double-bookings or missed commitments — Basil keeps everything aligned.

CRM

Maintain a complete record of every customer relationship — contact details, purchase history, service notes, and follow-up status — without paying for a separate CRM tool.

Document Editing

Edit contracts, proposals, service agreements, and client-facing documents directly in Basil. Real-time collaboration and version history included — no separate editing tool needed.

Chat

Message clients securely inside their portal. Keep customer conversations organized, professional, and off scattered personal email and text threads.

Mobile App

Review client tasks, approve documents, and respond to customers from your phone — because small business owners are rarely sitting at a desk all day.

Charts

Visualize client activity, outstanding invoices, and project pipeline at a glance. Know your business's health without building spreadsheets from scratch.

Security

256-bit encryption and AWS-backed cloud storage protect your customers' files and business data. Enterprise-grade security at a price designed for small businesses.

Custom Branding

Add your logo and brand colors to the client portal. Give your small business the polished, professional appearance of a much larger company — for $30/month.

Onboarding & Support

Free onboarding and 24/7 live support — because small business owners don't have IT departments. We get you set up and keep you running from day one.

Artificial Intelligence

Basil AI helps you organize client work, suggest next steps, and automate repetitive tasks — with a human-first approach that keeps you in control of your business.

Virtual Drive

Give every customer a secure, branded space to share files, review documents, and stay updated on their project or order — no email chaos, no lost attachments.

Small business. Every feature.

One $30/month subscription. No long-term contracts.

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WHY SMALL BUSINESS OWNERS CHOOSE BASIL

Why Small Businesses Love Basil

Workflow Automation

Secure & Reliable

Hosted on Amazon Web Services.

Workflow Automation

Easy to Use

No dedicated IT staff needed. Basil is intuitive enough for any small business owner to be fully operational in an afternoon — zero tech background required.

Workflow Automation

Scalable Solution

Start as a solo operator. Add team members as you grow. Basil scales from one-person shop to multi-staff business without forcing you to switch platforms.

Workflow Automation

24/7 Customer Support

Real humans, available around the clock. Small business owners get the same level of support as enterprise customers — because your business doesn't wait for business hours.

Workflow Automation

Cloud-Based Convenience

Work from your store, your studio, a job site, or home. Basil runs in any browser on any device — nothing to install, nothing to maintain, nothing to back up manually.

Workflow Automation

No Long-Term Contracts

Month-to-month billing. No annual commitments. Small business owners deserve flexibility — not vendor lock-in. Cancel or change plans anytime, no penalties.

SIMPLE, TRANSPARENT PRICING

Ready to Run Your Small Business More Efficiently?

Schedule a free demo and see how small businesses use Basil to manage clients, streamline operations, and look more professional — without adding headcount or juggling a dozen tools. Start your 15-day free trial, no credit card required.

Most Popular

All-Inclusive

$ 30 /monthly

Month-to-month • No credit card to start

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    All Features Included

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    Unlimited Clients

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    50 GB Storage Per User

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    15-Day Free Trial

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    Complimentary Onboarding Services

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    24/7 Support

Start Your Free Trial

Book a Call

Free Demo

See Basil built around your workflow

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    Personalized product walkthrough

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    Workflow setup guidance

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    Q&A with a product expert

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    Custom configuration help

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    No commitment required

Schedule Your Demo

AFTER BOOKING YOUR DEMO

What Happens After You Sign Up

Document Management

Guided Onboarding, Your Way

We'll help you set up your client list, folders, and workflows so your business is operational from day one — not after weeks of configuration. No tech background needed.

Document Management

Personalized Demo Built Around Your Business

Our team will walk you through Basil with your specific business type in mind — whether you run a restaurant, studio, boutique, contracting business, or other service operation.

Document Management

Customize Basil for Your Business

We'll help you configure Basil's client portal, workflows, and branding to match exactly how you operate — so it fits your business from day one, not the other way around.

FROM THE BASIL BLOG

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