Built-in Tools

Everything included in Basix, explained. 9 tools that work together so you don't need anything else.

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Customers

Manage your client relationships in one place. Track contacts, log meetings, write notes, and keep a full history of every interaction.

  • Contact directory with custom fields and tags
  • Meeting diary with rich-text notes per client
  • Full activity timeline per contact
  • Export meeting notes to Word documents
Customers in Basix