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BASIS is an automated revenue-recovery tool built specifically for HubSpot. Its core idea is to turn “Closed Lost” opportunities in your CRM back into actionable pipeline. It continuously scans historical lost deals, tracks job changes among key buyers or champions, and, once they move to a new company or a more senior role, automatically generates personalized re-engagement email drafts and writes them directly into HubSpot workflows.
Based on the product description, BASIS is not focused on generic sales automation, but on “reactivating historical relationships.” Its features include Closed Lost record ingestion, decision-maker identification, job-change monitoring, AI-generated recovery emails, HubSpot timeline logging, task creation, real-time property sync, and Sequence Enrollment. It emphasizes 100% native HubSpot integration, meaning sales reps do not need to log in to a new system; they can simply review and send drafts inside HubSpot. This has clear value in reducing tool switching and friction in sales execution.
The product offers four tiers: Free, Basic, Professional, and Enterprise. The Free plan is $0/month and includes 1 HubSpot portal, one historical scan, 3 job-change alerts, and 3 AI drafts, with no credit card required. Basic costs $499/month and monitors up to 250 closed-lost deals with weekly scans. Professional costs $999/month and supports up to 3 HubSpot portals, 2,500 deals, and daily scans. Enterprise is custom-priced and supports multiple portals, unlimited monitoring, custom signals such as M&A/Funding, and priority founder-led support.
BASIS claims to use encrypted pipelines and strict data isolation, and says it does not use customer CRM data or emails to train its underlying models. It also positions itself for enterprise procurement security requirements. However, the page does not disclose certifications such as SOC 2, ISO 27001, or GDPR, nor does it explain the permission model, audit logs, or SLA. For deployment, it connects through an authorized HubSpot app and emphasizes that no engineering resources or IT rollout are required, and that sales teams do not need to learn a new interface.
Its strengths are a highly focused use case, native HubSpot integration, a low adoption barrier, and the way AI drafts are embedded into day-to-day sales workflows. Its limitations are that it clearly supports only HubSpot, making it less friendly to Salesforce and other ecosystems; the Basic plan starts at $499/month, so small teams need to evaluate ROI carefully; and information on APIs, payment methods, and compliance certifications is limited. BASIS is best suited for B2B sales and RevOps teams that rely on HubSpot, have a large volume of historical Closed Lost opportunities, and want a systematic way to recover old relationships.
The product page does not provide information on access from mainland China, payment options, or localization, so its accessibility status should be considered unknown. Teams using it from China should test the network stability of both HubSpot and BASIS, USD payment availability, and cross-border data requirements. Relevant alternatives or complementary tools include HubSpot Sales Hub, Apollo, Clay, Salesloft, Outreach, ZoomInfo, and LinkedIn Sales Navigator.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on basis-app.com official site.
basis-app.com is an Unknown Marketing & SEO provider. TG4G tracks its product information, an overall rating of 7.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach basis-app.com directly.