base (formerly crowdvocate)

What base (formerly crowdvocate) does

Base (formerly Crowdvocate) is a private, venture-backed SaaS company that provides an AI-powered customer engagement operating system for B2B enterprises. The company was rebranded from Crowdvocate to Base in June 2022 alongside a $15M Series A funding round. It is incorporated in Israel as Base Ltd. (headquartered in Kfar Saba, with an additional Tel Aviv office) and operates a US entity, Base Tech, Inc., headquartered in Palo Alto, California. Base targets enterprise customer marketing, customer success, sales enablement, product marketing, and revenue leadership teams that today run fragmented post-sale motions across multiple disconnected tools.

The core product is the Base AI Platform — an "AI Engagement OS for Customer-Led Growth" built on 100+ specialized AI agents that automate the post-sale customer lifecycle from onboarding through renewal and expansion. Named agents include the Community, Advocacy, Reference, Campaign, Data & BI, CustomerBot, Next Best Action, Onboarding, Social Proof, Adoption Nudges, and Renewal Agents. AI Studio enables non-technical teams to generate branded customer experiences (onboarding plans, adoption nudges, QBRs, renewal views, advocacy asks) via plain-language "vibe-coding." The platform unifies customer data from CRM, support, product analytics, and community systems into a single real-time customer view, with integrations across Salesforce, HubSpot, Gainsight, Gong, Zendesk, Tableau, GCP, AWS, and Azure. Since February 2025, Base has executed three acquisitions: Laudable (call-to-advocacy AI, Feb 2025), 3bears.ai (behavioral analytics, Mar 2025), and EverAfter AI (Success Stack templates, Jan 2026), each retained as a sub-brand and integrated into the platform.

Base sells via a consultative, demo-driven direct enterprise field-sales motion (with an inside-sales layer for mid-market), pricing is quote-based with no public tiers, and distribution is global with G2 as a flagship GTM partner. The platform is sold to enterprise customers including Okta, NICE, Adobe, Broadcom, Salesloft, ZoomInfo, Avalara, Cornerstone, and Tealium. Revenue is generated through recurring SaaS subscriptions, with reported customer outcomes including a 3x adoption increase, 78% upsell-campaign conversion, +60% ask-to-reference conversion, +22% win-rate improvement, 45% referral win-rate improvement, and $900M in influenced revenue tracked (NICE testimonial). Compliance posture includes SOC 2 Type 2, GDPR, CCPA/CPRA, and ISO 27001-aligned security practices.

Name

base (formerly crowdvocate)

Legal name

Base Ltd.

Website

https://crowdvocate.com

Company type

Private

Founded year

2022

Operating status

Operating

Short description

Base provides an AI-powered customer engagement operating system that uses 100+ specialized AI agents to automate the post-sale customer lifecycle — advocacy, references, referrals, community, onboarding, retention, and expansion — for enterprise B2B customer marketing, customer success, and revenue teams.

Ownership category

akta.pro rank

Product category

Customer Engagement Software

NAICS

Software Publishers (51321), Software Publishers (5132)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Customer Success & Account Management CRM (HDAEAFAD)

akta.pro secondary industries

CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ), Loyalty, Rewards & Retention Platforms (BPAFAFAH), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

Keywords

• Customer engagement platform
• Customer advocacy software
• AI customer marketing
• Reference management software
• Customer-led growth platform

Headquarters

HQ city

Kfar Saba

HQ country

Israel

HQ region

Middle East

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: Base operates as a SaaS platform providing an AI-powered customer engagement operating system. Revenue is generated through subscription licensing of the platform to enterprise and mid-market customers. The platform is priced and sold via direct enterprise sales with 'Book a demo' as the primary acquisition CTA, indicating a consultative sales motion. No public pricing is disclosed; all deals are quote-based.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels10 records

Core offering

Base is an AI-powered customer engagement operating system that orchestrates the entire post-sale customer lifecycle—from onboarding through advocacy, retention, expansion, and renewal. The platform unifies customer data across CRM, support, product analytics, and community tools, and deploys 100+ specialized AI agents that automate reference matching, advocacy campaigns, community engagement, onboarding, renewal planning, and revenue attribution for B2B enterprise customer marketing, customer success, and sales enablement teams.

Product overview

Base AI is an AI Engagement OS for Customer-Led Growth — a unified platform-plus-modules architecture that orchestrates the entire post-sale customer motion. The core Base AI Platform serves as the central operating system, with 100+ built-in AI Agents (including Community Agent, Advocacy Agent, Reference Agent, Campaign Agent, Data & BI Agent, CustomerBot, Next Best Action Agent, Onboarding Agent, Social Proof Agent, Adoption Nudges Agent, and Renewal Agent) providing autonomous 24/7 execution across all customer programs. AI Studio enables vibe-coding of customer experiences in plain language. The platform spans solution areas including References, Advocacy & Community, Reviews & Social Proof, Customer Stories (powered by acquired Laudable AI for call-to-proof conversion), Onboarding, Retention, Upsell & Expansion, Automate Referrals, and QBR. Platform modules include Control Center (program management), Team Dashboard (performance tracking), and CMA Programs. The ecosystem is extended by CLG Campus (learning and enablement) and community through FanBase. Base has acquired EverAfter AI (January 2026, Success Stack templates), 3bears.ai (March 2025, behavioral analytics), and Laudable (February 2025, call-to-advocacy AI). Sub-brands include Obsession Conference and the TOP100 CLG awards program.

Differentiator

Problem solved

Functional benefit

Products and services

• Base AI Platform The AI Engagement OS for Customer-Led Growth — an all-in-one SaaS platform that orchestrates post-sale motion across the entire customer lifecycle, automating engagement, expansion, and advocacy from onboarding to renewal without adding headcount. Sold via direct enterprise sales with quote-based pricing.
• AI Studio Vibe-coding interface that allows customer marketing and customer success teams to create branded customer experiences from plain-language requests — generating onboarding plans, adoption nudges, QBRs, community content, renewal views, expansion offers, and advocacy asks in minutes without engineering resources.
• Control Center Centralized program management hub enabling customer marketing, CS, sales, and product marketing teams to manage all customer engagement programs from one unified interface.
• CMA Programs Customer marketing and advocacy program management suite enabling creation and management of advocacy programs, campaigns, rewards, and engagement tracking for B2B customer marketing teams.
• References AI-assisted customer reference management solution that automatically identifies, matches, and manages customer references for active sales deals, with approval workflows and revenue connection. For B2B sales enablement and deal acceleration.
• Advocacy & Community Customer advocacy and community engagement solution turning loyal customers into brand champions through campaigns, rewards, engagement tracking, and AI-powered community management.
• Reviews & Social Proof Automated review generation and social proof amplification solution that asks customers for reviews at optimal moments and tracks impact on revenue.
• Customer Stories AI-powered solution that captures proof from customer conversations, calls, and interactions — transforming them into testimonials, case studies, battle cards, and stories for sales and marketing use.
• Onboarding AI-native customer onboarding journeys that accelerate time-to-value through automated pre-kickoff, implementation guidance, and adoption programs.
• Retention Customer retention solution featuring success plans, next-best actions, health monitoring, and renewal automation to protect and grow customer accounts.
• Upsell & Expansion Expansion signal identification and action platform that identifies upsell and cross-sell opportunities and automates campaigns to capture expansion revenue.
• Automate Referrals Automated referral program solution that sets up, tracks, and attributes customer referral programs to pipeline and expansion revenue.
• CLG Campus Learning and enablement platform providing courses, peer networking, templates, and toolkits for customer marketing and customer-led growth practitioners.

Quantifiable outcome

• 3x higher adoption rates (compared to baseline before Base)
• +8 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration19 records

AI capability12 records

Feature14 records

Partnerships

24 partnerships are on record, tiered core, flagship and supporting.

• EverAfter AIcoreStrategic or Co-development Partner · 15 January 2026Base AI acquired EverAfter AI in January 2026 to build the first Engagement OS, unifying post-sale growth across Customer Success, Marketing, and Sales. EverAfter AI is now a Base company. Sub-processors list notes EverAfter AI sub-processors are available on a dedicated page at everafter.ai/legal-sub-processors.
• G2flagshipGTM or Marketing Partner · 17 June 2025Base and G2 partnered to transform customer marketing and enhance data-driven strategies and customer engagement for scalable growth. G2 provides the marketplace listing, peer reviews, and recognition badges (Leader, High Performer, Highest User Adoption, Easiest to Do Business With) that drive Base's credibility and organic discovery.
• 3bears.aicoreStrategic or Co-development Partner · 18 March 2025Base.ai acquired 3bears.ai in March 2025 to boost AI-driven behavioral analytics, enhancing customer engagement, retention, and personalization capabilities within the Base platform.
• LaudablecoreStrategic or Co-development Partner · 25 February 2025Base.ai acquired Laudable in February 2025, an AI platform that turns customer calls into insights, social proof, and authentic advocacy. Laudable's technology enhances Base's customer proof and advocacy automation capabilities. Laudable has its own sub-processor list.
• SalesforcecoreTechnology or IntegrationSalesforce is a native integration partner. Base syncs with Salesforce CRM, allowing customer data, engagement signals, and program data to flow between platforms. This enables revenue attribution, reference matching connected to deal data, and unified customer views.
• HubSpotcoreTechnology or IntegrationHubSpot is a native integration partner and also serves as Base's own customer support system (per sub-processors list). Base syncs with HubSpot CRM for customer data integration and pipeline visibility.
• GainsightcoreTechnology or IntegrationGainsight integration enables customer health score data, CS workflows, and success plan data to sync with Base's customer engagement platform for a unified post-sale view.
• GongsupportingTechnology or IntegrationGong integration allows Base to surface customer conversation insights from Gong calls to power reference matching, customer proof generation, and advocacy signal detection.
• AWS (Amazon Web Services)coreTechnology or IntegrationBase runs its cloud hosting, storage, and infrastructure services on Amazon Web Services (USA), as listed in Base's sub-processors disclosure.
• ZendesksupportingTechnology or IntegrationZendesk integration enables customer support data to flow into Base's unified customer view, enriching health scores and adoption signals.
• Monday.comsupportingTechnology or IntegrationMonday.com integration allows project management and workflow data to connect with Base's customer engagement programs.
• JirasupportingTechnology or IntegrationJira integration connects product and engineering workflows with customer engagement data in Base.
• Google DrivesupportingTechnology or IntegrationGoogle Drive integration allows customer-facing documents, files, and assets to be accessed and shared within Base's customer engagement workflows.
• TrustpilotsupportingTechnology or IntegrationTrustpilot integration enables review data to flow into Base for social proof activation and review-to-advocacy workflows.
• VimeosupportingTechnology or IntegrationVimeo integration allows video content (testimonials, customer stories, onboarding videos) to be embedded within Base's customer engagement programs.
• TableausupportingTechnology or IntegrationTableau integration allows BI and analytics data to connect with Base's customer engagement reporting and revenue attribution dashboards.
• Tango CardsupportingTechnology or IntegrationOptional rewards and gifting automation platform integrated with Base for advocacy reward fulfillment, loyalty programs, and referral incentives.
• SendososupportingTechnology or IntegrationOptional rewards and gifting automation partner for sending physical gifts and rewards to advocates and customers as part of loyalty and advocacy programs.
• OpenAIcoreTechnology or IntegrationOptional AI services provider for AI model hosting and processing within Base's platform (per sub-processors list), powering the 100+ AI agents.
• Microsoft AzurecoreTechnology or IntegrationOptional AI model hosting and text processing via Azure for Base's AI agent capabilities (per sub-processors list). Also used by Laudable for AI model hosting.
• ZoomInfosupportingTechnology or IntegrationZoomInfo integration allows B2B intelligence and company/contact data to enrich customer profiles and targeting within Base's engagement platform.
• BettermodesupportingTechnology or IntegrationOptional community engagement platform integrated with Base for customers seeking enhanced community functionality beyond Base's native community features.
• VouchsupportingTechnology or IntegrationOptional video testimonials platform integrated with Base for capturing and managing customer video proof and testimonials.
• GCP (Google Cloud Platform)coreTechnology or IntegrationUsed for BI analytics, AI services (optional), and cloud hosting and infrastructure — per Base's sub-processors list and Laudable's sub-processors list.

Scale indicators9 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Influitive: Influitive is a customer advocacy and reference platform with comparable functionality to Base's Advocacy & Community and References modules. Base runs explicit comparison pages against Influitive, indicating direct head-to-head competition in B2B advocacy programs.
• UserEvidence: UserEvidence automates customer reference matching, evidence collection, and review amplification — directly overlapping Base's References and Reviews & Social Proof solutions. Base maintains a direct Base vs. UserEvidence comparison page, confirming direct competitive overlap.
• Peerbound: Peerbound is a customer advocacy and customer marketing platform targeting similar CMOs and customer marketing leaders as Base. Base publishes a direct Base vs. Peerbound comparison page, signaling primary competition in advocacy programs.

Broad incumbents

• Gainsight: Gainsight is the dominant enterprise customer success platform, covering onboarding, health scoring, and renewals — directly competing with Base's Retention, Onboarding, and Customer Success modules. Gainsight is also a Base integration partner, indicating overlap plus partnership/co-opetition dynamics.
• Catalyst (by CustomerSuccess): Catalyst is a leading customer success platform with AI-driven health scoring and journey orchestration that competes with Base's customer success modules and Renewal Agent. It targets similar enterprise CS teams and overlaps with Base's retention and onboarding solutions.
• Totango: Totango is a well-established customer success platform with success modules, health scores, and segmentation that overlaps with Base's Retention and Onboarding solutions for mid-market and enterprise CS teams.
• ChurnZero: ChurnZero is a customer success and retention platform with real-time customer health monitoring and automated workflows that compete with Base's Retention Agent, Onboarding Agent, and Adoption Nudges capabilities for SaaS CS teams.

Emerging players

• Vitally: Vitally is a modern customer success platform for SaaS with journey automation, health scores, and task workflows — overlapping with Base's Retention and Customer Success modules while targeting similar mid-market B2B SaaS buyers.
• Planhat: Planhat is a customer success platform combining customer data, health, and playbook-driven engagement that competes with Base's onboarding, retention, and customer success modules in the European and US mid-market.
• ReferenceEdge: ReferenceEdge is a Salesforce-native reference management solution that overlaps directly with Base's Reference Agent, automating reference matching and deal-stage enablement for enterprise sales teams.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks4 records

Key highlights7 records

Customer concentration

• Xx.com/base_CLG
• YouTubeyoutube.com/@BaseAI
• LinkedInlinkedin.com/company/base-clg
• Instagraminstagram.com/lifeatbase

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about base (formerly crowdvocate)