Basis Media

Marketing operations platform

Basis Media

Client workflows, industry-flexible AI creative, and Shopify-linked metrics in one seat—try a limited demo and see the full stack.

Basis Media clients list and marketing sidebar

End-to-end client ops

Discovery, personas, strategy, production, and calendar stay attached to each client record—no spreadsheet handoffs.

Industry-flexible AI

Image, video, storyboard, and post tools with prompts and styles you tune for retail, F&B, property, services, and more.

Commerce-linked metrics

Shopify store KPIs sit beside campaigns so creative decisions track sales, AOV, and returning customers.

Role-aware access

Admin, marketer, property agent, and demo seats with path gates and per-user AI tool allowlists.

Client workflow

From brief to publish without tool-switching

Every step writes back to the client so research, strategy, production, and calendar stay one continuous pipeline.

  1. 01

    Questionnaire

    Capture brief, brand, offer, and constraints in a structured intake.

  2. 02

    Target personas

    Generate audience segments and messaging angles from the brief.

  3. 03

    Competitor analysis

    Map positioning, channels, and creative white space with AI assist.

  4. 04

    Marketing strategy

    Turn research into channel plans, themes, and campaign priorities.

  5. 05

    Reports, email & production

    Client PDFs, email templates/reminders, and a production board.

  6. 06

    Content calendar

    Draft, bulk import, schedule, and publish with status tracking.

Marketing strategy workflow step in Basis Media
Content calendar month view with scheduled posts

Platform modules

One workspace for marketing and property teams

Role-based navigation surfaces the modules each seat needs—from client ops and calendars to listings CRM and signed SOWs.

Clients hub

Full marketing workflow per account

Properties

Listings CRM with WhatsApp sync

Content calendar

Drafts, bulk CSV, social scheduling

Content storage

Central creative asset library

Invoices & SOWs

Templates, dashboard, e-sign links

Business metrics

Shopify-linked performance

AI generation tools with industry-customizable prompts

AI generation

Creative tools built for real verticals

Dedicated generators for food, property, and social—plus lifecycle AI that drafts personas, strategies, and reports from the same client brief. Customize prompts beyond the presets.

  • Food & product image

    Generate vertical-ready stills for F&B and product-led brands.

  • Storyboard fixer

    Repair and refine frame sequences before video production.

  • Social post creator

    Compose on-brand posts with industry-customizable prompts.

  • Property image & video

    Listing visuals and short property videos for real-estate teams.

  • Basis AI chat

    Assisted chat with optional web search and media triggers.

  • Lifecycle AI

    Personas, competitors, strategy, reports, and audience stimulation.

Business metrics

Connect store performance to campaign work

Link Shopify from Settings to load live KPIs beside your campaigns—sales, orders, average order value, returning customers, fulfillment, and period comparisons on the Business Metrics dashboard.

  • Period comparisons for sales, orders, and AOV
  • Returning customer and fulfillment signals
  • Per-user encrypted store credentials
Business Metrics dashboard with Shopify linked

Integrations & stack

Built to plug into how agencies already work

Commerce, inbox, messaging, publish, and AI runtimes connect through a single Next.js application layer with role gates and credit accounting.

Shopify

Store metrics

Gmail

Client inbox sync

WhatsApp

Property messages

Social scheduling

Multi-channel posts

Creative AI

Image & video gen

Live research

Web-aware answers

Basis Media integrations and technical architecture diagram

App Router as the backend

Server Actions and API routes—including SSE for long AI jobs—without a separate service layer.

Encrypted integration secrets

Shopify tokens and similar credentials stored encrypted; health probes check DB and integration readiness.

Credit ledger & quotas

Starter credits, monthly free quotas, and purchasable top-ups with per-tool accounting.

SOW e-sign tokens

Public signing links with expiry so statements of work leave the inbox and close in-product.

Demo limits

Start with credits, stay within a fair quota

Demo seats unlock marketing workflows with starter AI credits and a monthly free quota. Full seats unlock higher monthly allowances.

Starter credits

10 image · 2 video

Included when you create a demo account.

Monthly free quota

10 images/tool · 2 videos

Resets monthly; full seats get higher caps.