Base Software


 

Designed to work seamlessly from mobile devices, Web-based Base CRM offers relevant customer relationship management (CRM) tools, allowing B2B and B2C sales professionals to break out of the office and work from anywhere with Internet connectivity. Base features a robust standalone sales automation module with options for integrated channel management and Web self-service capabilities. 

Base does not require excessive data entry or input into irrelevant fields, but instead offers pertinent and forward-thinking features to increase productivity. All fields can be completely customized, and tasks are integrated automatically. Users can track sales and have full visibility into the sales pipeline with out-of-the-box sales reporting. In addition, sales calls can be made straight from the software's mobile app, and the system will log the calls.

Sales team leaders can increase efficiency by managing regions and teams through Base. It allows users to establish and monitor quotas and goals for specific teams and reps, all via smartphone or other mobile devices.

It has native applications for iOs, Android and Windows phones. It can also integrate with MailChimp. Base CRM has a straightforward price structure and offers a free two-week trial. It is suitable for small to midsized companies across most industries needing access to their CRM away from their desk.

 

Base - Sales rep dashboard
 
  • Base - Sales rep dashboard
    Sales rep dashboard
  • Base - Sales conversion
    Sales conversion
  • Base - Web mailman
    Web mailman
  • Base - Base voice
    Base voice
  • Base - Mobile notifications
    Mobile notifications
  • Base - Mobile geolocation
    Mobile geolocation
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

23 Reviews of Base

Showing 1-20 of 23

 

from MNP
Specialty: Accounting
Number of employees: 501 to 1,000 employees Employees number: 501 to 1,000 employees

Positive Experience

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Likes Best

The real time data synch is efficient and easy to use. I would recommend it for all companies looking for a simple and easy to use solution.

Likes Least

The amount of time it took to learn but once you have it down it is a very efficient and effect CRM solution.

Recommendations

Really think about how you can track your team activity and the efficiency that comes form organizing it.

 
 

from Riskalyze
Specialty: Software / IT
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Base is a great system

Ease-of-use

Functionality

Product Quality

Value for Money

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N/A

Likes Best

Its easier to use than most software. Its very intuitive and has a short learning curve.

Likes Least

The icons on the left side are a little difficult to decipher

Recommendations

Make sure its easy, but more importantly, intuitive to use!

 
 

from Riskalyze
Specialty: Software / IT
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Everything I have ever wanted in A CRM

Ease-of-use

Functionality

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Likes Best

Base is great for small companies that want to get started with a CRM that has fantastic user support, easy information entry, and fantastic smart lists. If you are a company that has between 100 to about 2000 clients, you will love Base and their team. It's powerful, and can be taught in a day and shows users value from day one.

Likes Least

Let's face it, you are town between using Base or Salesforce, and so were were. While base is cost effective in the beginning, we spent hundreds of engineering hours trying to migrate to Salesforce eventually, resulting in a negative savings. While I love Base for it's simplicity, if you know you will one day move, move to Salesforce today. Maybe one day Base will offer the amount of features and integrations that Salesforce has, but not today.

Recommendations

Make sure you do your research ahead of time, or you can find yours back pedaling up a steep mountain. Compare costs, and evaluate what your team will need 5 years down the road.

 
 

from Raymond James Ltd.
Specialty: Banking
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Why should you use BASE for you sales process?

Ease-of-use

Functionality

Product Quality

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Value for Money

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Likes Best

User friendliness
User interface
Ease of use
Highly configurable to you sales process
Great support team
Super affordable
Great reports for sales
Finally, click in phone dialer!!

Likes Least

Maybe the product should have more automated workflows

Recommendations

I recommend it for any small to medium business! Look at their blog and people posted a few recommendations on how to improve the product. But ultimately product is superb and in my opinion beats vendors like SalesForce.

 
 

from Riskalyze
Specialty: Software / IT
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

The So-So CRM

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Functionality

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Value for Money

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N/A

Likes Best

Creating and maintaining contacts in BASE was pretty easy and intuitive. It also pretty easy to add various tags to leads/customers based upon certain sorting criteria.

Likes Least

BASE just lacks features. Its lacking a lot of strong integrations. Creating and building workflows/charts/stat trackers was either too difficult or unintuitive. BASE does work and serves a need, but does not work well with big data. Once our company reached a certain size, BASE could no longer support our growing needs.

Recommendations

Check out Salesforce too. We use that now and its working wonders for us.

 
 

from Riskalyze
Specialty: Other services
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

Fantastic CRM

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Functionality

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Customer Support

Value for Money

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Likes Best

Base's Support Team is fantastic. They flew out members of their team to get us set up. They gave shirts and other swag, and were a delight to deal with. Online support is fantastic, and quick. Base itself is easy to use, and has a streamlined work Flow. There software is very user friendly and modern. You can get up and running in a matter of days. Reach out to them and find out if their software will fit your needs. Either way, I'm sure they will be warm and welcoming to your team.

Likes Least

We ultimately moved away from base because there was no way to create some key API integrations that we needed in our industry. I occasionally imported a doc that resulted in a few hundred duplicate users. They could be cleaned up quickly, but still inconvenient. :(

Recommendations

Make sure that you check with you engineering team before buying. Switching CRMs can be time consuming, so make sure you are looking to your long term goal.

I will tell you though, if ease of use was the only concern, no one would use Sales Force. Base is beautiful and can be learned in an hour of use.

 
 

from SimpleBills
Specialty: Utilities
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Great for product sales

Ease-of-use

Functionality

Product Quality

Value for Money

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N/A

Likes Best

I love the user friendly interface and how seamless it was to integrate it into our operations.

Likes Least

I wouldn't say it is best for service industry sales teams.

Recommendations

It's great. I think it works very well for most sales teams.

 
 

from SimpleBills
Specialty: Utilities
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Review of Base CRM

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Likes Best

I liked their ability to integrate with Google, particularly Calendar and Gmail.

Likes Least

While it is a great product for conventional use, it seems to be more for a traditional product versus a continual subscription-esque service. It wasn't able to categorize the inputted data like we would have wanted.

Recommendations

Know what type of categorizing of date you will need. If it is a traditional sales product, than this will work great. If you need something beyond conventional input, than maybe not for you.

 
 

from SimpleBills
Specialty: Utilities
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Good for product based sales, but not so much for services

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Value for Money

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Likes Best

It has a user-friendly interface with a good number of tutorials and webinars to help you learn the ins and outs of Base.

Likes Least

It is still growing to meet the needs of clients that have very specific needs with more customization. It also isn't designed for a service that has recurring monthly payments and service offerings. For example, Base itself has three paid levels. To organize a pipeline for those sales, you would either have to recreate a deal every month, or leave them in the pipeline forever. Neither of those is a great option, and the reporting features are rather useless when the latter option (which we do) is used. Since they never truly "close," since they are recurring, and even a lower level service commitment is still a revenue generator for us, the reports cannot give helpful information.

Recommendations

Make sure that you really evaluate what you need in a CRM, and find the one that meets your business needs. For a business that just needs a simple, out-of-the-box CRM, Base is a great option. If you need some deep customizability, then you may want to look elsewhere.

 
 

from Riskalyze
Specialty: Software / IT
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Base CRM review

Ease-of-use

Functionality

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N/A

Likes Best

The aesthetics were pleasing to eye. The product had a pretty cool round robin feature for dividing up new leads.

Likes Least

The product needs a lot of refinement on duplicate leads and the round robin feature stopped working all together. The software didn't deliver as it was presented.

Recommendations

Look for something that can be customized for your team that has local developers. Communication with a custom built CRM is vital!

 
 

from Riskalyze
Specialty: Software / IT
Number of employees: 51 to 100 employees Employees number: 51 to 100 employees

Up and coming CRM software

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Likes Best

The layout is simple and straightforward. Pretty clear, and, aesthetically speaking, well done!

Really enjoyed working with the team to get Base CRM implemented. Super helpful customer success manager + engineer!

Likes Least

There were certain contingencies we required upon acquisition and they were promised to be done within six weeks. That never happened. There were several other aspects that we needed, were promised, and subsequently never delivered (we've had Base for over 9 months to date).

For data import it was fairly easy, but record sanitization was not simple. The way duplicates were (and were not) matched were really difficult to the point where we built out own system outside of the CRM to sanitize.

Recommendations

They are up and coming. I really do believe they'll make it in a few years, but you need to decide what is crucial today, what you'll need in the near term, and what's nice to have. I'm not giving out any special wisdom or relevation—that's true of all software (and other purchases) in life!

 
 

from Opentopic
Specialty: Software / IT
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Visual and easy to use

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Functionality

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Likes Best

UI very simple that makes easy to use for c-level manager. Reactive in the feedback when asked.

Likes Least

Email sender tool can be integrated in a better way, you can't answer email in a super easy way.

Recommendations

Check immediately the possible integrations with different tools to automatize the integrations as much as you can.

 
 

from Capitol Steel Corporation
Specialty: Construction
Number of employees: 101 to 500 employees Employees number: 101 to 500 employees

BASE CRM: Love it!

Ease-of-use

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Likes Best

BASE is clean and simple, yet powerfully effective as a CRM. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. It allows you to tailor your database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited / private, or made public for the entire team to access. I feel like it's hip and cutting edge product; not at all stuffy.

Likes Least

The one complaint I have is when you do talk to a team member over the phone, there's a lot of background noise in their office. I also wish some of the commonly-used fields would transfer to new Contacts, like Phone Number and Industry so that those don't have to be retyped with new contact entry.

Recommendations

Be sure the CRM you evaluate has the features you need, yet isn't overwhelming. I've used Sales Force in the past, which required a few team trainings, was very complicated, and we spent lots of time just trying to figure out how to use its basic features. That program had so many features we never used, and it was extremely expensive. ACT was too simple.

 
 

from qipp
Specialty: Software / IT
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Mixed, some very good features, but also poorly designed

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Likes Best

Easy to use, quickly implemented, reasonably priced

Likes Least

Google apps sync is really bad, users all over the world complain about the very poor solution already since 2013 but base doesn't do anything about it.
This and some other major issues led us to change to another solution.

Support and online tutorials is also not satisfactory.

Base tries to sell you something really hard and they don't care about their customer base.

Recommendations

Check the integration and support very thoroughly.

 
 

from Rollins
Specialty: Education
Number of employees: More than 1,001 employees Employees number: More than 1,001 employees

Beautiful interface and smart features on top of a solid CRM system

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Product Quality

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N/A

Likes Best

The "underdog" of the modern CRM marketplace offers a beautiful user interface with an exceptional mobile platform and some smart features, such as the process-driven conversion of contacts to leads or the sales funnel analysis.
What makes this system very intuitive is the integration of many familiar elements, such as tags, drag and drop functionality, and smart filters.

Likes Least

I would consider the dashboard base's "achilles' heel". While it was not a major problem during my evaluation, it already became cluttered with updates. Unlike most of the other areas, the dashboard does not offer many visual cues that would help in getting a quick(er) overview. Qualifying my statement, the mobile applications appear to be better designed in that regard.

Recommendations

I strongly recommend to develop a set of business cases before testing this (or really any) software, especially when you compare it to other systems. It makes it easier to quickly see differences and allows you to stay somewhat objective. When comparing platforms, I also suggest to assess whether mobile access to the CRM system is a crucial element or not. A "beautiful" app can sometimes be misleading.

 
 

from Wooshping LTD
Specialty: Telecommunications
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Decent CRM system for small businesses with mobile app support.

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Likes Best

Base CRM have a decent entry level (price and proposition) point that allows most small businesses get started with CRM. The fact that it also includes mobile app support (across iOS, Android and Windows) is commendable also.

Likes Least

I found the sync of contacts with the system and the plugins it uses caused a bit of my mess in my contacts. It was a minor gripe but something that over time became more tedious.

Recommendations

Use the free trial and make sure the product does what you need it to. As an off the shelf product it can;t be tweaked too much, but from a business perspective it should fit 80% + of most needs.

 
 

from iPM Ltd
Specialty: Maintenance / Field Service
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

All in one place

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Customer Support

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Likes Best

Excellent function for rapid knowledge about your customers in one moment if you are away.

Likes Least

I can't import contacts from iPhone. The software asks me for CSM format and from iPhone contact vcard.

Recommendations

Needs a little time to boot and the data input. You don't need extra training. It all runs intuitively.

 
 

from Acceptd
Specialty: Education
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Great user interface

Ease-of-use

Functionality

Product Quality

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Likes Best

Base was intuitive to use and offered a great service with solid user experience. Rather than throwing a lot of features and functionality on a platform, Base created a sound workflow.

Likes Least

Base still has some catching up to do to compete with the giants like Salesforce in terms of offerings and apps. However, if the target market continues to be small to mid size companies rather than corporate giants, that may not be necessary.

Recommendations

Put heavy consideration towards the feature sets that meet your needs when evaluating, but don't look over the usability and efficiency of use.

 
 

from Acceptd, Inc.
Specialty: Software / IT
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Great starter CRM for our start-up company

Ease-of-use

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N/A

Likes Best

The simplicity of Base help us move from clunky Excel/Word tracking systems into a straightforward CRM system with ease and at a relatively low expense. This was the first CRM we used when we were just ramping up our sales efforts for our start-up company.

Likes Least

At the time, Base served our needs very well, so I don't have a "like least" comment.

Recommendations

If you're not looking for a overly complex and expensive CRM, I would take a good look at Base. It helped us get our sales cycle going in the first year of our start-up company, which was a critical time in the success of our company today.

 
 

from Acceptd
Specialty: Software / IT
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Base - a good product for small companies

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Likes Best

Base is really simple to use and has invested a lot in continuously making the user interface clean and intuitive. We really like the visualness of watching deals move through the pipeline.

Likes Least

At the time of our use, it lacked some of the more sophisticated reporting you would find in some of the major CRM providers. We found it difficult for each functional area (Sales, Account Relations, Support) to use – it served better as a deal tracking tool.

Recommendations

I would encourage anyone evaluating Base to think through your company growth and future potential needs of a CRM. It was great in our early days and really helped us build and structure our pipeline; however, I feel like we outgrew the product as the team grew.

 
 
 
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