Base Software


 

Base CRM is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Base CRM features a standalone sales automation module with options for integrated channel management and web self-service capabilities.

Base CRM enables sales teams to capture, organize and properly track leads. Sales personnel can funnel leads from multiple sources including websites, spreadsheets or any marketing platform. Users can track sales and have full visibility into the sales pipeline with robust sales reporting feature.

Sales team leaders can monitor sales process by managing regions and teams through Base. Users can establish and monitor quotas and goals for specific teams and reps, all via smartphone or other mobile devices.

Base CRM has native applications for iOs, Android and Windows phones. The solution can also integrate with MailChimp. Base CRM offers a free two-week trial and is suitable for small to midsize companies across most industries looking for a mobile CRM solution.

 

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

65 Reviews of Base

 

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Software Advice Reviews (32)
More Reviews (33)

Showing 1-20 of 32

chris from Koch Logisitics
Specialty: Transportation
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2017

June 2017

Great for first time implementation of a CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Easy to use and great mobile app. We are still in the training process, the staff at Base has been very helpful.

Cons

Too much emphasis on tracking sales reps performance. This may be a good feature for some but not a need for us.

 
 

jude from Mary Seacole housing association
Specialty: Non-Profit
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Quite intresting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Simplicity and ease of use, I like the layout and the fact that it integrated well into my companies' system

Cons

Pricing seems a little steep for my company, could do with a little more friendly GUI apart from these works fine

 
 

Desirae from ClientsFirst Consulting
Specialty: Agriculture
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Base CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall this is a decent CRM for a young company. However, as with any CRM, you need to sit down and do your homework. Look at where your business is now and where you want it to be in a few years. Will you outgrow this app quickly or will it serve your needs well over the long term. If you feel you may outgrow the app in short order, you may want to consider jumping right over to Salesforce rather than try to migrate your data. If you feel this app will serve your company and users well over several years, it is a solid option.

Pros

What I liked best about this app is that it is fully integratable with other systems, and has great native mobile apps.

Cons

What I liked least about this product was the ease of use, there is a bit of a learning curve. Also, the setup costs are a bit high.

 
 

Eric from Builders Choice
Specialty: Construction
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Fantastic and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have done a lot of research and used a lot of CRM. Base far exceeds the expectations I had for it. It is extremely customizable to fit your specific needs. The interface is very user friendly and puts all of the information you want to see in one place. The customer service is fantastic. The cost is a little more expensive than some of the other CRMs. But I am a firm believer in "You Get What You Pay For." With Base you get that an more. I would recommend this to anyone looking for a quality CRM.

Pros

Easy to use, Fully Integratable with other systems through their open API. Everything you need is in one place.

Cons

Set up costs are a little high.

 
 

Allison from Allison Jaffe Interior Design LLC
Specialty: Other services
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Base

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It's find does the basics but I do not like that I can do much customization with the pipeline and in order to do so I have to upgrade. Same with reports, I can't pull any more data without upgrading.

Pros

Its easy of use, UXI

Cons

not being able to pull reports without upgrading, paying more money
customizing pipeline beyond the basics.

 
 

Jessica from Benchmark Painting & Carpentry Inc
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Base Crm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The base is a great client tracking software. Offering high-level reporting, whole team call, and email monitoring, and a very good integrated mobile app Base gets the job done for keeping track of your internal communications.

Pros

The mobile app syncs with each team member's phone and creates activity reports for each client. At any given moment you can check to monitor all communications, email, and calls sent to each client by your team. The activity stream allows the admin to monitor all communications for each team member in one place and creates a log to archive client interaction historically.

Cons

Base CRM works with a 3rd party quoting software integration. Which can be confusing during the transition with your team. The third party does offer email tracking to see if the clients are opening the emails and the actual proposal allows clients to choose from a selection of optional items that auto calculates into the final total as they decide which work to complete out of a list.

Advice to Others

If you are looking for a system to easily track all calls and communications with clients, Base is it. As with most CRM, the data is only as good as what you are entering and if you do not have someone actively monitoring the final sales numbers and updating each client, your reporting features will not be correct.

 
 

Frank from APlus Interior Design & Remodeling
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great CRM Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I actually implemented Base CRM for a client of mine, they are a smaller firm with 10 employees but they love it and they can't function without. I would definitely recommend Base as a robust online based CRM with the great mobile app.

 
 

Michael from Thriveworks
Specialty: Healthcare / Medicine
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Love this CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Base CRM is an awesome tool. I've used other CRMs before, but this one is one of the leaders. It's easy to use, especially when I'm on the go. Base really helps users organize client info provides clear data that I can use to grow my business. I love it.

Pros

A variety of tool within the software. Easy to use from my mobile device.

Advice to Others

You can't go wrong with the price. Price plans to meet your budget.

 
 

lyndsey from CRYSTAL CLEAR WATER
Specialty: Other services
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2016

October 2016

We reviewed this program ad potential new program

Ease-of-use

Functionality

Product Quality

Customer Support

This program was unfortunately not the program for us. I have nothing good or bad to say about this company, it was just not the company for us

 
 

Ashley from SimpleBills
Specialty: Utilities
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

Used for Two Years before Switching to Salesforce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Our company - a smaller startup at first - used Base for two years and I loved the interface and overall functionality. We only switched to find a better option for a service such as ourselves. Base seemed to cater more to product industry.

Pros

Easy to use. Minor functionality issues.

Advice to Others

Does't work well with services long term.

 
 

Kat from Null
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2016

October 2016

Very strong CRM/ Sales Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

This is the best out of the box tool I've used. The reporting capabilities are endless and incredibly strong but I think we like it best because the reps actually use it.

Pros

Strong mobile app... you can geolocate/get directions right from your phone. The reps like being able to "talk" their notes into the phone right after meetings rather than type.

Cons

May have been a learning gap... companies vs people in the contact section.

Advice to Others

If you want to understand your sales team, process and performance, this is a great tool

 
 

brandy from MNP
Specialty: Accounting

September 2016

September 2016

Positive Experience

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Roshni from Riskalyze
Specialty: Software / IT

September 2016

September 2016

Base is a great system

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

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!

 
 

Justin from Riskalyze
Specialty: Software / IT

September 2016

September 2016

Everything I have ever wanted in A CRM

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Roman from Raymond James Ltd.
Specialty: Banking

September 2016

September 2016

Why should you use BASE for you sales process?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Harrison from Riskalyze
Specialty: Software / IT

September 2016

September 2016

The So-So CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

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.

 
 

Adam from Riskalyze
Specialty: Other services

August 2016

August 2016

Fantastic CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Chris from SimpleBills
Specialty: Utilities

July 2016

July 2016

Review of Base CRM

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Trinity from SimpleBills
Specialty: Utilities

July 2016

July 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Taylor from Riskalyze
Specialty: Software / IT

March 2016

March 2016

Base CRM review

Ease-of-use

Functionality

Product Quality

Customer Support
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!

 
 
 
Showing 1-20 of 33

Zach from Corporate Entertainment Originators
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Base is the CRM I decided to commit to using, and overall, I'm very happy with it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Base has helped motivate me. It makes making calls fun because you can see your goals and your progress toward them.

Base keeps me on top of what's important. For example, I called a business to see if they were interested in my services. I was told they were interested but to call back when they planned their event in a year! It's easy to set the task to call the lead back in a year, and even better is that the phone call was recorded. I can listen back and when I follow up, know exactly what's going on.

Base has also given me a clearer picture of which sources of leads are best so I'm able to focus on them first.

I could go on and on about the benefits of using Base. It's a huge part of my business.

Pros

The best thing about Base is that it works. I tried free trial versions of a couple of other CRMs and my first big test was importing data and mapping it. The very first time I tried this with Base, it worked without a hitch. The other CRMs I tried hit some kind of a snag. I'm sure I could have contacted support or messed with them and gotten then to work, but what's the point when Base worked right the first time?

On a side note, it's been my experience with almost all software that you get what you pay for. Base isn't cheap, but I also never have a problem with it. Again, you could find a cheap or even free CRM and make it work, but at what cost? Time? Aggravation?

The second reason I chose Base is because voip is integrated without having to figure out some third party way of making calls, tracking the data, and recording them. With Base, you have everything you could want in terms of a sales CRM.

Lastly, the reports are awesome. They give you any kind of info you could want.

Cons

In my list of pros, I mentioned that everything you could want in a sales CRM is built into Base. However, on the marketing side, it leaves a lot to be desired. I'm a one-man operation so I'm doing all of the sales and marketing myself.

My solution was to get the minimal ActiveCampaign account they offer and use it for my automation and marketing needs. Base and ActiveCampaign can work together using Zapier.

If you choose a higher level ActiveCampaign account, it does include a CRM with lead scoring and pipeline tracking. However, it's Mickey Mouse stuff compared to what Base can do

For example, Base's AI will actually tell you when a deal is in trouble based on the language contained within emails. It works amazingly well so you'll know right away if a potential deal needs your attention.

Another problem with Base is that they haven't improved it much. There are little things they should be able to fix right away, like having a field for a lead's phone extension. That's right, if you have a number and an extension, there's no place to enter the extension!

The knowledge base is very limited but support is decent. You'll be writing them a lot, not with technical issues, but with questions about functionality.

There's no community to speak of to after you sign up for Base, you feel like you're the only one using it.


Source: Capterra
 

Rick from MissionMakr.com

June 2017

June 2017

Easy to use, full-featured CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Flexible, scalable, intuitive CRM. I like that it integrates with a variety of other services and is easy to use. It stores a lot of information on our clients and has different alerts to remind you of events and task.

Pros

I've been using Base now for the past four years. I've found it easy to use and intuitive. It integrates with several other systems. One feature I really appreciate is how it picks up and stores emails that are sent into a person's profile wether they are sent or received either internally or externally from Base. The ability to follow a sale through its different phases is also easy to use. The mobile app works interfaces icely with an iPhone and allows you to record Actions after the call. It is well organized, scalable and offers everything a small business needs in a CRM

Cons

I wish there was an easier way to add photos to your contacts. It can pick a photo up if you have some social media information, but I have found the process cumbersome.

Source: Capterra
 

Calvn from Clientfit Technology Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

I am glad i found base

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Full featured CRM for a fraction of the cost

Pros

I found base to be extremely easy to use. It had all the essential features of a SALES focused CRM. We do a lot of direct mail marketing so it was important that we had a system that allowed us to easily maintain various contact list and tag them appropriately

Cons

Although it is a Sales focused CRM i would at least like to see the ability to group leads or contacts into campaigns in the future. Right now we accomplishing this by simply adding tags.

Source: Capterra
 

Jared from Breezy
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Solid SMB/SME CRM. Reports are lacking but otherwise great UX

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

- Direct mail integration (no bcc required) saves everyone a world of hassle
- Very easy to create customized lists of deals
- Mobile app is very, very good
- Easy to customize deal page with relevant info including "smart links" to 3d party sites
- Decent UI and easy to understand
- Integrated Dialer would be great if we weren't already using Dialpad
- Quick onboarding, decent SFDC import
- Zapier integration

Cons

- Reporting is completely inadequate:
- No good way to report on lead sources
- No way to report on leads by assignee
- No way to create new reports if the pre-made ones don't do enough for you
- The UI is surprisingly slow. Like, a-full-second-for-a-simple-lookup slow. This is not a complete dealbreaker, but is pretty irritating
- Associating contacts to deals doesn't associate your comms w/them to the same deal, so if you have a lot of back and forth with someone about a deal, but forgot to add them to that deal in Base, you won't see the communication on the page for that deal.
-

Source: GetApp
 

Anthony from Long & Foster Companies
Number of employees: 10,000+ employees Employees number: 10,000+ employees

May 2017

May 2017

Great Tool for Keeping All Your Clients Together

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Really comprehensive. I found myself adding things to client profiles, interactions, and deals just to fill in and use all the features!

Really fantastic for keeping everything related to a client and their deals organized.

Cons

Some things are too specific and didn't fit perfectly with my work flow or type of business.

The Client Space, while a fantastic idea, needs work. It's a bit user unfriendly on the client side. Also, it's pretty ugly which is a shame since the rest of Base looks so good.

Source: GetApp
 

Zach from aptivada

April 2017

April 2017

Base is alright

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been using base for a while now. We use it as a CRM to develop all of our sales leads. It works okay, but it hasn't been easy to use.

Source: Capterra
 

Tia from Aptivada

February 2017

February 2017

Great CRM for everyday use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I use Base literally every day. All of my contacts, emails, notes, tasks, etc. are stored in Base. Each day I go through my task list and move my contacts through the pipeline. When I close a sale I mark the deal as "Won" and can upload the documents onto the deal. Base has lots of functionality to fit your needs.

Source: Capterra
 

Tim from Aptivada
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Base, a BASE-ic CRM with tons of capabilities.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It's a great tool to keep track of customers and move them through the pipeline. You can track progress, upload files, and keep records on all things done on your customer profiles.

Pros

I like that you can also make calls through Base.

Cons

Sometimes it can be easy to confuse personal profiles with business profiles. A hierarchy needs to be displayed easier.

Source: Capterra
 

Samuel from Troadey Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Great features for a low price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We liked Base because it does not cost too much and it is good with history. It also plugs with dropbox which is a good feature.

Pros

Great simple CRM.

Cons

Lacks some features.

Advice to Others

Take a look at the history of changes, it is useful.

Source: Capterra
 

Tia from Aptivada
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Great CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I use Base daily to keep track of my notes and clients. I can upload files and import my emails so everything is in one place. Every day I go through my daily tasks and update my deals. The tool is easy to use with a lot of options.

Pros

I really like to have everything in one place. All of my files, emails, tasks, contacts, notes, everything is all connected. Having it all in one place simplifies my life a lot. I also like that you can assign things to other people.

Cons

The mobile app is awful and rarely works.

Advice to Others

Nothing, just improve the mobile experience.

Source: Capterra
 

Jimmy from Éditions Panda
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

Very useful app !

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

For our micro-enterprise, we consider this App as an employee who helps us to coordinate customer records. Since we are working with Base, we lose fewer customers and time to acquisition. With Google Chrome plugIn, when we are working with LinkedIn, with a single click, add a contact to lead to our database in Base CRM. This prevents us from doing it manually as before.

Pros

Time saving for lead management.
Followed best customer records.
Android, calls are automatically tracked and recorded in base with an option to add a note of the conversation in order to remember it and therefore continue the discussion more effectively to the next call or email.

Cons

Creating quotes directly into Base and easily exportable to Xero has to be improved because it is a useful but incomplete integration to be really effective.
Management contact book between Base CRM and Xero needs also improvement.

Advice to Others

I have not tried other CRM, so I cannot compare. However, that CRM has been a revelation to me. I could no longer work without it. I highly recommend it.

Source: GetApp
 

Tapiwa

August 2016

August 2016

Team collaboration

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

From a team leadership perspective, Base CRM's ability to collaboration and seamlessly integrate in various aspects of a sales team are truly outstanding. It certainly has the ability to amplify your market influence if fully implemented with it real time data.

Pros

Base have keep it simple!

Advice to Others

If you looking for a simple seamless app to integrate into your business. This is certainly my recommendation.

Source: GetApp
 

Matthew from St. Helena Montessori
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2016

June 2016

Excellent solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Base is a very intuitive, easy to use, CRM. It has a very streamlined sales pipeline interphase, a simple contact managment data entry format and custom data fields that are simple to set up and very useful for tracking unique datasets.

Pros

The user interphase, ease of integration with Google Apps, the platform and the price.

Cons

The steep increase to get the professional suite of tools.

Advice to Others

I think this is an excellent solution for start-ups, with room to grow and an extremely shallow learning curve.

Source: Capterra
 


May 2016

May 2016

Great CRM

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

At my company we use Base CRM to keep track of notes, schedule appointments, create tasks, keep track of deals and more. It's very easy to use. We work with hundreds of media stations. Base helps us keep track of what each station is doing.

Pros

I really like the email integration. It's nice to see email threads in the notes.

Cons

I wish the mobile app was as easy to use as the desktop.

Source: GetApp
 

Hans

April 2016

April 2016

Easy CRM

Ease-of-use

Product Quality

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value

Base is great for organizing your sales contacts and related notes/channels. Easy to use and effective, this app is key to staying on top of a long list of contacts at various stages of the sales process.

Pros

Easy to use and navigate

Cons

Could allow easier integration for photos

Source: GetApp
 

Patrick Number of employees: 2-10 employees Employees number: 2-10 employees

December 2015

December 2015

#1 sales CRM hands down !

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

As a Professional Business Technology Consultant for over 15 years, I've created, integrated and supported CRM Apps in verticals including but not limited to: Legal, Real Estate and Renewable Energy projects. Throughout my professional tenure I've not only written code but have had the experience of collaborating with EVERY SINGLE professional CRM applications on the market. My conclusion, Base CRM is THE answer to streamlining your sales & marketing processes and cycle.

Pros

SIMPLICITY SELLS! This is the genius behind Base CRM.

Cons

None that I've ever experienced in 3-4 years.

Source: GetApp
 

Rueben from Timely booking app
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2015

June 2015

Great UX design

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

I picked Base for two reasons:
a) it looked and felt nice
b) it handled VoIP calls very well

Pros

VoIP calling is fantastic with great reports.

Cons

It doesn't sync social very well
The in app email system could be better

Source: GetApp
 

Per

April 2015

April 2015

Super for mobility

Product Quality

Product Quality
Quality

Base CRM has the best mobile apps seamless integrations with phonecalls, emails.
Best feautures are Contactclipper, Outlook plugin, gmail support and superb integrations with other webbased apps. like Zapier, mailchimp and so on. Premium plans with full data reports give salesmanagers totalt controll of salesteams.
Why not 5 stars?
It´s not a full SocialCRM, and currently not supporting multiple pipelines (coming feature though)

Pros

Mobile Apps
Phone integration
Contactclipper
Outlook plugin
Reports

Cons

Lacks Social integrations
Projects or campains

Source: GetApp
 

Ryan from Expensify

February 2015

February 2015

We love Base

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We switched to Base from an internal system and the results have been great. We're big fans of Base at Expensify.

Source: Capterra
 

Chi

March 2014

March 2014

Intuitive, User Friendly GUI and Great Service Personnel

Product Quality

Product Quality
Quality

I felt one of the reviews was unfair and unhelpful. I hope this will help people in their decision making. To keep the review in context, I am part of a smaller business in financial services, where client numbers aren't in the multitudes.

First off, I want to say that their customer contact personnel and support team are absolute stars. Very polite and attentive, they called me up within 2 minutes of finishing the tutorial to see if I had any questions.

Second, they had a walk through tutorial! Unlike Insightly or 3 of the other CRM's I tested, Base did not just leave you to test it out on your own. They populated the account with a dummy setup to more thoroughly demonstrate its uses. On completion of the tutorial, they reset the account and let me tinker myself.

The interface and functionality of Base is highly intuitive. After the initial walk through, I was able to determine how to create, edit and manage all the fields, filters, contact statuses, pipeline stages, etc.

Finally it has connectivity with Office 365 and allows for email syncing... (however this has not been functioning fully for me)

Now some issues I ran into, the syncing of my emails to base is a bit dicey. We use office 365 and Base can connect to it to sync emails. However, my emails aren't being received in base correctly. I can send mails, individually or in mass, via Base, but my mails don't automatically sync upon receiving at all. I have to use the Base plugin on Outlook to send the appropriate mails manually. While this is inconvenient, the staff have been very helpful and are working on it. Hopefully there is a resolution to this inconvenience.

Pros

- Intuitive, User Friendly and generally refreshing to work with
- Great tutorials and educational content via their blog
- Support staff are attentive and helpful
- Offers office 365 email connectivity (BIG +++)

Cons

- Email Syncing is not working as intended (however this could be an isolated issue due to something on my end - currently troubleshooting)

Source: GetApp