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

57 Reviews of Base

 

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Software Advice Reviews (30)
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Showing 1-20 of 30

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.

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.

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!

 
 

Jeff from Riskalyze
Specialty: Software / IT

March 2016

March 2016

Up and coming CRM software

Ease-of-use

Functionality

Product Quality

Customer Support

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!

 
 

Sandro from Opentopic
Specialty: Software / IT

January 2016

January 2016

Visual and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

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.