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Overall customer rating: Customer rating:

 (114)

 (47)

Recommended by: Recommended by:

94% of users

80% of users

Operating Systems: Operating Systems:

     

     

Mobile compatibility: Mobile compatibility:

Deployment: Deployment:

Target customer size: Target customer size:

Price: Price:

Demo:Demo:

Most positive review: Most positive review:

“Email transparency, Google Mail/Apps integration, easy project management, great data structure ... and a very non-invasive interface have had an incredible impact on our business. The constant updates and new features have further improved our capabilities over time.”

- Luke Freiler, Centercode

“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.”

- Jerry Tsai, Acceptd

Most negative review: Most negative review:

“The support model is terrible. ... The reporting element of this platform is dire. It’s very difficult to get meaningful information, even on simple things like the value and weighting of your future pipeline. … Furthermore, the integration to email only seems to work on Google Calendar or the very latest Exchange 2013.”

- Will Barnett, Shapecast

“Base still has some catching up to do to compete with the giants like Salesforce in terms of offerings and apps.”

- Don Hunter, Acceptd

Pricing:

How it's priced: How it's priced:

Cloud deployment: Monthly or annual subscription fee for each user login; discounts for annual subscribers. Free edition with limited applications also available.

Subscription fee for each user login.

Contract term: Contract term:

Subscription renewed monthly or annually.

Subscription renewed monthly or annually.

Upfront costs: Upfront costs:

Additional fees for optional training services provided through partner. If you purchase at least three licenses, users have access to the customer success team, which offers phone-based onboarding sessions at no additional costs.

None

Recurring costs: Recurring costs:

None, beyond subscription fees.

None

What does it cost?: What does it cost?:

Applications:

Marketing automation: Marketing automation:

Sales automation: Sales automation:

Customer service/support: Customer service/support:

Call center: Call center:

Channel management: Channel management:

Social CRM: Social CRM:

Web self service: Web self service:

Lead opportunity management: Lead opportunity management:

Ease of Use:

Overall customer rating: Customer rating:

 (114)

 (47)

Most positive review: Most positive review:

“It makes my transaction management seamless. The ability to manage my notes, contacts and each project with an Activity Set keeps my ‘i's’ dotted and ‘t's’ crossed.”

- Andrew Sutton, Keller Williams Realty

“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 [and] the sales funnel analysis.”

- Christian Fielitz, Rollins

Most negative review: Most negative review:

“Setup is little confusing, as [it] is with most CRM solutions. Insightly [user interface] is a little stark and not as engaging as other platforms.”

- Patrick Pined, Tisano, LLC

“At the time of our use, it lacked some of the more sophisticated reporting you would find in some of the major CRM providers’ [products]. We found it difficult for each functional area (sales, account relations, support) to use; it served better as a deal-tracking tool.”

- Derek Brown, Acceptd

Support:

Overall customer rating: Customer rating:

 (114)

 (47)

Most positive review: Most positive review:

“Wonderful customer support; always reach a live human [who is] knowledgeable about the product, ... can solve issues and help us tailor the tools to meet our needs.”

- Patrick Pined, Tisano, LLC

“They’re always trying to help find a solution. They respond quickly and set up timely conference calls.”

- Peter Switzer, William & Henry Wide Plank Floors

Most negative review: Most negative review:

“Support is via email only—you need to manage your expectations about response time.”

- Tom Cooper, Bright Hill Group, LLC

“They should improve the documentation on the website to enable better implementation. They should be clear about the features they offer.”

- Marc Beermann, qipp

Phone support: Phone support:

Not offered.

Available 7 a.m. - 5 p.m. Pacific Time, toll-free at (888) 877-0775.

Online case submission: Online case submission:

Included in subscription fee.

Included in subscription fee for all plans.

Online support options: Online support options:

Help website and knowledge base, including instructional videos and webinars, included with subscription fee.

Knowledge base, videos and announcements for all plans.

Training: Training:

Training: Training:

Customers can register for webinars.

* The research on this page is updated by our editorial team. Email us if you're a vendor with new information or a potential buyer with questions or comments.