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

115 Reviews of Base

 

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Software Advice Reviews (55)
More Reviews (60)

Showing 1-20 of 55

Chris from Self Employed
Specialty: Insurance
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Good all in one platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Good at segmenting and separating your clients with different and unique characteristics. Good at following the client after the deal has been concluded and helps with the after sales support to the client.

Cons

Could have a few more added features to help with providing advice and queues while navigating the software.

Review Source
 
 

Will from True North Growth Partners
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

I implemented and used Base

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Very pleased with Base. Good software and good people supporting it.

Pros

It has robust capability and is rather easy to learn how to use. Even with minimal time invested in training you can get a lot of use from the tool.

Cons

There are some navigational thing that are not intuitive to use. They work but you have to learn how to move around the way that they designed it.

Review Source
 
 

JASVIN from University of Nevada-Las Vegas
Specialty: Education
Number of employees: 10,000+ employees Employees number: 10,000+ employees

July 2018

July 2018

Top 10 to recommend

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Another best CRM software for cloud based customer relationship management as it makes easy to lead and generate reports while tracking on individual on. Intersting features, Nice templates, Performance Recording and lead counts on with every other clients your employee make.

Cons

Not few things I like anout this software is that It is its high price on an enterprise levels and their less integration of upcoming programmes, which can put this company on the top.

Review Source
 
 

Doug from 702 Solutions
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

My favorite CRM

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Base has taken away all the manual entry that sales reps complain about. The mobile app is excellent and allows the sales reps to instantly update their activity, accounts, and pipeline.

Cons

They should continue to look at integrating their system into more software programs that will add value to a sales reps and business capabilities, while keeping Base a very sales a focused program.

Review Source
 
 

Kyle from Automotive
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Great CRM for the Value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I had the opportunity to utilize base CRM while working with a project partner for about 6 months. In my time, I found that the solution was very intuitive, user-friendly, easy to navigate, and provided a wealth of integrations for touch points to make your way down the sales pipeline.

Cons

The cost of the product can be somewhat burdensome at the higher levels and the lower levels provide quite a few options. I think a middle ground for small to medium sized organizations would be great!

Review Source
 
 

Jasper from 24
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Very good tool if you are an independent sales rep.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Complete customization for your needs pertaining to your industry & customers and allows you to input as much information as you would like.

Cons

Actually, I can't say that I don't like the platform. it was a very useful tool when I was an independent rep. I was not a huge fan of the way you could link your phone to a number provided by BASE but that is just a personal preference. I like people seeing my number on their phone when I call instead of a "dummy" number.

Review Source
 
 

Gregory from Infinity
Specialty: Healthcare / Medicine
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

April 2018

April 2018

A very nice sales pipeline with nice editing and filtering features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Nice user interface.
Nice ability to edit data on custom lists without needing to open a form.
Pretty easy to create and filter lists, then store the configuration for later.
Email integration is nice for storing all your conversations.
Base handled the import well and was good at working with our sales people.

Cons

Support is only by email and often takes a day to answer your question.
Although you can customize by adding fields and manipulating views, there are aspects of the pipeline you can't change.
The help system and documentation leaves a good deal to be desired when digging into the system.

Review Source
 
 

Said from Flavourtech
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Functional and Smart

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

To their credit, their team is small enough and they seem to be aggressively taking into account recommendations. Allot of the ideas are out of the box innovations

Pros

This is a very smart piece of engineering with an understanding of the sales process. API is incredibly good in case you want to add customised features

Cons

The biggest turn off is the price. Quite expensive for an online based software. Some features like permissions should be improved

Review Source
 
 

Chris from Funding Innovation
Specialty: Retail
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Bait and Switch - Caution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

There are many CRM options out there. I should have read more online reviews before proceeding. Caution.

Pros

The sales process is great - you'll feel very welcomed. Their follow-up is consistent and they do a great job showcasing the full-featured product.

Cons

Bait and Switch - the demo vs. the paid product is VERY different. You will learn that (all) reporting is extra , all goal setting is extra , and most CRM functions are extra . However, all of those functions are shown in the demo!

Review Source
 
 

Brian from My Solution Advocate
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

The Base CRM app is for the truly organized.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Base CRM is a customer relation mangement tool with a low price tag and high return. Check it out.

Pros

I bought this in the iTunes App store a few years ago and remember it was a really good app. The only issue is its for the truly organized. I realize that I was not the type of salesman for this app. This app is for a salesman who truly sets appointments and needs to care about and follow up with his/her leads. It has goals and everything imaginable. I was just a simple windshield replacement guy who came for a one stop close and moved on. I also attempted using this for my sales as a home security guy but it never stuck with me. The reality is this is for larger sales and more "qualified" and traditional salesmen and businessmen. Check it out. If it is right for you you will appreciate it 100%. All that I said will make sense when you actually see it. It was cheap enough to have no money wasted .

Review Source
 
 

Alan from Ftech int.
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Helps my sales team to manage prospects

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

Base CRM has been helpful for my sales team to manage the prospects. It helps the team to be accountable and they understand the status of the prospects and the next step to perform with them.

Cons

Deals can be created with the prospects and the tasks can be assigned to the sales team via this CRM. Helps with visual statistics.

Review Source
 
 

Tameka from Carrington Real estate Services
Specialty: Real Estate
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2018

February 2018

Base

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

This product is good for small businesses or agents that want to invest without breaking ground the bank.

Cons

I would have like to see higher conversion rates from this CRM. Its not as user friendly as some of the others

Review Source
 
 

Nicole from ITHACA
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Sales Pipeline motivates our sales team

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Base CRM helps managing our team with deals within the Pipelines. It always motivates the team when they say the prospects moving within the Pipeline in the right direction.
Its a helpful CRM for sales people and help them define their activities.

Cons

the mobile view need more attention to improve the activities management. The reporting of visual elements can be improved as well.

Review Source
 
 

Denise from SSES Global
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Great entry-level CRM, friendly and helpful support, good core CRM for your growing company.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The dashboard is good and the ease of 'deal' creation and updating is excellent. The ability to modify various records, deals, etc. from just about any screen is very useful and a time saver.

Cons

Most of the useful features do not come with the 'baseline' product. They require upgrades to various levels. Among these features are the ability to generate customized extracts and reporting.

Review Source
 
 

Daniel from Allegiance Finance
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

fast interfase with easy access to contact and deals with just a few clicks and the ability to send and receive messages

Cons

Does not support email integration similar to constant contact or mailchimp or social media interaction features

Review Source
 
 

Sabrina from InstaFame Marketing
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Easy Set-up and Very Functional

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great CRM... Highly recommended!!!

Pros

This CRM was easy to set up and makes it easier to communicate with my team and keep them updated on the status of our clients.

Cons

I would like the data fields to be more customizable. I would also like to have multiple ways to search for a lead in the CRM.

Review Source
 
 

Harry from BlueprintNYC
Specialty: Other services
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Goof value, great service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall good product, with some small drawbacks.

Pros

The best aspect of this product is its flexibility and cross functional uses. I am able to manage from a sales operations standpoint and all of the reps are able to track and log from their mobile devices. The ability to customize the funnel stages is also critical to the way my company uses Base and makes our entire sales team far more efficient.

Cons

There are some drawbacks in the analytics side of Base CRM. I do not always have the ability to procure the reports that I need and must accomplish them in the excel outputs. It is a manual process but only for the folks doing a deeper dive into the analysis.

Review Source
 
 

Daisy from Mortgage
Specialty: Mortgage
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

The product was very easy to learn and use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Good product to keep up contacts and follow ups organized for upcoming and business that are growing

Cons

More custom templates to send in emails and keep marketing fun, easy and fast to put out to new clients

Review Source
 
 

Diego from Shortlister
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Worst CRM I have used, doesn't work half the time and has terrible customer support

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Avoid this, stick to either Salesforce or Hubspot. Wanted to give this system a chance but the code is so bad and the amount of times things break or functionality doesn't work is shocking. Upgraded our service and half the stuff stopped working... My director is so tired of using them that we are going to migrate to Hubspot or anything else. Their customer support has been really below par.

Pros

The recording of the calls feature.

Cons

It's slow, breaks down at times, calls don't work half the time, entering numbers to call can't be done in certain ways on some forms, support is slow. Smart lists views leave way too much spase at the top of the screen, so you can only see a few contacts at a time.

Review Source
 
 

Mandi from Appalachian Valley Landscape
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Easiest CRM for on-the-go use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

great mobile app. ability to see the number of times a client has viewed an email! Easy to use deals/opportunities function. Love that it automatically logs calls/emails to the relevant contact.

Cons

I wish it had better integrations with other softwares. It has several that it integrates with, but the integrations are minimal at best and completely non-functional at worst. Better integration with accounting and digital marketing softwares would be nice for me and might be critical for other industries

Review Source
 
 
 
Showing 1-20 of 60

Roger from Meredith Corporation
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2018

December 2018

The most effective and useful 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
Pros

In order to establish the sales process we used several accounting software. The most effective and useful was Base CRM. Thanks to this program our sales representatives and management have the opportunity to track transactions and sales together, forecast sales and create reports based on a smart funnel. In general, the program performs many useful functions well. It provides all information about contacts including transactions, documents, notes, and tasks. Saves the entire history of contacts with the client: calls, letters, notes. I can recommend the program to those who want to put things in order in their business, to make it more efficient and larger.

Cons

Sometimes the program runs very slowly, and the data load takes a long time. I did not notice any more problems.

Review Source: GetApp
 

Alise from Postmates Inc.
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2018

December 2018

Flexible and simple CRM-system

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

"The main advantages of Base CRM are:
- simple and intuitive management of leads;
- view funnel, create reports on transactions;
- separate reports for representatives and managers;
- presence of several filters;
- the possibility of forecasting sales;
- tracking the effectiveness of E-mail newsletters
- the ability to make calls from CRM;
- recording of telephone conversations.
Using all these functions, you can bring your sales to a new level. The program has all the necessary analytics and functionality for a successful business. Also, program integrates with other necessary services and applications but integration sometimes causes problems. It may take a long time or fail. It all depends on the service with which you want to integrate CRM. I hope soon developers will eliminate this problem."

Cons

One of the drawbacks of the program is that sometimes there are problems with reporting and you can get not quite correct data. But it happens very rarely. I would like to improve the integration with other programs and services necessary for high-quality work.

Review Source: GetApp
 

Kraig from Endless Party
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Base CRM is aimed at teams of small, medium, and large businesses

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

From any perspective, it is a convenient tool which helps us to ramp up the productivity of sales leaders, for example, as well as to cope with sales management of almost any industry. We have deals with software development process and agencies engaged in a real estate sale. Base CRM is a kind of universal service because its design and functional capabilities can suit perfectly the needs of different sized-businesses. The only thing we would like to recommend is to make a comparative analysis between the different offered solutions to find out the true and most suitable on in your individual case.

Cons

We like that Base CRM provides everything necessary to get a deep insight into the program’s peculiarities and general style of work. So their trial period is really appreciated. We have zero complaints about their pricing policy and ease of payment system, that is why I haven't any cons.

Review Source: GetApp
 

Oleksandr from PVD Technology
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

I highly recommend you to try Base CRM and to implement it in the daily working process

Ease-of-use

Functionality

Product Quality

Value for Money

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

I really like new features of Base CRM, for example, smart emails, calls, and notifications. Also, the way you can get all the necessary insights, how flexible is Base CRM and how easy you can implement it to every use, all these features are amazing and make work with this platform a pleasure. The support team is also very good and friendly, it always wants to help you to solve all your problems and are online 24/7.

Cons

When I sometimes need more than one Base CRM to be opened at the same time, it starts to slow down. Also, It was hard first 2 or 3 days to get used to this program and to understand how things are working and, of course, to learn all the features and how to get more benefits from them.

Review Source: GetApp
 

Jacob from Attendí, Inc
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Former User, Would use again

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 think I well described it above but it was always positive. I loved connectivity through different regions with closers and it truly made scheduling easier.

Pros

We used base software when setting leads for Solar appointments. There was a really nice connectivity between me and the closers when I was using base. I love the idea that I can put notes on homes and have connectivity that I normally would not have had when we were using the paper method we used to use. I can slip appointments in between already scheduled appointments, just a solid product overall.

Cons

In relation to sales rabbit and other sales softwares, I loved the ability to see homes more clearly, I thought that was one thing I didn't have as much with base, it was still better in other ways though that outweighed the pros that sales rabbit brought. I would take this still over any other sales appointment software and calendaring out there.

Review Source: Capterra
 

Jonathan from DriveCentric
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Base is a solid foundation

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

Great product. Simply CRM for any small and large company.

Pros

I love Base and have used them for years! They have a very solid web and mobile application that does exactly what you need it to do, track sales! Its super easy and one that I was drawn to early in my sales career because it was so easy to get started.

Cons

I would love the ability to test more of their newer apps on a trial basis. Right now it is invite only.

Review Source: Capterra
 

Bartosz from Panoramiczna fotografia

July 2018

July 2018

Good CRM for small comapnies

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

I've used this CRM for my own company, which is one-man business. It was useful in managing all my clients contacts, deals etc. The mobile version is nicely done so nothing was annoying at all.

Cons

Actually I haven't used this in a big group so don't really know how it will be working with big amount of data. Didn't find anything wrong so far.

Review Source: Capterra
 

Vanda from Zoltar Club LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Close the deals and control them in one place

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

In our company, we must not only sell the product to people but also continue to support them all the time after that to prevent any complaints and to make sure that the same clients will return to us again and again. And Base CRM allowed us to keep the relationship with the clients for sales and for supporting in one place but for separate groups of people with different access to the certain profiles. So from one side, the sales manager see only those things that he need to see while support manager also does not get useless information for him.

Cons

I cannot say anything bad about this CRM system because I have everything that I need to work with my customers, nevertheless some additions may be added here, for example, while loadings of different pages the system can show to the users some sales advices or something like this.

Review Source: GetApp
 

Marianna from BAT

April 2018

April 2018

Simplifies day to day busines

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

Efficient, user friedly and customized to our business needs.
Customer service personnel is what exactly backoffice users need; polite, helpful and straight to the point

Cons

there are some issues syncing. More specifically we confronted syncing problems wth email and google apps, in general

Review Source: Capterra
 

Douglas from Snowdrops LLC
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Keeping the team up to date with the latest information

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

This CRM has everything I need, including a solution for targeted, personalized emails. Email tracking is great. The email integration helps to keep all things housed in one place. Also, we can see when leads open our emails, and which links they clicked. Base CRM is used across all our departments for sales forecasting and pipeline management. I guess it is very wonderful software with a great opportunity for business. Here you will found everything for marketing goals.

Cons

It would be great if the mobile application were more user-friendly. It's not bad, but not so much that our team enjoyed it with pleasure, so we do not use it very much, which keeps us more on our laptops and desktops.

Review Source: GetApp
 

Brandon from VRx3D

April 2018

April 2018

Great CRM, a ton of functionality and the user experience is quite seamless.

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

Great team collaboration and communication.

Pros

The user experience is quite seamless, also easy for new users to understand the platform with ease.

Cons

The pricing structure was disappointing, and not realistic for a lot of agencies that have a larger team.

Review Source: Capterra
 

Thomas from Mockup Science Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Make your sales team happy

Ease-of-use

Functionality

Product Quality

Value for Money

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

Base CRM is the best investments we have ever made. In every business sphere it is crucial where exactly will you invest your money and time. Development, supporting, office, materials and so on. But I believe that the most valuable part of almost every company is sales department. And I can simply explain it, if you have an excellent product but problems with sales team and equipment, there is too big chance that your product will not reach the end-user, while having medium product and monster-sales-team armed with BaseCRM success will not be long in coming.

Cons

I cannot say any definitely reasonable minuses. It was easy to set up all the requirements for the successful working process, the way of working with leads is great and you can to plug everything that you need there. Maybe it would be better to have the possibility to make big changes in our personal system by ourselves but in any case we can do that through the supporting team.

Review Source: GetApp
 

Tyrone from Harcum College
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2018

April 2018

Great modern day 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
Pros

Unlike Salesforce, Base CRM was created in the cloud. It is a great sales and client communication tool. The best feature is the mobile app for Android that integrates with your text messaging.

Cons

Base CRM is a bit more pricey than its competitors. Additionally, you have to pay for each employee that uses it as compared to paying for a group of individuals to have access.

Review Source: GetApp
 

'Rowdie' Mitch from Hill Productions & Media Group, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Really great CRM, more than I needed and more pricy than I was looking for.

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

Simple CRM, really nice app. Enjoyed using it while I did, just found a less cost solution that did what I needed.

Pros

I really liked the contact management and deals management. The reporting was amazing and it was very customizable. The integrated voice option was very nice too. UX design was great too.

Cons

I wasn't in love with switching between screens all day long. It also did have a learning curve and my employees didn't like it. Lastly, it was more money than I was looking to spend per seat.

Review Source: Capterra
 

Barry from Twang Systems
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Good CRM for small business.

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

Having good and necessary tools in my working procedures, I can easily make an effective strategy. Better communication with my customers. An open and understandable method to provide skills to new users. Rights to track details or calls. It's easy to have profile contacts. The program helps us to work on our working profession. Gives the chance to improve and increase sales in our company. We always have strong control over sales. The ability to get an important message from a conversation. We like to measure our success and make configurations and learn from our mistakes.

Cons

I would like to say, in fact, that the program really works fine. Sometimes it takes time to make the whole organization in the right format. It's not so bad, but it's better to update the program.

Review Source: GetApp
 


March 2018

March 2018

Base CRM is an awesome enterprise CRM and personal productivity tool

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

Automatic email, call, and text tracking, great full-featured mobile app, powerful and super intuitive web interface.

Cons

Lack of out of the box integrations compared to less user-friendly tools like Salesforce or Zoho, additional products from Base (reach prospecting / apollo) that extend functionality only available to larger teams

Review Source: GetApp
 

Lionel from 777 Bets
Number of employees: 201-500 employees Employees number: 201-500 employees

March 2018

March 2018

One of the best sales productivity platform

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

The thing I like the best about Base CRM is that it is so easy and intuitive to use. The email integration helps to keep all things housed in one place. In addition, it has effective contact and pipeline management. It also has a fully integrated phone system and an email and text message integration. All of which automatically log any calls, emails, or texts sent or received from leads in the database. The customer service is also great.
This is being used for our development department and for the Marketing dep. We are all of our Friends, Leads, and Orders through this system.
Base CRM is a great all-around CRM for a wide range of company sizes. If you need a CRM that integrates with your digital marketing strategy, there may be better options out there.

Cons

It would be great for the Mobile App. It's good, but it does not WOW our team, so we do not use it very much. One more thing is that tags do not always save the opportunity/lead.

Review Source: GetApp
 


January 2018

January 2018

Base is a decent CRM

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

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

Cons

It's a young company so there are some glitches/kinks still being worked out which is understandable

Review Source: GetApp
 

Daniel from Home Town Advisor
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Very streamlined and efficient, user-friendly and easy to customize, great customer service.

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 made it easy for me to customize a CRM to exactly my needs, as well as bring all the functions of my business - from calls and emails to tracking deals and closings - into one place.

Pros

I'm in the real estate field and I've used maybe a dozen different CRMs over the years, both for myself and at different companies. I've worked in Salesforce, Top Producer, and CINC extensively. I found Base on accident while I was trying out a handful of new CRMs to kick off a new independent venture, and it's easily the best one. It automatically logs a huge number of my activities so I don't have to take notes, includes a built-in phone system so I can make all calls through my computer quickly (and automatically track them), and it's really intuitive and easy to customize. Funny enough, I think one of their smartest "features" is that they give you a 30-day free trial on a full-service version of the software up front. Because it's a really intuitive system, getting a chance to click around in the CRM and test out how I would set it up made it clear quickly it was going to be an excellent option. PS - the customer service is fantastic. I'm admittedly a bit of a high-maintenance client, and they always respond quickly and with clear answers.

Cons

There are a few places here and there in the Base CRM that are missing small features - for example, there's currently no "Previous Lead" or "Next Lead" button on each lead page, you just have to go back to your lead list (similar to Salesforce). That said, none of these little features have slowed me down any, and they are extremely receptive to feature feedbacks and requests - based on their responses I'm confident that this CRM is just going to continue getting better as they continue adjusting to client feedback and ideas.

Review Source: Capterra
 

Amanda from SeatEngine

December 2017

December 2017

Ease of use and clean interface

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

I found the system to be really easy to use and integrated well with other software programs. The interface was also clean which I think improved navigation.

Cons

When my team ran into a problem with the software, customer service wasn't the easiest to get a hold of.

Review Source: Capterra