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.

Sales rep dashboard
Sales rep dashboard

Sales rep dashboard

Sales conversion

Sales conversion

Web mailman

Web mailman

Base voice

Base voice

Mobile notifications

Mobile notifications

Mobile geolocation

Mobile geolocation

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8



111 Reviews of Base

Overall rating

4.5 / 5 stars

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Showing 1 - 20 of 111 reviews

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Jacob from Attendí, Inc

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Former User, Would use again

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

Chris from Self Employed

Industry:  Insurance

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Good all in one platform

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

Industry:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

I implemented and used Base

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

Jonathan from DriveCentric

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Base is a solid foundation

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

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Good CRM for small comapnies

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

JASVIN from University of Nevada-Las Vegas

Industry:  Education

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Top 10 to recommend

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

Industry:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Functionality

July 2018

My favorite CRM

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

Industry:  Consulting

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Great CRM for the Value

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

Vanda from Zoltar Club LLC

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Close the deals and control them in one place

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

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Simplifies day to day busines

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

Jasper from 24

Industry:  Software / IT

Number of employees:  51-200 employees

Ease-of-use

Functionality

April 2018

Very good tool if you are an independent sales rep.

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

Douglas from Snowdrops LLC

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Keeping the team up to date with the latest information

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

Ease-of-use

Value for money

Customer support

Functionality

April 2018

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

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

Gregory from Infinity

Industry:  Healthcare / Medicine

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

A very nice sales pipeline with nice editing and filtering features

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

Thomas from Mockup Science Inc.

Number of employees:  51-200 employees

Ease-of-use

Value for money

Functionality

April 2018

Make your sales team happy

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

Said from Flavourtech

Industry:  Manufacturing

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Functional and Smart

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

Tyrone from Harcum College

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Great modern day CRM

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

Ease-of-use

Value for money

Customer support

Functionality

April 2018

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

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

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Good CRM for small business.

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

Chris from Funding Innovation

Industry:  Retail

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Bait and Switch - Caution

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

Displaying 1 - 20 of 111 reviews