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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

108 Reviews of Base

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  • Jonathan from DriveCentric

    Number of employees: 11-50 employees

    August 2018

    Base is a solid foundation

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bartosz from Panoramiczna fotografia

    July 2018

    Good CRM for small comapnies

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • JASVIN from University of Nevada-Las Vegas

    Specialty: Education

    Number of employees: 10,000+ employees

    July 2018

    Top 10 to recommend

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Doug from 702 Solutions

    Specialty: Consulting

    Number of employees: 2-10 employees

    July 2018

    My favorite CRM

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Kyle from Automotive

    Specialty: Consulting

    Number of employees: 11-50 employees

    June 2018

    Great CRM for the Value

    Ease-of-use
    Functionality
    Quality
    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!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Vanda from Zoltar Club LLC

    Number of employees: 11-50 employees

    May 2018

    Close the deals and control them in one place

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Marianna from BAT

    April 2018

    Simplifies day to day busines

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jasper from 24

    Specialty: Software / IT

    Number of employees: 51-200 employees

    April 2018

    Very good tool if you are an independent sales rep.

    Ease-of-use
    Functionality
    Quality
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Douglas from Snowdrops LLC

    Number of employees: 51-200 employees

    April 2018

    Keeping the team up to date with the latest information

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Brandon from VRx3D

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Gregory from Infinity

    Specialty: Healthcare / Medicine

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

    April 2018

    A very nice sales pipeline with nice editing and filtering features

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Thomas from Mockup Science Inc.

    Number of employees: 51-200 employees

    April 2018

    Make your sales team happy

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Said from Flavourtech

    Specialty: Manufacturing

    Number of employees: 51-200 employees

    April 2018

    Functional and Smart

    Ease-of-use
    Functionality
    Quality
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Tyrone from Harcum College

    Number of employees: 201-500 employees

    April 2018

    Great modern day CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • 'Rowdie' Mitch from Hill Productions & Media Group, Inc.

    Number of employees: 11-50 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Barry from Twang Systems

    Number of employees: 11-50 employees

    April 2018

    Good CRM for small business.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Chris from Funding Innovation

    Specialty: Retail

    Number of employees: 11-50 employees

    April 2018

    Bait and Switch - Caution

    Ease-of-use
    Functionality
    Quality
    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!

    This review was submitted organically. No incentive was offered
    Review Source
  • Verified Reviewer

    Number of employees: 201-500 employees

    March 2018

    Base CRM is an awesome enterprise CRM and personal productivity tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Lionel from 777 Bets

    Number of employees: 201-500 employees

    March 2018

    One of the best sales productivity platform

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Brian from My Solution Advocate

    Specialty: Education

    Number of employees: 2-10 employees

    March 2018

    The Base CRM app is for the truly organized.

    Ease-of-use
    Functionality
    Quality
    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 .

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
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