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.

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.

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.

The overall experience with Zendesk sell has been really good, I would recommend it.

Our team really liked this tool over salesforce. There are a ton of really great options and features, along with a pretty easy to use UI.

This is a new offering for Zendesk and the onboarding process left a lot to be desired. I do believe this will improve over time.

We were trying to integrate our sales and support management systems, but we could never get Sell working reliably enough to even start working on the support migration piece. Their support was so poor, we didn't trust them to be able to help us with our mission-critical support application.

The layout is attractive, and adding custom fields is easy.

There were lots of opportunities for this software to be a lot better than it was, and Zendesk doesn't seem to be interested in improving it. The main reason we chose Zendesk Sell was because we wanted to integrate our sales and support instances, but we were never able to get it working. It's impossible to rearrange columns in reports and you can't filter on certain things. There are simple issues, like when you export a list the FIRSTNAME and LASTNAME fields are combined and can't be separated. Their support was AWFUL; they routinely took SIX WEEKS to respond to urgent requests from us, and even then they didn't fix the problem.

It has been an amazing journey full of learning tips and easy automation.

1. It makes making decisions easy as the data needed is viewable and at a glance.2. It has intuitive sales management tools such as automated auto-messaging of customers.3. You can easily locate and keep track of leads for future sales and marketing calls.4. It enables uninterrupted workflow as the task player automates activities.5. Its email integration feature is amazing and easy to use.

1. It's a bit pricey if you want more of the advanced features.2. It has a steep learning curve which might be a discouraging factor for some.3. It does not have built-in marketing features, you will have to do the marketing yourself.

For our micro-enterprise, we consider this App as an employee who helps us to coordinate customer records. Since we are working with Base, we lose fewer customers and time to acquisition. With Google Chrome plugIn, when we are working with LinkedIn, with a single click, add a contact to lead to our database in Base CRM. This prevents us from doing it manually as before.

Time saving for lead management. Followed best customer records. Android, calls are automatically tracked and recorded in base with an option to add a note of the conversation in order to remember it and therefore continue the discussion more effectively to the next call or email.

Creating quotes directly into Base and easily exportable to Xero has to be improved because it is a useful but incomplete integration to be really effective. Management contact book between Base CRM and Xero needs also improvement.

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.

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.

I use Base daily to keep track of my notes and clients. I can upload files and import my emails so everything is in one place. Every day I go through my daily tasks and update my deals. The tool is easy to use with a lot of options.

I really like to have everything in one place. All of my files, emails, tasks, contacts, notes, everything is all connected. Having it all in one place simplifies my life a lot. I also like that you can assign things to other people.

The mobile app is awful and rarely works.

Great team collaboration and communication.

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

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

We didn't want our entry level sales reps to have access to the information for CEO's and other C-level contacts. Our old CRM didn't let us assign access. Only what people could change within a contact.

We needed to find a CRM that would allow us to assign access at different levels. Other CRM's had fallen short for this.

It's a little more expensive than I like if you want to use all the features.

The software is good in managing sales, I like the report making which you can use to create a report that can be exported for offline reading and analyzing of sales data

The tool is bought independently which makes the software to be expensive to use for smaller businesses

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.

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.

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.

Non-existent support. Sales team pretends like they have no obligation to deliver on promises. This product is NOT intended for business use. It's a liability to Zendesk.

I used this product when it was Base CRM. It was a great crm, no fluff, just basic CRM features that worked really well.

Zendesk's acquisition of this product was a disaster! They've got a bunch of bugs with bringing it into their ecosystem. It took almost a month to provision our account. Yes... we paid for a month of "we'll get it working soon, I promise!" Since then, in the past 6 months, our account has just disappeared as if we cancelled it (we paid for the year already). No login, no access to information, and no support. Support from Zendesk takes a few days per response. Getting back into our account last time took over a week. Right now, we're locked out of our CRM. It's costing us tons of money!

Flexible, scalable, intuitive CRM. I like that it integrates with a variety of other services and is easy to use. It stores a lot of information on our clients and has different alerts to remind you of events and task.

I've been using Base now for the past four years. I've found it easy to use and intuitive. It integrates with several other systems. One feature I really appreciate is how it picks up and stores emails that are sent into a person's profile wether they are sent or received either internally or externally from Base. The ability to follow a sale through its different phases is also easy to use. The mobile app works interfaces icely with an iPhone and allows you to record Actions after the call. It is well organized, scalable and offers everything a small business needs in a CRM

I wish there was an easier way to add photos to your contacts. It can pick a photo up if you have some social media information, but I have found the process cumbersome.

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.

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

BASE is clean and simple, yet powerfully effective as a CRM. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. It allows you to tailor your database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited / private, or made public for the entire team to access. I feel like it's hip and cutting edge product; not at all stuffy.

The one complaint I have is when you do talk to a team member over the phone, there's a lot of background noise in their office. I also wish some of the commonly-used fields would transfer to new Contacts, like Phone Number and Industry so that those don't have to be retyped with new contact entry.

Ultimately, we love it and would recommend to anyone.

We love the app and the ease of use. It has been great for tracking sales and tasks associated with closing deals. It's also been great for ensuring collaboration and keeping everyone in the loop.

When we do have technical issues (which is rare) it can sometimes take a full business day for support to respond. Not a huge deal because nothing is ever business-critical in nature, but it would be nice if they had a chat feature to live chat about quick questions.

Terrible. When it was BASE CRM the customer service was flawless now since zendesk took over there is little to no support. We dont even have a number to call.

its easy to use but lacks common functionality

lack commonly functionalities other CRMs have Poor reporting and extremely expensive for the poor reporting

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.

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.

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.

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.

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. :(

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.

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.

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.

What I liked best about this app is that it is fully integratable with other systems, and has great native mobile apps.

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.

Beautiful interface, but very difficult to operate.Difficult to find things at least at first sight. My usage is Pipedrive, Hubspot and Sales Force. Here it is difficult to make it flow. But it might be my little experience in this specific tool.

Clean interface.It is within a super strong suite, remember me Netsuite in the 2010, getting super strong in sales and customer support, as Sales Force in the early days. Good potential.

Really not intuitive.Great difficulty in the beginning to understand how to create a company, contact or a deal. It seems that things are hidden.

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.

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.

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

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

Easy to use, quickly implemented, reasonably priced

Google apps sync is really bad, users all over the world complain about the very poor solution already since 2013 but base doesn't do anything about it. This and some other major issues led us to change to another solution. Support and online tutorials is also not satisfactory. Base tries to sell you something really hard and they don't care about their customer base.