Zendesk

Zendesk Sell


4.5 / 5
113 reviews

Who Uses This Software?

For B2B Sales Leaders leading 20-250 salespeople


Average Ratings

113 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $19.00/month/user
  • Pricing Details
    Up to 3 users
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Zendesk
  • www.getbase.com/
  • Founded 2008
  • United States

About Zendesk Sell

Zendesk Sell is sales CRM software that helps you win more deals. With a powerful all-in-one sales platform that increases adoption and data capture among reps, Zendesk Sell provides sales leaders with the actionable, quantifiable insights they need to accelerate performance and grow revenue in a way that's measurable, repeatable and scalable. The Zendesk team will get you up and running immediately, with 70% of Zendesk Sell customers up and running in 7 days or less.


Zendesk Sell Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quote Management
  • Sales Management
  • Scheduling
  • Time Management
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Auto-Dialing
  • Call List Management
  • Call Recording
  • Campaign Management
  • Dashboard
  • Data Management
  • Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Performance Management
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

Zendesk Sell Reviews Recently Reviewed!


Base is the CRM I decided to commit to using, and overall, I'm very happy with it.

Jun 13, 2017
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The best thing about Base is that it works. I tried free trial versions of a couple of other CRMs and my first big test was importing data and mapping it. The very first time I tried this with Base, it worked without a hitch. The other CRMs I tried hit some kind of a snag. I'm sure I could have contacted support or messed with them and gotten then to work, but what's the point when Base worked right the first time?

On a side note, it's been my experience with almost all software that you get what you pay for. Base isn't cheap, but I also never have a problem with it. Again, you could find a cheap or even free CRM and make it work, but at what cost? Time? Aggravation?

The second reason I chose Base is because voip is integrated without having to figure out some third party way of making calls, tracking the data, and recording them. With Base, you have everything you could want in terms of a sales CRM.

Lastly, the reports are awesome. They give you any kind of info you could want.

Cons: In my list of pros, I mentioned that everything you could want in a sales CRM is built into Base. However, on the marketing side, it leaves a lot to be desired. I'm a one-man operation so I'm doing all of the sales and marketing myself.

My solution was to get the minimal ActiveCampaign account they offer and use it for my automation and marketing needs. Base and ActiveCampaign can work together using Zapier.

If you choose a higher level ActiveCampaign account, it does include a CRM with lead scoring and pipeline tracking. However, it's Mickey Mouse stuff compared to what Base can do

For example, Base's AI will actually tell you when a deal is in trouble based on the language contained within emails. It works amazingly well so you'll know right away if a potential deal needs your attention.

Another problem with Base is that they haven't improved it much. There are little things they should be able to fix right away, like having a field for a lead's phone extension. That's right, if you have a number and an extension, there's no place to enter the extension!

The knowledge base is very limited but support is decent. You'll be writing them a lot, not with technical issues, but with questions about functionality.

There's no community to speak of to after you sign up for Base, you feel like you're the only one using it.

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

Base keeps me on top of what's important. For example, I called a business to see if they were interested in my services. I was told they were interested but to call back when they planned their event in a year! It's easy to set the task to call the lead back in a year, and even better is that the phone call was recorded. I can listen back and when I follow up, know exactly what's going on.

Base has also given me a clearer picture of which sources of leads are best so I'm able to focus on them first.

I could go on and on about the benefits of using Base. It's a huge part of my business.

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

Jan 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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.

Intuitive, User Friendly GUI and Great Service Personnel

Mar 06, 2014
4/5
Overall

Comments: I felt one of the reviews was unfair and unhelpful. I hope this will help people in their decision making. To keep the review in context, I am part of a smaller business in financial services, where client numbers aren't in the multitudes. First off, I want to say that their customer contact personnel and support team are absolute stars. Very polite and attentive, they called me up within 2 minutes of finishing the tutorial to see if I had any questions. Second, they had a walk through tutorial! Unlike Insightly or 3 of the other CRM's I tested, Base did not just leave you to test it out on your own. They populated the account with a dummy setup to more thoroughly demonstrate its uses. On completion of the tutorial, they reset the account and let me tinker myself. The interface and functionality of Base is highly intuitive. After the initial walk through, I was able to determine how to create, edit and manage all the fields, filters, contact statuses, pipeline stages, etc. Finally it has connectivity with Office 365 and allows for email syncing... (however this has not been functioning fully for me) Now some issues I ran into, the syncing of my emails to base is a bit dicey. We use office 365 and Base can connect to it to sync emails. However, my emails aren't being received in base correctly. I can send mails, individually or in mass, via Base, but my mails don't automatically sync upon receiving at all. I have to use the Base plugin on Outlook to send the appropriate mails manually. While this is inconvenient, the staff have been very helpful and are working on it. Hopefully there is a resolution to this inconvenience.

Pros: - Intuitive, User Friendly and generally refreshing to work with - Great tutorials and educational content via their blog - Support staff are attentive and helpful - Offers office 365 email connectivity (BIG +++)

Cons: - Email Syncing is not working as intended (however this could be an isolated issue due to something on my end - currently troubleshooting)

Solid SMB/SME CRM. Reports are lacking but otherwise great UX

May 17, 2017
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: - Direct mail integration (no bcc required) saves everyone a world of hassle - Very easy to create customized lists of deals - Mobile app is very, very good - Easy to customize deal page with relevant info including "smart links" to 3d party sites - Decent UI and easy to understand - Integrated Dialer would be great if we weren't already using Dialpad - Quick onboarding, decent SFDC import - Zapier integration

Cons: - Reporting is completely inadequate: - No good way to report on lead sources - No way to report on leads by assignee - No way to create new reports if the pre-made ones don't do enough for you - The UI is surprisingly slow. Like, a-full-second-for-a-simple-lookup slow. This is not a complete dealbreaker, but is pretty irritating - Associating contacts to deals doesn't associate your comms w/them to the same deal, so if you have a lot of back and forth with someone about a deal, but forgot to add them to that deal in Base, you won't see the communication on the page for that deal. -

BASE CRM: Love it!

Nov 25, 2015
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Recommendations to other buyers: Be sure the CRM you evaluate has the features you need, yet isn't overwhelming. I've used Sales Force in the past, which required a few team trainings, was very complicated, and we spent lots of time just trying to figure out how to use its basic features. That program had so many features we never used, and it was extremely expensive. ACT was too simple.

Very useful app !

Sep 12, 2016
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

Pros: 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.

Cons: 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.

Recommendations to other buyers: I have not tried other CRM, so I cannot compare. However, that CRM has been a revelation to me. I could no longer work without it. I highly recommend it.

Easy to use, full-featured CRM

Jun 10, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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

Cons: 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.

Overall: 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.

Capterra loader

Former User, Would use again

Oct 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

The Base CRM app is for the truly organized.

Mar 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: 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 .

Base Crm

Feb 02, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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.

Pros: 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.

Cons: 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.

Recommendations to other buyers: If you are looking for a system to easily track all calls and communications with clients, Base is it. As with most CRM, the data is only as good as what you are entering and if you do not have someone actively monitoring the final sales numbers and updating each client, your reporting features will not be correct.

Easiest CRM for on-the-go use

Oct 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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

BASE

Sep 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's easy to use. You can sync on mobile devices and desktop computer. It's great for groups and team work. Base works very well on a mobile phone, in my case an iPhone. It's very easy to navigate between the dashboard, to the leads, contacts deals tasks calendars and reports. you can even enter your email setting to save every email in the system regardless of where you send it from. Even when emailing from your computer software like Outlook or Mail, Base will grab this email and include it in your Base database.

Cons: Google apps sync is really bad, users all over the world complain about the very poor solution it

Fantastic CRM

Aug 25, 2016
5/5
Overall

5 / 5
Ease of Use

2.5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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. :(

Recommendations to other buyers: Make sure that you check with you engineering team before buying. Switching CRMs can be time consuming, so make sure you are looking to your long term goal. I will tell you though, if ease of use was the only concern, no one would use Sales Force. Base is beautiful and can be learned in an hour of use.

Very friendly UI, great software and can be customized

Jun 03, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Zendesk sell have been one of the best CRM software that I have tested and used in the past. It has very friendly UI and can be customized to your liking. The best part that i liked about Zendesk sell was that it was able to be linked with microsoft office which allowed connection to emails and calendars (sync and will remind you if you have a reminder placed). It also can be implemented onto mobiles which is useful at times and from experience, the mobile app is superb. No issues whatsoever with the mobile app and doesn't lack the functions it have on a desktop. Pricing for this product is very affordable for what its got to offer.

Cons: One major issues I find with this software is that syncing issues for emails and messages are not that optimised and is currently very buggy. It would be great to see this issues rectified in the near future.

Overall: Overall this product is great and I do recommend it to others.

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

Nov 24, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Great modern day CRM

Apr 07, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Great Sales Tool

Feb 13, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Comments: Ultimately, we love it and would recommend to anyone.

Pros: 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.

Cons: 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.

Goof value, great service

Dec 19, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

Great Tool for Keeping All Your Clients Together

May 01, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Really comprehensive. I found myself adding things to client profiles, interactions, and deals just to fill in and use all the features! Really fantastic for keeping everything related to a client and their deals organized.

Cons: Some things are too specific and didn't fit perfectly with my work flow or type of business. The Client Space, while a fantastic idea, needs work. It's a bit user unfriendly on the client side. Also, it's pretty ugly which is a shame since the rest of Base looks so good.

Great CRM

Dec 05, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: The mobile app is awful and rarely works.

Overall: 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.

Recommendations to other buyers: Nothing, just improve the mobile experience.

improving now that it is merged with zendesk

Jan 18, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: cost effective way to do customer management

Cons: features difficult to use or we don't even know they exist without a lot of digging. Changes are never announced in a way where we know what new features are launching

Overall: in the past it was a love hate relationship. Now that they are merged with Zendesk it is getting much more positive.

Base CRM review

Dec 18, 2014
5/5
Overall

5 / 5
Ease of Use

4.5 / 5
Features & Functionality

4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: It's easy to use. You can sync on mobile devices and desktop computer. It's great for groups and team work. Base works very well on a mobile phone, in my case an iPhone. It's very easy to navigate between the dashboard, to the leads, contacts deals tasks calendars and reports. you can even enter your email setting to save every email in the system regardless of where you send it from. Even when emailing from your computer software like Outlook or Mail, Base will grab this email and include it in your Base database.

Cons: I haven't had any problems with Base, short of the speed in which it was working on cellular network. At first I needed to clarify myself with the terminology they use (i.e. what's the difference between a lead and a contact.) However, once I realized how they think about it and present it in the software, it all made sense.

Recommendations to other buyers: Try it out. Once you get used to working with it, it will be very hard to work without it. One of the best things about Base is the way you can see the Sales Pipeline right in front of you at all times, so you can see how close or far you are from reaching your monthly or quarterly goals. The way you convert a lead to a contact is a snap. For those who aren't sure yet, check it out on YouTube. They have many videos explaining Base.

Easy Set-up and Very Functional

Dec 27, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

I implemented and used Base

Sep 26, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Everything I have ever wanted in A CRM

Sep 07, 2016
5/5
Overall

4.5 / 5
Ease of Use

3.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: 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.

Recommendations to other buyers: Make sure you do your research ahead of time, or you can find yours back pedaling up a steep mountain. Compare costs, and evaluate what your team will need 5 years down the road.

Base CRM is an awesome enterprise CRM and personal productivity tool

Mar 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

I am glad i found base

May 25, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I found base to be extremely easy to use. It had all the essential features of a SALES focused CRM. We do a lot of direct mail marketing so it was important that we had a system that allowed us to easily maintain various contact list and tag them appropriately

Cons: Although it is a Sales focused CRM i would at least like to see the ability to group leads or contacts into campaigns in the future. Right now we accomplishing this by simply adding tags.

Overall: Full featured CRM for a fraction of the cost

Excellent CRM

Nov 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This product was the 4th CRM our company tried before we found the customization we were looking for. This program currently manages customer contacts and all job information for 7 different construction supply companies under our umbrella. We couldn't be happier!

Cons: They will customize A LOT...However, some things they just aren't willing to change. I understand, but it can be a little disappointing.

Capterra loader

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

Apr 16, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: Great team collaboration and communication.

Easy, convenient, effective

Dec 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: All the information for a client is stored into one. You can see if an email was sent outside of Base or if an email that was sent from Base was opened and if so, how many times.

Cons: It does sometimes shut down and if so it does for hours. Believe they may have fixed the glitch though as it has not happened in some time

Overall: Information all in one. Easy access to notes. Email synced to notification for appts or follow ups.

My favorite CRM

Jul 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

Excellent solution

Jun 28, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The user interphase, ease of integration with Google Apps, the platform and the price.

Cons: The steep increase to get the professional suite of tools.

Overall: Base is a very intuitive, easy to use, CRM. It has a very streamlined sales pipeline interphase, a simple contact managment data entry format and custom data fields that are simple to set up and very useful for tracking unique datasets.

Recommendations to other buyers: I think this is an excellent solution for start-ups, with room to grow and an extremely shallow learning curve.

Base - a good product for small companies

Mar 13, 2015
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: Base is really simple to use and has invested a lot in continuously making the user interface clean and intuitive. We really like the visualness of watching deals move through the pipeline.

Cons: At the time of our use, it lacked some of the more sophisticated reporting you would find in some of the major CRM providers. We found it difficult for each functional area (Sales, Account Relations, Support) to use - it served better as a deal tracking tool.

Recommendations to other buyers: I would encourage anyone evaluating Base to think through your company growth and future potential needs of a CRM. It was great in our early days and really helped us build and structure our pipeline; however, I feel like we outgrew the product as the team grew.

Capterra loader

One of the best CRM's around

Feb 12, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: We needed to find a CRM that would allow us to assign access at different levels. Other CRM's had fallen short for this.

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

Overall: 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.

Fantastic and easy to use

Feb 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I have done a lot of research and used a lot of CRM. Base far exceeds the expectations I had for it. It is extremely customizable to fit your specific needs. The interface is very user friendly and puts all of the information you want to see in one place. The customer service is fantastic. The cost is a little more expensive than some of the other CRMs. But I am a firm believer in "You Get What You Pay For." With Base you get that an more. I would recommend this to anyone looking for a quality CRM.

Pros: Easy to use, Fully Integratable with other systems through their open API. Everything you need is in one place.

Cons: Set up costs are a little high.

Capterra loader

Base is a solid foundation

Aug 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

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

Helps my sales team to manage prospects

Feb 28, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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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.

Base CRM

Apr 19, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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.

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

Cons: 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 and smart features on top of a solid CRM system

Jul 12, 2015
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: 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 or the sales funnel analysis. What makes this system very intuitive is the integration of many familiar elements, such as tags, drag and drop functionality, and smart filters.

Cons: I would consider the dashboard base's "achilles' heel". While it was not a major problem during my evaluation, it already became cluttered with updates. Unlike most of the other areas, the dashboard does not offer many visual cues that would help in getting a quick(er) overview. Qualifying my statement, the mobile applications appear to be better designed in that regard.

Recommendations to other buyers: I strongly recommend to develop a set of business cases before testing this (or really any) software, especially when you compare it to other systems. It makes it easier to quickly see differences and allows you to stay somewhat objective. When comparing platforms, I also suggest to assess whether mobile access to the CRM system is a crucial element or not. A "beautiful" app can sometimes be misleading.

Decent CRM system for small businesses with mobile app support.

Jun 30, 2015
5/5
Overall

4.5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Base CRM have a decent entry level (price and proposition) point that allows most small businesses get started with CRM. The fact that it also includes mobile app support (across iOS, Android and Windows) is commendable also.

Cons: I found the sync of contacts with the system and the plugins it uses caused a bit of my mess in my contacts. It was a minor gripe but something that over time became more tedious.

Recommendations to other buyers: Use the free trial and make sure the product does what you need it to. As an off the shelf product it can;t be tweaked too much, but from a business perspective it should fit 80% + of most needs.

Great user interface

Mar 26, 2015
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Base was intuitive to use and offered a great service with solid user experience. Rather than throwing a lot of features and functionality on a platform, Base created a sound workflow.

Cons: Base still has some catching up to do to compete with the giants like Salesforce in terms of offerings and apps. However, if the target market continues to be small to mid size companies rather than corporate giants, that may not be necessary.

Recommendations to other buyers: Put heavy consideration towards the feature sets that meet your needs when evaluating, but don't look over the usability and efficiency of use.

Ease of use and clean interface

Dec 14, 2017
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

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.

Great starter CRM for our start-up company

Mar 26, 2015
4/5
Overall

5 / 5
Ease of Use

3.5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: 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. This was the first CRM we used when we were just ramping up our sales efforts for our start-up company.

Cons: At the time, Base served our needs very well, so I don't have a "like least" comment.

Recommendations to other buyers: If you're not looking for a overly complex and expensive CRM, I would take a good look at Base. It helped us get our sales cycle going in the first year of our start-up company, which was a critical time in the success of our company today.

A very nice sales pipeline with nice editing and filtering features

Apr 13, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

easy to use

Jan 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

#1 sales CRM hands down !

Dec 24, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: As a Professional Business Technology Consultant for over 15 years, I've created, integrated and supported CRM Apps in verticals including but not limited to: Legal, Real Estate and Renewable Energy projects. Throughout my professional tenure I've not only written code but have had the experience of collaborating with EVERY SINGLE professional CRM applications on the market. My conclusion, Base CRM is THE answer to streamlining your sales & marketing processes and cycle.

Pros: SIMPLICITY SELLS! This is the genius behind Base CRM.

Cons: None that I've ever experienced in 3-4 years.

Good for product based sales, but not so much for services

Jul 06, 2016
3/5
Overall

4 / 5
Ease of Use

1.5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: It has a user-friendly interface with a good number of tutorials and webinars to help you learn the ins and outs of Base.

Cons: It is still growing to meet the needs of clients that have very specific needs with more customization. It also isn't designed for a service that has recurring monthly payments and service offerings. For example, Base itself has three paid levels. To organize a pipeline for those sales, you would either have to recreate a deal every month, or leave them in the pipeline forever. Neither of those is a great option, and the reporting features are rather useless when the latter option (which we do) is used. Since they never truly "close," since they are recurring, and even a lower level service commitment is still a revenue generator for us, the reports cannot give helpful information.

Recommendations to other buyers: Make sure that you really evaluate what you need in a CRM, and find the one that meets your business needs. For a business that just needs a simple, out-of-the-box CRM, Base is a great option. If you need some deep customizability, then you may want to look elsewhere.

Sales Pipeline motivates our sales team

Feb 13, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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

Feb 09, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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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.

The So-So CRM

Sep 01, 2016
4/5
Overall

3.5 / 5
Ease of Use

2.5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: Creating and maintaining contacts in BASE was pretty easy and intuitive. It also pretty easy to add various tags to leads/customers based upon certain sorting criteria.

Cons: BASE just lacks features. Its lacking a lot of strong integrations. Creating and building workflows/charts/stat trackers was either too difficult or unintuitive. BASE does work and serves a need, but does not work well with big data. Once our company reached a certain size, BASE could no longer support our growing needs.

Recommendations to other buyers: Check out Salesforce too. We use that now and its working wonders for us.