Who Uses This Software?

For leading sales teams in companies with 200-1000 employees aiming to streamline processes and accelerate sales.


Average Ratings

74 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $45.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

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

About Base

Base enables sales teams to sell more efficiently with less effort. With a powerful all-in-one CRM platform that increases rep adoption and automates data capture, sales reps get a tool that simplifies their daily lives allowing them to focus on revenue generation. Base automatically analyzes data to provide sales leaders with the actionable insights they need to coach team performance and accelerate revenue growth in a way thats measurable, repeatable and scalable.


Base Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

Base Reviews Recently Reviewed!

The product was very easy to learn and use.

Dec 07, 2017
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: Good product to keep up contacts and follow ups organized for upcoming and business that are growing

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

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
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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.

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
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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.

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

Nov 20, 2017
2/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality

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

Pros: The recording of the calls feature.

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

Great for first time use of a CRM

Nov 17, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
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Pros: voip is integrated without having to figure out some third party way of making calls, tracking the data, and recording them.

Cons: improved organization with client management. we were using excel prior and it is clunky for this purpose

Base CRM

Oct 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
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Pros: I really liked the customer support Base provided. The people that I spoke with were helpful and truly did their best to understand our companies needs. There are many resources online and as well as on the app. I really like that this company has an open API. This allowed us to maximize the tools we had to further our achievements.

Cons: The cons would be price.

Easiest CRM for on-the-go use

Oct 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
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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

Easy to Use CRM

Sep 11, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Very intuitive and easy to use for keeping your list of contacts organized during the entire sales process.

Cons: The Gmail integration currently only works with your username as email, but not aliases. Tasks could be integrated with Outlook calendar to get calendar prompts instead of email prompts.

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
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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

Great for first time implementation of a CRM

Jun 26, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
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Pros: Easy to use and great mobile app. We are still in the training process, the staff at Base has been very helpful.

Cons: Too much emphasis on tracking sales reps performance. This may be a good feature for some but not a need for us.

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
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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.

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
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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.

Base is okay. I probably wouldn't recommend them.

Jun 07, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
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Pros: I like how I can keep track of my leads. I can turn them into whatever categories I choose and I can follow them through until they become clients.

Cons: I don't like the lack of integrations. When I want to integrate with other software Base is very lacking in that regard.

Overall: I get to track my leads. That is a big deal to me.

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
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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

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. -

Still new and learning our way around the tool.

May 16, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Would have liked a little more transparency on specific features we were looking for during the sales process. Didn't feel like they were completely honest with us.

Pros: Basic features are easy to learn and understand. Great tool for organizing customer information and tracking sales pipeline.

Cons: limited storage means picture storage isn't realistic like we were told when we were getting a demo. This was a huge deal to us.

Quite intresting

May 10, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Simplicity and ease of use, I like the layout and the fact that it integrated well into my companies' system

Cons: Pricing seems a little steep for my company, could do with a little more friendly GUI apart from these works fine

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.

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.

Sales force review

Apr 06, 2017
5/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money

Comments: Good product. Poor support. We have sent a person to get certification. I would recommend sending and certifications

How it works

Apr 06, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Crm is ok to use but the support is slow and sometimes make you call tech support. WOULD LIKE IT TO BE EASIER TO USE

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
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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.

Base

Feb 23, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: It's find does the basics but I do not like that I can do much customization with the pipeline and in order to do so I have to upgrade. Same with reports, I can't pull any more data without upgrading.

Pros: Its easy of use, UXI

Cons: not being able to pull reports without upgrading, paying more money customizing pipeline beyond the basics.

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.

Great CRM Solution

Feb 01, 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: 8.0/10 Not
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Comments: I actually implemented Base CRM for a client of mine, they are a smaller firm with 10 employees but they love it and they can't function without. I would definitely recommend Base as a robust online based CRM with the great mobile app.

Base, a BASE-ic CRM with tons of capabilities.

Feb 01, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like that you can also make calls through Base.

Cons: Sometimes it can be easy to confuse personal profiles with business profiles. A hierarchy needs to be displayed easier.

Overall: It's a great tool to keep track of customers and move them through the pipeline. You can track progress, upload files, and keep records on all things done on your customer profiles.

Great features for a low price

Dec 08, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Great simple CRM.

Cons: Lacks some features.

Overall: We liked Base because it does not cost too much and it is good with history. It also plugs with dropbox which is a good feature.

Recommendations to other buyers: Take a look at the history of changes, it is useful.

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.

Love this CRM

Nov 28, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: Base CRM is an awesome tool. I've used other CRMs before, but this one is one of the leaders. It's easy to use, especially when I'm on the go. Base really helps users organize client info provides clear data that I can use to grow my business. I love it.

Pros: A variety of tool within the software. Easy to use from my mobile device.

Recommendations to other buyers: You can't go wrong with the price. Price plans to meet your budget.

We reviewed this program ad potential new program

Oct 31, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Comments: This program was unfortunately not the program for us. I have nothing good or bad to say about this company, it was just not the company for us

Used for Two Years before Switching to Salesforce

Oct 31, 2016
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Our company - a smaller startup at first - used Base for two years and I loved the interface and overall functionality. We only switched to find a better option for a service such as ourselves. Base seemed to cater more to product industry.

Pros: Easy to use. Minor functionality issues.

Recommendations to other buyers: Does't work well with services long term.

Very strong CRM/ Sales Tool

Oct 14, 2016
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: This is the best out of the box tool I've used. The reporting capabilities are endless and incredibly strong but I think we like it best because the reps actually use it.

Pros: Strong mobile app... you can geolocate/get directions right from your phone. The reps like being able to "talk" their notes into the phone right after meetings rather than type.

Cons: May have been a learning gap... companies vs people in the contact section.

Recommendations to other buyers: If you want to understand your sales team, process and performance, this is a great tool

Positive Experience

Sep 28, 2016
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: The real time data synch is efficient and easy to use. I would recommend it for all companies looking for a simple and easy to use solution.

Cons: The amount of time it took to learn but once you have it down it is a very efficient and effect CRM solution.

Recommendations to other buyers: Really think about how you can track your team activity and the efficiency that comes form organizing it.

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.

Base is a great system

Sep 08, 2016
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Its easier to use than most software. Its very intuitive and has a short learning curve.

Cons: The icons on the left side are a little difficult to decipher

Recommendations to other buyers: Make sure its easy, but more importantly, intuitive to use!

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.

Why should you use BASE for you sales process?

Sep 06, 2016
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: User friendliness User interface Ease of use Highly configurable to you sales process Great support team Super affordable Great reports for sales Finally, click in phone dialer!!

Cons: Maybe the product should have more automated workflows

Recommendations to other buyers: I recommend it for any small to medium business! Look at their blog and people posted a few recommendations on how to improve the product. But ultimately product is superb and in my opinion beats vendors like SalesForce.

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.

Team collaboration

Aug 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: From a team leadership perspective, Base CRM's ability to collaboration and seamlessly integrate in various aspects of a sales team are truly outstanding. It certainly has the ability to amplify your market influence if fully implemented with it real time data.

Pros: Base have keep it simple!

Recommendations to other buyers: If you looking for a simple seamless app to integrate into your business. This is certainly my recommendation.

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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Extremely
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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.

Review of Base CRM

Jul 20, 2016
3/5
Overall
3 / 5
Ease of Use
2.5 / 5
Features & Functionality
3 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
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Pros: I liked their ability to integrate with Google, particularly Calendar and Gmail.

Cons: While it is a great product for conventional use, it seems to be more for a traditional product versus a continual subscription-esque service. It wasn't able to categorize the inputted data like we would have wanted.

Recommendations to other buyers: Know what type of categorizing of date you will need. If it is a traditional sales product, than this will work great. If you need something beyond conventional input, than maybe not for you.

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.

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.

Great CRM

May 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
3 / 5
Value for Money

Comments: At my company we use Base CRM to keep track of notes, schedule appointments, create tasks, keep track of deals and more. It's very easy to use. We work with hundreds of media stations. Base helps us keep track of what each station is doing.

Pros: I really like the email integration. It's nice to see email threads in the notes.

Cons: I wish the mobile app was as easy to use as the desktop.

Easy CRM

Apr 11, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Value for Money

Comments: Base is great for organizing your sales contacts and related notes/channels. Easy to use and effective, this app is key to staying on top of a long list of contacts at various stages of the sales process.

Pros: Easy to use and navigate

Cons: Could allow easier integration for photos

Up and coming CRM software

Mar 08, 2016
3/5
Overall
4 / 5
Ease of Use
2.5 / 5
Features & Functionality
3 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Pros: The layout is simple and straightforward. Pretty clear, and, aesthetically speaking, well done! Really enjoyed working with the team to get Base CRM implemented. Super helpful customer success manager + engineer!

Cons: There were certain contingencies we required upon acquisition and they were promised to be done within six weeks. That never happened. There were several other aspects that we needed, were promised, and subsequently never delivered (we've had Base for over 9 months to date). For data import it was fairly easy, but record sanitization was not simple. The way duplicates were (and were not) matched were really difficult to the point where we built out own system outside of the CRM to sanitize.

Recommendations to other buyers: They are up and coming. I really do believe they'll make it in a few years, but you need to decide what is crucial today, what you'll need in the near term, and what's nice to have. I'm not giving out any special wisdom or relevation¿that's true of all software (and other purchases) in life!

Visual and easy to use

Jan 14, 2016
4/5
Overall
4.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: UI very simple that makes easy to use for c-level manager. Reactive in the feedback when asked.

Cons: Email sender tool can be integrated in a better way, you can't answer email in a super easy way.

Recommendations to other buyers: Check immediately the possible integrations with different tools to automatize the integrations as much as you can.

#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.

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.

Mixed, some very good features, but also poorly designed

Oct 13, 2015
2/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
Likelihood to Recommend: 2.0/10 Not
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Pros: Easy to use, quickly implemented, reasonably priced

Cons: 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.

Recommendations to other buyers: Check the integration and support very thoroughly.

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 UX design

Jun 18, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I picked Base for two reasons: a) it looked and felt nice b) it handled VoIP calls very well

Pros: VoIP calling is fantastic with great reports.

Cons: It doesn't sync social very well The in app email system could be better

Super for mobility

Apr 16, 2015
4/5
Overall

Comments: Base CRM has the best mobile apps seamless integrations with phonecalls, emails. Best feautures are Contactclipper, Outlook plugin, gmail support and superb integrations with other webbased apps. like Zapier, mailchimp and so on. Premium plans with full data reports give salesmanagers totalt controll of salesteams. Why not 5 stars? It´s not a full SocialCRM, and currently not supporting multiple pipelines (coming feature though)

Pros: Mobile Apps Phone integration Contactclipper Outlook plugin Reports

Cons: Lacks Social integrations Projects or campains

All in one place

Mar 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Excellent function for rapid knowledge about your customers in one moment if you are away.

Cons: I can't import contacts from iPhone. The software asks me for CSM format and from iPhone contact vcard.

Recommendations to other buyers: Needs a little time to boot and the data input. You don't need extra training. It all runs intuitively.

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.

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.

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.

We love Base

Feb 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We switched to Base from an internal system and the results have been great. We're big fans of Base at Expensify.

Vendor Response

by Base on April 30, 2015

Thanks for the review Ryan!

Streamline your business

Dec 18, 2014
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: It's simple to use! It works with Google calendar so I can set multiple reminders for events. It's a big bang for the money!

Cons: I'm hoping that a default reminder time for events will come soon.

Recommendations to other buyers: Buy it. The product is well worth the small price. Pay up front for a year and save!

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.

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)

it's useless

Mar 20, 2013
1/5
Overall

Comments: You can only watch current tasks and deals, nothing more, it's useless

Great App

Mar 13, 2013
5/5
Overall

Comments: Great app. Simple & easy, can't wait for new features.

Opportunity Management for Sales Experts

Sep 11, 2010
5/5
Overall

Comments: great design, very intuitive, very fast and cool reportings. Processing to add customer or tags much fast then salesforce

Pros: great design, very intuitive, very fast and cool reportings. Processing to add customer or tags much faster then similar applications.

Cons: Invoicing function is missing

Jul 20, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Apr 27, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support
4 / 5
Value for Money

Mar 30, 2016
5/5
Overall
4 / 5
Ease of Use
3 / 5
Customer Support
4 / 5
Value for Money

Feb 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Feb 18, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support
5 / 5
Value for Money

Jan 25, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Aug 13, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Aug 01, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Jul 17, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money