Base CRM Reviews

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.

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.

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)

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.
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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.

Pros

The thing I like the best about Base CRM is that it is so easy and intuitive to use. The email integration helps to keep all things housed in one place. In addition, it has effective contact and pipeline management. It also has a fully integrated phone system and an email and text message integration. All of which automatically log any calls, emails, or texts sent or received from leads in the database. The customer service is also great.
This is being used for our development department and for the Marketing dep. We are all of our Friends, Leads, and Orders through this system.
Base CRM is a great all-around CRM for a wide range of company sizes. If you need a CRM that integrates with your digital marketing strategy, there may be better options out there.

Cons

It would be great for the Mobile App. It's good, but it does not WOW our team, so we do not use it very much. One more thing is that tags do not always save the opportunity/lead.

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.

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.

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.

Pros

In our company, we must not only sell the product to people but also continue to support them all the time after that to prevent any complaints and to make sure that the same clients will return to us again and again. And Base CRM allowed us to keep the relationship with the clients for sales and for supporting in one place but for separate groups of people with different access to the certain profiles. So from one side, the sales manager see only those things that he need to see while support manager also does not get useless information for him.

Cons

I cannot say anything bad about this CRM system because I have everything that I need to work with my customers, nevertheless some additions may be added here, for example, while loadings of different pages the system can show to the users some sales advices or something like this.

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 .

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.

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

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

Pros

Base CRM is the best investments we have ever made. In every business sphere it is crucial where exactly will you invest your money and time. Development, supporting, office, materials and so on. But I believe that the most valuable part of almost every company is sales department. And I can simply explain it, if you have an excellent product but problems with sales team and equipment, there is too big chance that your product will not reach the end-user, while having medium product and monster-sales-team armed with BaseCRM success will not be long in coming.

Cons

I cannot say any definitely reasonable minuses. It was easy to set up all the requirements for the successful working process, the way of working with leads is great and you can to plug everything that you need there. Maybe it would be better to have the possibility to make big changes in our personal system by ourselves but in any case we can do that through the supporting team.

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. :(

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.

Pros

This CRM has everything I need, including a solution for targeted, personalized emails. Email tracking is great. The email integration helps to keep all things housed in one place. Also, we can see when leads open our emails, and which links they clicked. Base CRM is used across all our departments for sales forecasting and pipeline management. I guess it is very wonderful software with a great opportunity for business. Here you will found everything for marketing goals.

Cons

It would be great if the mobile application were more user-friendly. It's not bad, but not so much that our team enjoyed it with pleasure, so we do not use it very much, which keeps us more on our laptops and desktops.

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.

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.

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.

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.

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.

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.

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.