Base CRM Review

PROS: For me, the plus points of Base CRM are it offers fantastic features and an amazing mobile experience at an affordable cost.

CONS: I have no issues with the CRM software. But I would like to see iOS map integration in the "Location" part of the calendar. I can simply tap on the address to open the Maps app which would help me to find my destination easily.

PROS: I love that though Base CRM is a simple tool it also offers robust features that are continually improved. I can easily add features, users, and fields. I can log activities, make calls from the application, and record them for management and training purposes. Finally, the mobile app helps me be productive on the go.

CONS: I would like to see the following improvements: A duplicate field is created when importing and merging data. A true merge should be allowed that creates only one field. Second, I would like to change a field type after creating it. For example, if I erroneously label a numeric field as text, I should be able to change it later. The reporting feature is robust, but it should be easier to customize it. I also want to know the criteria that is used to create standard reports. When I am in a company/contact, I would like to see the title and other details of employees so that I can decide whether I need to click through to contact them. These are minor changes I would like added to an otherwise top class application.

PROS: I love the clean user interface that is simple to navigate. The iOS app is the same. Other CRMs look complicated and confusing and are difficult to use which affects adoption. But no setup was needed for Base CRM. We paid the subscription and started using the system and there was no learning curve. The email tracking and executive reporting features are top notch.

CONS: The major drawback is there is little automation. I cannot implement a followup scheme for my team so I don’t know if our sales reps are following the mandated procedures. This means I have to spend a lot of time manually looking through sales reps’ data to ensure everybody is following instructions. Some other CRMs help you to create workflows, prompts and detailed work plans for each day. This is a strong process that removes subjectivity and tells sales reps what tasks to do every day.

PROS: In my opinion, Base CRM is an excellent management app for companies that have offices in multiple locations. You can use it to manage all projects in one place and its keeps all employees in the loop about all project deals and details.

CONS: Base is a top class product overall. The only glitch is the app loads slowly on my mobile phone when I am on the road and try to access the app using the cellular network.

PROS: I love that Base CRM offers a Windows phone app. We are using Windows phone and MS Office 365 and I appreciate that the vendor supports the Windows phone application. This shows that they understand market trends and needs. We have smoothly integrated Base with the other business apps we use which has made it easy to track everything. I also like the communication features and email integration. Finally, it is fantastic that the vendor takes to care to continually evolve and improve the solution.

CONS: I have no complaints at all. The product offers many useful features and it performs all the tasks as advertised.

PROS: I simply love the amazing features and it is easy to set up contacts and follow ups. The app is much easier to use compared to other software I used before. I appreciate that the mobile version is offered free. Plus, Base CRM works smoothly with my email.

CONS: It is a drawback that the computer-based version offers more features. But I don’t have any complaints about this app as it seems to be better than other CRM systems I’ve used. Base CRM is useful as it offers what I need.

PROS: I love that Base CRM offers me great mobility. I can have the info I need on my desk and in my hand any time. I need to pay just $15/month and it is even cheaper to opt for the two-year package. This is a big saving for me as I was paying more than $40/month for another CRM app and it didn’t even offer an integrated calendar.

CONS: I would like to see a couple of software features included. One is the app lacks a default setting for reminders. I would like to have a 15-minute reminder for all new events as I have a Google calendar link that sends me one day and one hour reminders. The second is I would like to use a simple to-do list of general work to be completed that isn’t linked to a person or business.

PROS: I love that Base CRM’s layout is easy to navigate. I can set up my pipeline any way I want. The email integration is smooth. I can easily add leads, contacts, and deals, and add documents to each contact and deal. Finally, it is easy to customize the app for our needs.

CONS: Base CRM offers a few similar features that are unnecessary, for example, Tasks and Appointment, and Leads and Contacts. I know they are different but they create a lot of extra work for me.

PROS: There are many features I love such as the simple user interface and easy linking of my email. The app is easy to customize. I appreciate the keyword tagging feature and the app asks you why you lost a deal. These are important features as they help you track the area that is giving you deals so that you can focus more on this lead generation area. For example, if you get a lot of leads from a specific networking group you can focus more effort on them. If you are not getting much leads from them, you can re-consider spending your valuable time on them.

CONS: Many CRM systems lack integration with LinkedIn. I would like to make full use of my LinkedIn account. But they have limited access to the API which means they cannot integrate with many CRM apps.

PROS: I think Base is an awesome application. We tried out Bitrix, Pipedrive, and Microsoft Dynamics, but we got what we needed only with Base. I appreciate the robust reporting, affordable VoIP costs, out of the box features, modern user interface, and minimal approach. Plus, it smoothly integrates with email. I recommend this app to all startups.

CONS: The storage space is limited and needs to be increased. We should be given the options of integrating useful features like intranet and project management even if it costs extra. To be fair, Base is a good app for sales.

PROS: I simply love Base CRM’s mobile features which are the best I have seen in all the CRMs I have used. The Google Apps integration is quite useful. Base is very easy to use. I appreciate that the vendor makes the effort to continuously implement useful new updates.

CONS: The vendor could improve the document storage and reporting features as they are good but could be made great. Plus, they should add project management features to make the CRM more compete.

PROS: I love that Base is very intuitive. The solution offers 90% of the features out of the box and you don’t have to worry about added set up. The intuitive screen design is fantastic and presents all the required info on the screen. I can control the platform with a single finger and work on it as I sip coffee.

CONS: I don’t have any gripes. I appreciate that Base takes full contact details from LinkedIn (you need to install their browser widget for this). This saves a lot of time for me and I can stay updated with my vendors, clients, and prospects via social media. I wish the CRM could also collect contact info from emails which would save me more time.