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Base CRM Review

Base CRM
Our score: 9.2 User satisfaction: 98%

What is Base CRM?

Base CRM is one of the leading CRM apps currently available on the market.

The list of reasons behind those awards is quite long, as Base CRM helps to significantly improve your team’s sales productivity, and provides you with the sales tools necessary to grow your business. It allows you to improve your business relationship with customers by storing and syncing all emails, call records and recordings, and notes you’ve shared with them and your partners. You can also customize sales stages and work with your team on various opportunities, activities, and notes. To make matters even better, Base also helps you with leads and assigning them to the right sales reps. Likewise, it makes it possible to quickly look at strengths and weaknesses in your business workflow to boost sales performance and forecast sales.

You can access the application even if you are away from your business—Base’s mobile application will ensure you are still on top of your business even if you are on vacation or on a business conference anywhere in the world. You can track your productivity and boost sales 24/7, as Base offers separate, dedicated apps for all types of mobile devices. Another important advantage is that Base CRM can be synced with various programs and third-party apps such as Outlook and Gmail to streamline your data which you can parse and filter. In addition, you can use Base in social networks to interact with your customers in a more familiar way.

The pricing scheme is flexible as there are three separate plans to meet the needs of different businesses. Startups and small companies can hit off with their Starter package ($25/month), while enterprises get a fully-featured, all-in-one sales suite for $125 per month. A great 14-day free trial is also available to all users interested in test-driving the system first, and there is also the possibility to contact a sales expert and have your questions answered before you’ve completed the purchase. Support is generally an important highlight of this system, having in mind that tech experts are always a phone call away from answering questions that may come up.

Overview of Base CRM Benefits

How exactly can Base improve the performance of your team? Our experts have enough ground to agree that the system has what it takes to be qualified as a frontrunner, and that’s exactly because of the benefits often associated to it. Let’s take a detailed look at the effects of Base on business productivity:

Successful lead collection and scoring

Base’s team understands the hassle of using several systems to communicate, sell, and manage productivity, which is why it hooks up all of your functionality in a single platform. It can be your CRM and sales system all in one, and will allow you to connect it to your email providers, phone dialers, scoring and reporting packages, and much more.

Quality sales performance

Base can significantly boost your team’s sales productivity by giving you a fully-featured set of core sales tools. It also includes a sales tracking solution allowing you to customize sales stages according to your needs and easily track opportunities. All sales deals are stored and categorized in the Sales Pipeline section, where you can customize them, and add leads, records, and collaborators upon need. Another handy possibility is to import you CSV data files, and then map the fields with Base CRM fields to determine a match. The system will do this automatically, but you can also manually add as many fields and records as you want.

Simple and intuitive interface

Another distinctive advantage of this system is that users will not have a hard time navigating through its user-friendly dashboard. Simply put, no programming skills or knowledge are required for you to operate Base. The functions are intuitive and features are familiar, so that even least savvy users would benefit from it to improve their profit rates. Same goes for importing/exporting data, and connecting this system to third-party apps and services.

Predictable revenue goals and accurate forecasts

Base makes it easy to set up revenue goals for you and your entire team. With Base CRM, there is no more confusion or misunderstanding about the goals and tasks assigned to you or your team. The collaborative nature of this system and the multiple integrations ensure data will flow seamlessly in and out of it, and that files can be shared securely. Based on the data you’ve inserted into the system, you will also be able to trigger Base to track communication, and store discussions and voice calls with leads and partners.

Customer management in office and on the go

Base will also allow you to manage customers in one system, anywhere you go, on any of the devices you use—even on a smartphone. It keeps track of all the information, even phone calls you have with your customers and their exchanges with you. Your emails to customers can be automatically synced and sorted for easier recall and more cohesive customer relationship experience, as agents will have access to their data regardless of their devices and locations.

Real-time visual reporting

Base delivers a suite of visually appealing and accurate reporting templates which add an enjoyable side to the otherwise dull sales calculations. Basically, you have world-class reporting at your fingertips, and you are not expected to perform any setup activities on your own to make it work.

All the integrations you need

Integration is another field where Base CRM shines, as this system is seamlessly connected to a variety of third-party apps and business systems. You can use it in synergy with your favorite social networks (it collects leads from Facebook, Google, and Twitter), connect it to nearly every email service provider, and make it an integral part of your software ecosystem where you already work with Zapier, MailChimp, Yesware, Xero, Harvest, and other systems.

Outstanding customer support

When purchasing software, you should pay specific attention to whether this system comes with the necessary assistance and support to prevent/solve whatever difficulty you may experience in future. Base CRM is a safe choice when it comes to support, as qualified experts are always available via email of phone to answer your questions and solve any issues you may have. What is more, you get to contact a sales expert before you’ve made a purchase, and explain the specific needs of your business to get the best recommendation.

Experienced and devoted team

Base is not a new player in the CRM and sales industry, and their large list of prominent customers is there to prove it. The system owns much of its positive reputation to names such as Xerox, Micro Documentaries, Cisco, and Wells Fargo, which have nothing but good words to share on the productivity it offers. Step by step, Base adopted their customers’ recommendations, and learned from the best to innovate its product and make it as powerful as it is today.

Prices you can afford

The thing that makes Base CRM suitable for large enterprises as well as for small companies is its flexible pricing scheme, as the company offers affordable packages for startups ($25/month), and fully-featured sales kits for enterprise-grade users ($125/month). A 14-days free-of-charge trial is also available for all users interested to explore the features first.

Overview of Base CRM Features

  • Complete with core sales tools
  • Full visibility into current opportunities in your sales pipeline
  • Insights to grow your business
  • Tailored to your needs
  • Set sales goals and quotas
  • User-friendly and easy to navigate controls
  • Track and sort email automatically
  • Integrate with the popular online and social media tools
  • Powerful and unified sales contact card
  • Easy access to call records, emails and notes
  • Syncing of communication exchanges in one file
  • Fast integration of your email account to Base to track customer interactions
  • Auto-updating of contacts
  • Integration with Google Apps
  • Easy access with and filtering/sorting of relevant data
  • Analysis of customer data
  • Access all of data 24/7 anywhere on your mobile phone or tablet, even when it is offline
  • Use of geolocation in real time to search for prospects and customers that are nearby
  • Lead tracking and capture
  • Easy production of sales reports and forecasts
  • Fast call function from Base
  • Recording of calls with customers

Awards & Quality Certificates

Base CRM Position In Our Categories

Knowing that businesses have particular business-related requirements, it is only reasonable that they abstain from purchasing an all-encompassing, ideal software solution. At any rate, it would be futile to try to chance on such an app even among branded software systems. The practical step to do can be to jot down the varied main aspects that require careful thought including important features, price terms, skill competence of staff, organizational size, etc. After which, you must double down on your product research thoroughly. Go over some Base CRM reviews and check out the other software programs in your list more closely. Such well-rounded research ascertain you circumvent ill-fitting software solutions and subscribe to the system which offers all the function your company requires.

Position of Base CRM in our main categories:

It's important to keep in mind that hardly any software in the CRM Software category will be a perfect solution able to match all the needs of various business types, sizes and industries. It may be a good idea to read a few Base CRM CRM Software reviews first as specific software might dominate only in a very small group of applications or be created with a really specific industry in mind. Others might function with an idea of being easy and intuitive and consequently lack complicated features welcomed by more experienced users. There are also solutions that support a large group of customers and offer a powerful feature set, however that in most cases comes at a more significant price of such a service. Make sure you're aware of your needs so that you purchase a software that offers all the functionalities you search for.

How Much Does Base CRM Cost?

Base CRM Pricing Plans:

Free Trial

Starter

$45/seat per month

Professional

$95/seat per month

Enterprise

$145/seat per month

Starter – $45/seat per month (billed annually)

  • Customized Sales Pipeline
  • Basic Sales Tracking and Reporting
  • Full-Featured Mobile CRM

Professional – $95/seat per month (billed annually)

  • Customized Sales Pipeline
  • Basic Sales Tracking and Reporting
  • Full-Featured Mobile CRM
  • Full Funnel Forecasting
  • Team Performance Analytics
  • Task Automation
  • Team Document Storage

Enterprise $145/seat per month (billed annually)

  • Customized Sales Pipeline
  • Basic Sales Tracking and Reporting
  • Full-Featured Mobile CRM
  • Full Funnel Forecasting
  • Team Performance Analytics
  • Task Automation
  • Team Document Storage
  • Predictive Sales Intelligence
  • Lead & Deal Scoring
  • Products & Price Book
  • Multiple Sales Pipelines
  • Role-Based Permissions

User Satisfaction

Positive Social Media Mentions 235
Negative Social Media Mentions 5

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Base CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Base CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Base CRM Comparisons

Base CRM user reviews

Review of Base CRM

Read full review >
Kathy
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.10.2019 Company Size: 11-50 Employees Industry: Computer Software

Easy to use and maintain

Read full review >
Mable
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 08.09.2019 Company Size: 11-50 Employees Industry: Telecommunications

Simple and easy to use application

Read full review >
Brandon
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

Offers a good foundation for my company

Read full review >
Velma
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 19.09.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

Excellent CRM

Read full review >
Michelle
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 11.09.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

What are Base CRM pricing details?

Base CRM Pricing Plans:

Free Trial

Starter

$45/seat per month

Professional

$95/seat per month

Enterprise

$145/seat per month

Starter – $45/seat per month (billed annually)

  • Customized Sales Pipeline
  • Basic Sales Tracking and Reporting
  • Full-Featured Mobile CRM

Professional – $95/seat per month (billed annually)

  • Customized Sales Pipeline
  • Basic Sales Tracking and Reporting
  • Full-Featured Mobile CRM
  • Full Funnel Forecasting
  • Team Performance Analytics
  • Task Automation
  • Team Document Storage

Enterprise $145/seat per month (billed annually)

  • Customized Sales Pipeline
  • Basic Sales Tracking and Reporting
  • Full-Featured Mobile CRM
  • Full Funnel Forecasting
  • Team Performance Analytics
  • Task Automation
  • Team Document Storage
  • Predictive Sales Intelligence
  • Lead & Deal Scoring
  • Products & Price Book
  • Multiple Sales Pipelines
  • Role-Based Permissions

What integrations are available for Base CRM?

Base integrates with various tools and services listed below to make you even more productive:

  • Google
  • Facebook
  • Dropbox
  • Xero
  • MailChimp
  • Harvest
  • Google Drive
  • Google Chrome
  • Yesware
  • Zapier
  • Outlook
  • Quoteroller

Base CRM average rating:

Average score
5/5 (12 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Kelly

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.

Reviewed 2 years ago

Read full review >

The least favorable review

Mable

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.

Reviewed 5 months ago

Read full review >

More reviews from 12 actual users:

Sort by:

Latest
  • Latest
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  • Most positive
  • Most negative

Review of Base CRM

Read full review >
Kathy
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 02.10.2019 Company Size: 11-50 Employees Industry: Computer Software

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.

What do you think about this review? Great Poor

Easy to use and maintain

Read full review >
Mable
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 08.09.2019 Company Size: 11-50 Employees Industry: Telecommunications

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.

What do you think about this review? Great Poor

Simple and easy to use application

Read full review >
Brandon
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

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.

What do you think about this review? Great Poor

Offers a good foundation for my company

Read full review >
Velma
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 19.09.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

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.

What do you think about this review? Great Poor

Excellent CRM

Read full review >
Michelle
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 11.09.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

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.

What do you think about this review? Great Poor

Makes life easier

Read full review >
Denise
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 30.04.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

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.

What do you think about this review? Great Poor

Integrates smoothly with our other business apps

Read full review >
Kelly
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.04.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

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.

What do you think about this review? Great Poor

Amazing effiiciency and ease

Read full review >
Chester
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 24.03.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

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.

What do you think about this review? Great Poor

I reviewed more than 30 CRM systems

Read full review >
Cedric
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.03.2018 Company Size: More than 100 Employees Industry: N/A

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.

What do you think about this review? Great Poor

Amazing app for our sales team

Read full review >
Lucia
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.02.2018 Company Size: 11-50 Employees Industry: Information Technology

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.

What do you think about this review? Great Poor

Ideal CRM for mobile people

Read full review >
Hector
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 13.02.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

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.

What do you think about this review? Great Poor

Both the app and desktop are good

Read full review >
Elbert
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.01.2018 Company Size: More than 100 Employees Industry: Management Consulting

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.

What do you think about this review? Great Poor
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Reviewed By Jenny Chang
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