4.5 / 5 87 reviews

Who Uses This Software?

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

Average Ratings

87 reviews
  • 4.5 / 5
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service
  • 4 / 5
  • 4 / 5
    Value for Money

Product Details

  • Starting Price
  • Free Version
  • Deployment
    Installed - Mac
    Installed - Windows
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • Base
  • Founded 2008

About This Software

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.

  • Account Alerts
  • Asset Management
  • Auto-Dialing
  • Buyer Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Recording
  • Campaign Management
  • Cataloging / Categorization
  • Channel Management
  • Client Tracking
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Support Tracking
  • Customer Survey Creation
  • Dashboard
  • Data Management
  • Discount Management
  • Document Management
  • Email Marketing
  • Email Response Control
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • Forecasting
  • Household Tracking
  • Influence Tracking
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Scoring
  • List Management
  • Live Chat
  • Marketing Automation
  • Marketing Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Product Catalog
  • Project Management
  • Proposal Generation
  • Quote Management
  • Quotes / Proposals
  • Referral Tracking
  • Relationship Tracking
  • Request Escalation
  • Routing
  • Sales Approval
  • Sales Forecasting
  • Sales Management
  • Sales Pipeline Management
  • Scheduling
  • Search
  • Self Service Portal
  • Subscription Services
  • Survey Management
  • Team Assignments
  • Territory Management
  • Time Management
  • Warranty Tracking
  • Workflow Management
  • XML / RSS

Base Latest Reviews

Automatically translated. Show original review

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

3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Comments: 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.

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.

Automatically translated. Show original review

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

5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Base made it easy for me to customize a CRM to exactly my needs, as well as bring all the functions of my business - from calls and emails to tracking deals and closings - into one place.

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.