Likelihood to Recommend The software is really good for managing inputs and inventory as well as maintaining traceability. The "track picking moves" functionality lets you look into a specific lot or serial numbers and view all the product moves that occurred with that lot. However, some navigation is not intuitive. For example, if I click on an item in the BoM of an assembly, then click the back button to go back to the assembly, the site goes all the way back to the home screen. Some of these quirks mean that there is a learning curve for the software, but overall the tracking is very good.
Read full review Zendesk sell is best for organizations that want a clean and simple, yet powerfully effective CRM tool. 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. Great for institutions that have a need to tailor their 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. Not as costly as some of the competing products, so if you are on a tight budget this may be the tool for you.
Read full review Pros Ignore requests for support continue to collect money from users through micro-charges; apps, supports, etc. Offer no support when they do finally respond, saying that it's the app developer's duty. Creates a system that forces people that are good with software systems to pay for support Read full review My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale. The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders. Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model. I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients. Read full review Cons Community version is sometimes hard to maintain, needs some on-premise knowledge (IT) or having business with an Odoo partner that is sometimes expensive and unreliable. Enterprise version is as expensive as other ERP in the market. Reporting is horrible, not a lot of possibility to integrate seamlessly with a third party BI platform. Read full review There was no ability to add prospects from a company domain or email to auto-fill any data. You had to type in all of the data you gathered about that prospect. The default only gave you two phone numbers for the company, too few. Read full review Likelihood to Renew We have moved on to a more robust option of CMS.
Read full review Usability I would give it an average rating despite being easy to use, but the user interface is very poor and not intuitive at all which makes the whole experience not that good. Also, the system is not mobile friendly at all which is annoying if you want to check something on the go.
Read full review I received about two hours worth of training on Zendesk Sell (formerly Base CRM). I will say it's a clean look and the ability to change views is extremely helpful. I do wish there were other features that allowed the views to be more simplistic. Some views can be overwhelming to look at. Nevertheless with the minimum training, I am still able to navigate through Zendesk Sell (formerly Base CRM) successfully due to the ease of usability.
Read full review Support Rating Easy - there is NO SUPPORT (like in ABSOLUTELY NOTHING!!!!!!!). Even for legally mandatory requirements where the system MUST work, they will gladly take a month to get back to you with a NON-answer. We couldn't even get our bank statements correctly into Odoo for 2 months - leading to no reconciliation and the company accounts were a mess (still are!!) as a result - Completely irresponsible. Have not EVEN had an apology from Odoo - they couldn't care less !!
Read full review Due to the ease of the product, I have not had the chance to reach out to support yet. I’ve had no reason. The resources provided to clients are extremely helpful and detailed. So far my questions have been pretty basic and I generally just ask my colleague or teammate. They're able to assist with the answer.
Read full review Online Training This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.
Read full review Implementation Rating Simple, and straight forward.
Read full review Alternatives Considered I selected Odoo because it is all in the cloud online and it is very easy to conect from everywhere, but then it did nos suit what we wanted in other fields and the service was poor,so we deceided to cancel the contract, but never get our money back since november 2020.
Read full review Simpler than most CRMs, which can be good if your sales team is not very tech savvy. We switched to
HubSpot which provides a lot more value than Base did, but it isn't right for everyone.
HubSpot is focused on capturing in-bound leads and has its own flaws and limitations, but overall it's a better fit for our needs.
Read full review Return on Investment The integration of the support department in the sales processes was easily carried out by implementing Odoo. Improved functionality and UI of the sales and logistics related processes in the company. Read full review Using Base has allowed us to double the number of active sales and partner engagements that we can keep track of and make progress on. This has led to us being able to follow up on many smaller deals that were falling through the cracks. Matt Meinel SVP Sales, Business Development, and Solutions Architecture
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