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Zendesk Sell

Zendesk Sell
Formerly Base CRM

Starting at $19 per seat/month billed annually
View Pricing

Overview

What is Zendesk Sell?

Zendesk Sell (formerly Base CRM) is a CRM that aims to give reps access to integrated tools that provide the full context of a customer account. This keeps them in the loop and allows them to capitalize on opportunities. Zendesk…

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Recent Reviews

Zendesk Sell FTW

10 out of 10
March 02, 2020
Incentivized
We're currently using Zendesk Sell to track inbound and outbound sales across our organization. Our business development, support, and …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Interaction tracking (15)
    7.9
    79%
  • Custom fields (15)
    7.8
    78%
  • Integration with email client (e.g., Outlook or Gmail) (15)
    6.9
    69%
  • Workflow management (15)
    6.1
    61%
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Pricing

View all pricing

Sell Team

$19.00

Cloud
per seat/month billed annually

Reach prospecting enrichment add-on (requires a Sell Subscription)

$27.00

Cloud
Per User Per Month (billed annually)

Sell Professional

$49.00

Cloud
per seat/month billed annually

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.zendesk.com/pricing/sales

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Zendesk Sell Advanced Reporting & Analytics Demo

YouTube

[Comparison Demo] Salesforce vs Zendesk Sell

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

6.6
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

9
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

6.9
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

5.3
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.2
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

4.2
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9.5
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

4
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

5.4
Avg 7.2

Platform

8
Avg 7.5
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Product Details

What is Zendesk Sell?

Zendesk Sell Competitors

Zendesk Sell Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Zendesk Sell (formerly Base CRM) is a CRM that aims to give reps access to integrated tools that provide the full context of a customer account. This keeps them in the loop and allows them to capitalize on opportunities. Zendesk Sell can be extended with Reach, a lead generation and engagement tool that automates the process of finding and keeping leads interested, so reps can focus more on building relationships and crushing their quotas. Base CRM was founded in 2009, and acquired by Zendesk in 2018.

Pipeliner CRM, Insightly, and Sellf CRM are common alternatives for Zendesk Sell.

Reviewers rate Single sign-on capability highest, with a score of 9.9.

The most common users of Zendesk Sell are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(72)

Attribute Ratings

Reviews

(1-15 of 15)
Companies can't remove reviews or game the system. Here's why
April 26, 2022

Zendesk Sell moved our sales department from a paper based model to an automated solution

ML
Michael Litvack
Representative
Emergent Technologies (Computer Software, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
51.11111111111111%
5.1
Customer data management / contact management
90%
9.0
Workflow management
60%
6.0
Territory management
N/A
N/A
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
80%
8.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
90%
9.0
Case management
90%
9.0
Call center management
90%
9.0
Help desk management
90%
9.0
Marketing Automation (2)
30%
3.0
Lead management
60%
6.0
Email marketing
N/A
N/A
CRM Project Management (3)
50%
5.0
Task management
80%
8.0
Billing and invoicing management
N/A
N/A
Reporting
70%
7.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
90%
9.0
Customization (4)
20%
2.0
Custom fields
80%
8.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
May 30, 2021

Zendesk Sell - Good to start out

LJ
Leif Johnson
Senior Sales Engineer
Altos Digital (Computer Software, 1-10 employees)
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
35.55555555555556%
3.6
Customer data management / contact management
60%
6.0
Workflow management
50%
5.0
Territory management
50%
5.0
Opportunity management
30%
3.0
Integration with email client (e.g., Outlook or Gmail)
10%
1.0
Contract management
30%
3.0
Quote & order management
40%
4.0
Interaction tracking
40%
4.0
Channel / partner relationship management
10%
1.0
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
16.666666666666668%
1.7
Forecasting
20%
2.0
Pipeline visualization
30%
3.0
Customizable reports
N/A
N/A
Customization (4)
12.5%
1.3
Custom fields
50%
5.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
May 28, 2021

Extremely efficient to funnel client communication

Brittany Cooper | TrustRadius Reviewer
Brittany Cooper
Manager, Customer Success
GoFan (Sports, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
50%
5.0
Customer data management / contact management
N/A
N/A
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
80%
8.0
Quote & order management
N/A
N/A
Interaction tracking
80%
8.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
33.333333333333336%
3.3
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
100%
10.0
Marketing Automation (2)
75%
7.5
Lead management
70%
7.0
Email marketing
80%
8.0
CRM Project Management (3)
50%
5.0
Task management
70%
7.0
Billing and invoicing management
N/A
N/A
Reporting
80%
8.0
CRM Reporting & Analytics (3)
33.333333333333336%
3.3
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
100%
10.0
Customization (4)
20%
2.0
Custom fields
30%
3.0
Custom objects
50%
5.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
90%
9.0
Role-based user permissions
100%
10.0
Single sign-on capability
80%
8.0
Social CRM (2)
35%
3.5
Social data
N/A
N/A
Social engagement
70%
7.0
Integrations with 3rd-party Software (2)
50%
5.0
Marketing automation
100%
10.0
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
June 18, 2020

Great system but had glitches in sign ins after trying "Free Trial"by three of us. Made too much of a hassle to sign in. Couldn't then cancel after several months of not using it anymore.

Faerie Grace | TrustRadius Reviewer
Faerie Grace
Faerie Grace-Owner
Owner-Motivational Speaker (Entertainment, 1-10 employees)
Score 1 out of 10
Vetted Review
Verified User
Zendesk Sell Feature Ratings
Sales Force Automation (9)
32.22222222222222%
3.2
Customer data management / contact management
90%
9.0
Workflow management
40%
4.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
80%
8.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
10%
1.0
Case management
N/A
N/A
Call center management
20%
2.0
Help desk management
10%
1.0
Marketing Automation (2)
85%
8.5
Lead management
80%
8.0
Email marketing
90%
9.0
CRM Project Management (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
46.66666666666667%
4.7
Forecasting
N/A
N/A
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (4)
22.5%
2.3
Custom fields
90%
9.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
5%
0.5
Role-based user permissions
N/A
N/A
Single sign-on capability
10%
1.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
June 12, 2020

Zendesk ruins once-good CRM software with terrible support, scammy auto-renewal

Matt Suozzo | TrustRadius Reviewer
Matt Suozzo
CEO
Carmalink (Accounting, 1-10 employees)
Score 1 out of 10
Vetted Review
Verified User
Zendesk Sell Feature Ratings
Sales Force Automation (9)
10%
1.0
Customer data management / contact management
10%
1.0
Workflow management
10%
1.0
Territory management
10%
1.0
Opportunity management
10%
1.0
Integration with email client (e.g., Outlook or Gmail)
10%
1.0
Contract management
10%
1.0
Quote & order management
10%
1.0
Interaction tracking
10%
1.0
Channel / partner relationship management
10%
1.0
Customer Service & Support (3)
10%
1.0
Case management
10%
1.0
Call center management
10%
1.0
Help desk management
10%
1.0
Marketing Automation (2)
10%
1.0
Lead management
10%
1.0
Email marketing
10%
1.0
CRM Project Management (3)
13.333333333333332%
1.3
Task management
10%
1.0
Billing and invoicing management
10%
1.0
Reporting
20%
2.0
CRM Reporting & Analytics (3)
13.333333333333332%
1.3
Forecasting
10%
1.0
Pipeline visualization
20%
2.0
Customizable reports
10%
1.0
Customization (4)
10%
1.0
Custom fields
10%
1.0
Custom objects
10%
1.0
Scripting environment
10%
1.0
API for custom integration
10%
1.0
Security (2)
10%
1.0
Role-based user permissions
10%
1.0
Single sign-on capability
10%
1.0
Social CRM (2)
10%
1.0
Social data
10%
1.0
Social engagement
10%
1.0
Integrations with 3rd-party Software (2)
10%
1.0
Marketing automation
10%
1.0
Compensation management
10%
1.0
Platform (1)
10%
1.0
Mobile access
10%
1.0
March 02, 2020

Zendesk Sell FTW

Verified User
Director in Corporate
Events Services Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
51.11111111111111%
5.1
Customer data management / contact management
90%
9.0
Workflow management
60%
6.0
Territory management
N/A
N/A
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Quote & order management
N/A
N/A
Interaction tracking
70%
7.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
30%
3.0
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
90%
9.0
Marketing Automation (2)
30%
3.0
Lead management
50%
5.0
Email marketing
10%
1.0
CRM Project Management (3)
26.666666666666664%
2.7
Task management
70%
7.0
Billing and invoicing management
N/A
N/A
Reporting
10%
1.0
CRM Reporting & Analytics (3)
33.333333333333336%
3.3
Forecasting
50%
5.0
Pipeline visualization
40%
4.0
Customizable reports
10%
1.0
Customization (4)
45%
4.5
Custom fields
90%
9.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
90%
9.0
Security (2)
45%
4.5
Role-based user permissions
90%
9.0
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
45%
4.5
Marketing automation
90%
9.0
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
March 08, 2019

Great CRM tool for managing prospect info and leads

Verified User
Manager in Information Technology
Higher Education Company, 1001-5000 employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
72.22222222222223%
7.2
Customer data management / contact management
70%
7.0
Workflow management
50%
5.0
Territory management
60%
6.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
90%
9.0
Quote & order management
70%
7.0
Interaction tracking
80%
8.0
Channel / partner relationship management
70%
7.0
Customer Service & Support (3)
60%
6.0
Case management
70%
7.0
Call center management
60%
6.0
Help desk management
50%
5.0
Marketing Automation (2)
80%
8.0
Lead management
80%
8.0
Email marketing
80%
8.0
CRM Project Management (3)
63.33333333333333%
6.3
Task management
50%
5.0
Billing and invoicing management
70%
7.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
76.66666666666667%
7.7
Forecasting
70%
7.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (4)
85%
8.5
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
90%
9.0
API for custom integration
90%
9.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
65%
6.5
Social data
70%
7.0
Social engagement
60%
6.0
Integrations with 3rd-party Software (2)
70%
7.0
Marketing automation
80%
8.0
Compensation management
60%
6.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
December 20, 2018

Base CRM Review : thumbs Up!!

Matt Meinel | TrustRadius Reviewer
Matt Meinel
SVP Sales, Business Development, and Solutions Architecture
Levyx, Inc. (Financial Services, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (6)
66.66666666666667%
6.7
Customer data management / contact management
90%
9.0
Workflow management
50%
5.0
Territory management
N/A
N/A
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Interaction tracking
80%
8.0
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
70%
7.0
Lead management
70%
7.0
Email marketing
70%
7.0
CRM Project Management (3)
53.33333333333333%
5.3
Task management
80%
8.0
Billing and invoicing management
N/A
N/A
Reporting
80%
8.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
70%
7.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
25%
2.5
Custom fields
100%
10.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
40%
4.0
Role-based user permissions
80%
8.0
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
November 20, 2017

Excellent CRM for All Sales Teams

Ali Nisar | TrustRadius Reviewer
Ali Nisar
Director Of Strategic Partnerships
Traffic Digital (Internet, 51-200 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (7)
90%
9.0
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Territory management
70%
7.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
90%
9.0
Case management
90%
9.0
Call center management
90%
9.0
Help desk management
90%
9.0
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (2)
70%
7.0
Task management
60%
6.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
80%
8.0
Customization (4)
80%
8.0
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
80%
8.0
API for custom integration
80%
8.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
October 31, 2017

Base CRM is a great product

Krish Jagirdar | TrustRadius Reviewer
Krish Jagirdar
Vice President
Brand New Matter (Management Consulting, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
Customer Service & Support (3)
56.66666666666667%
5.7
Case management
90%
9.0
Call center management
N/A
N/A
Help desk management
80%
8.0
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
90%
9.0
Task management
100%
10.0
Billing and invoicing management
80%
8.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (4)
42.5%
4.3
Custom fields
90%
9.0
Custom objects
80%
8.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
95%
9.5
Role-based user permissions
100%
10.0
Single sign-on capability
90%
9.0
Social CRM (2)
85%
8.5
Social data
90%
9.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
October 31, 2017

Best CRM for Agile Sales Teams!

Jon Butler | TrustRadius Reviewer
Jon Butler
Sales Team Leader
CERO Cooperative Inc. (Environmental Services, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
86.66666666666666%
8.7
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
80%
8.0
Quote & order management
70%
7.0
Interaction tracking
90%
9.0
Channel / partner relationship management
70%
7.0
Customer Service & Support (1)
80%
8.0
Call center management
80%
8.0
Marketing Automation (2)
75%
7.5
Lead management
70%
7.0
Email marketing
80%
8.0
CRM Project Management (2)
95%
9.5
Task management
100%
10.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (3)
83.33333333333334%
8.3
Custom fields
100%
10.0
Custom objects
70%
7.0
API for custom integration
80%
8.0
Security (2)
95%
9.5
Role-based user permissions
100%
10.0
Single sign-on capability
90%
9.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (1)
60%
6.0
Marketing automation
60%
6.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
October 31, 2017

Base CRM is the "Base" of the business

Gregory Perrine | TrustRadius Reviewer
Gregory Perrine
CEO
eGuide Tech Allies (Information Technology and Services, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
54.44444444444444%
5.4
Customer data management / contact management
90%
9.0
Workflow management
60%
6.0
Territory management
N/A
N/A
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
90%
9.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
26.666666666666664%
2.7
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
80%
8.0
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
46.66666666666667%
4.7
Task management
60%
6.0
Billing and invoicing management
N/A
N/A
Reporting
80%
8.0
CRM Reporting & Analytics (3)
53.33333333333333%
5.3
Forecasting
N/A
N/A
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (4)
80%
8.0
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
80%
8.0
API for custom integration
80%
8.0
Security (2)
40%
4.0
Role-based user permissions
N/A
N/A
Single sign-on capability
80%
8.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
30%
3.0
Marketing automation
60%
6.0
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
October 30, 2017

Base - the Best!

bryan robison | TrustRadius Reviewer
bryan robison
Director of Sales
GOA, Inc (Printing, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
74.44444444444444%
7.4
Customer data management / contact management
80%
8.0
Workflow management
70%
7.0
Territory management
70%
7.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
60%
6.0
Quote & order management
90%
9.0
Interaction tracking
90%
9.0
Channel / partner relationship management
70%
7.0
Customer Service & Support (3)
53.33333333333333%
5.3
Case management
60%
6.0
Call center management
50%
5.0
Help desk management
50%
5.0
Marketing Automation (2)
70%
7.0
Lead management
90%
9.0
Email marketing
50%
5.0
CRM Project Management (3)
83.33333333333334%
8.3
Task management
100%
10.0
Billing and invoicing management
60%
6.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
90%
9.0
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
87.5%
8.8
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
50%
5.0
Security (2)
90%
9.0
Role-based user permissions
90%
9.0
Single sign-on capability
90%
9.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
60%
6.0
Marketing automation
60%
6.0
Compensation management
60%
6.0
Platform (1)
70%
7.0
Mobile access
70%
7.0
September 18, 2017

Fantastic!

Thomas Henderson | TrustRadius Reviewer
Thomas Henderson
Acquisition Manager
JEBCommerce (Marketing and Advertising, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
63.33333333333333%
6.3
Customer data management / contact management
90%
9.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
80%
8.0
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
50%
5.0
Lead management
100%
10.0
Email marketing
N/A
N/A
CRM Project Management (3)
66.66666666666667%
6.7
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
100%
10.0
CRM Reporting & Analytics (3)
96.66666666666666%
9.7
Forecasting
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
50%
5.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
February 24, 2016

Budget friendly Base CRM is awesome for any small salesforce!

Jeremy Doyle | TrustRadius Reviewer
Jeremy Doyle
Director, Special Accounts
Lake Industries Company (Consumer Goods, 1001-5000 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Zendesk Sell Feature Ratings
Sales Force Automation (9)
47.77777777777778%
4.8
Customer data management / contact management
70%
7.0
Workflow management
60%
6.0
Territory management
20%
2.0
Opportunity management
60%
6.0
Integration with email client (e.g., Outlook or Gmail)
20%
2.0
Contract management
20%
2.0
Quote & order management
60%
6.0
Interaction tracking
70%
7.0
Channel / partner relationship management
50%
5.0
Customer Service & Support (3)
50%
5.0
Case management
50%
5.0
Call center management
50%
5.0
Help desk management
50%
5.0
Marketing Automation (2)
70%
7.0
Lead management
80%
8.0
Email marketing
60%
6.0
CRM Project Management (3)
40%
4.0
Task management
60%
6.0
Billing and invoicing management
30%
3.0
Reporting
30%
3.0
CRM Reporting & Analytics (3)
43.33333333333333%
4.3
Forecasting
30%
3.0
Pipeline visualization
40%
4.0
Customizable reports
60%
6.0
Customization (4)
57.5%
5.8
Custom fields
80%
8.0
Custom objects
70%
7.0
Scripting environment
40%
4.0
API for custom integration
40%
4.0
Security (1)
50%
5.0
Single sign-on capability
50%
5.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
40%
4.0
Mobile access
40%
4.0
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