Budget friendly Base CRM is awesome for any small salesforce!
February 24, 2016

Budget friendly Base CRM is awesome for any small salesforce!

Jeremy Doyle | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Base CRM

Base CRM is not being used anymore because we decided to go with a more robust option. Base CRM is a great option to use when an inexpensive resolution is needed. When we used it, it was used across the organization as a whole. It was an entire CRM option to track customers, along with our accounting software.
  • Free edition is great to start. This is important for smaller businesses, and appreciated as such.
  • Keeps customer records so everyone is always on the same page.
  • Easy to navigate.
  • Robust features are needed. More options for third party apps are needed as well.
  • A larger user-base would be nice, so the forum can flourish.
  • Integration with all calendars is needed.
  • Base CRM had no direct impact on ROI.
  • There are not enough metrics to rate based on ROI.
  • Base CRM is a great tool for salespeople.
Base CRM is great for beginners, or small sales forces. API/integrations need help. As a CRM it works just fine, but could use some improvement, and backing. A lot of Base CRM users are great help, but there needs to be a more robust back end to help your customers implement the product better.
The best case for Base CRM is at the free option for a small business. There are better options for companies with a larger marketing budget. Base CRM is a great add-on for a single salesperson to track their customers, but needs more improvements if it is to get to an enterprise level. Great free option!

Zendesk Sell Feature Ratings

Customer data management / contact management
Workflow management
Territory management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Contract management
Quote & order management
Interaction tracking
Channel / partner relationship management
Case management
Call center management
Help desk management
Lead management
Email marketing
Task management
Billing and invoicing management
Pipeline visualization
Customizable reports
Custom fields
Custom objects
Scripting environment
API for custom integration
Single sign-on capability
Mobile access

Using Base CRM

1 - Simple CRM. No robust features, API, or integrations are used.
1 - Not many in-house people are needed to administer this CRM. There are better options if you have that payroll capabilities.
  • CRM
  • Customer Relations
  • Simple contact history
  • There are no innovative ways to use a CRM
  • This CRM is implemented as any other would be
  • Used for simply history of contact
  • With add-ons there are no limits
  • With API integration, and form building there would be much more use.
We have moved on to a more robust option of CMS.

Evaluating Base CRM and Competitors

Yes - We replaced SugarCRM with Base CRM. Base CRM was a better Free option. Having said that, SugarCRM is fine as well. Base CRM just seemed to be more elegant. We appreciated the ease of use, and the beautiful interface. Base CRM is stilled used on a regular basis by individual salespeople for their own records.
  • Price
  • Product Features
  • Third-party Reviews
It was free to try. The main reason we used Base CRM is because it was free to start, try, implement, and maintain. There was really no need for an on boarding process, and no back end support was needed. We implemented quickly, and efficiently ourselves. Great option!
Yes, we'd take a bit more time to research. Though we would probably or most likely choose Base CRM over most of the competition again because it is easy to use and familiar to the sales team as well. We do have a more robust option in place now, and for that we did extra research.

Base CRM Implementation

Simple, and straight forward.
Change management was minimal
  • There were not issues during implementation.

Base CRM Training

  • Online training
  • Self-taught
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.
The product was easy to learn without training, and our recommend approach to using would be to just begin putting in data, so that you can get trends, and a history of contact for records. This information is invaluable to the sales process, and is under appreciated in many CRMs, but not this one.

Base CRM Support

The support team is good, but not great.
Good followup
Knowledgeable team
Immediate help available
Support cares about my success
Need to explain problems multiple times
No - No need to pay for it.
I can't describe a time specifically but all interactions were amicable.

Using Base CRM

It really is easy to use, but just not enough behind it.
Easy to use
Technical support not required
Quick to learn
Do not like to use
  • Enter new leads
  • Contact history
  • Navigation
  • Integrations with other software
  • General comments on account.
  • Back end support

Integrating Base CRM

No such thing as integrations, and it was difficult to achieve.
  • We have moved options
  • We will not implement any more
I have no clue, we have switched at this point.