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.
Zendesk Sell Feature Ratings
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.
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
- Implemented in-house
Change management was minimal
- There were not issues during implementation.
Base CRM Training
- Online training
- Self-taught
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
Pros | Cons |
---|---|
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
Pros | Cons |
---|---|
Easy to use Technical support not required Quick to learn Convenient Familiar | Do not like to use Inconsistent |
- Enter new leads
- Contact history
- Navigation
- Integrations with other software
- General comments on account.
- Back end support
Integrating Base CRM
- Accountedge
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.