Fantastic!
September 18, 2017

Fantastic!

Thomas Henderson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Base CRM

Base CRM is used by our sales department during our entire lead nurturing process. The problem that it currently solves for me and my team, is ensuring that no leads are dropped and that I can understand what is happening with a lead just by looking at the lead profile within Base. It keeps us organized and ensures a positive experience for our leads.
  • Pipeline Management
  • Reporting
  • Task Management
  • Display of lead information
  • Ability to format text when taking notes
  • Flexibility of adjusting stages within the pipeline
  • Keeps sales reps organized and the team can all be on the same page regarding specific deals
  • Revenue generating activities are easily focused on
  • Reporting allows our team to understand the nuances of our sales process by showing us the data that is important
I have used Base CRM for 3 years now and I haven't looked back. Compared to Salesforce, Base is significantly more functional and intuitive.
Base is an incredibly functional CRM. And best of all? It's not Salesforce (which has somehow succeeded)! The reporting within Base is robust, as well as the seemingly unimportant task management side of sales. My only real feedback is - allow users to format their notes.

Zendesk Sell Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
Not Rated
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
10