Base CRM is a great product
October 31, 2017

Base CRM is a great product

Krish Jagirdar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Base CRM

It's great. Lightweight, easy to use. Powerful but doesn't take itself too seriously. I recommend it because it is simple to use but simultaneously well priced and not intimidating from a UI perspective. Their recent update the product I think is a great improvement overall. Give it a shot if that is what you are looking for.
  • Simple UI
  • Powerful reporting
  • Easy user management
  • Reliance on smart lists as a catch all.
  • Customer Success could be a little better.
  • Partnership opportunities could be more developed.
  • IT helps manage process well.
  • UX/UI is easy so well received from new members.
  • Great when you need a more serious solution than Excel or Trello.
Price and usability are the reason I choose Base against other firms.
If you are a small to medium enterprise, Base is perfect. If you are a very large organization, I am not sure how effective it would be. Though Base has multiple pipelines for enterprise, I just feel that a firm with 100s of sales reps would likely benefit from a more heavy duty solution.

Zendesk Sell Feature Ratings

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