Base CRM is the "Base" of the business
October 31, 2017
Base CRM is the "Base" of the business
Score 10 out of 10
Vetted Review
Verified User
Software Version
Starter
Overall Satisfaction with Base CRM
Base CRM has been the CRM tool I have used for eGuide Tech Allies since I started by business. As a small business, I sourced a few alternative options, but Base's interface, price point, and ability to grow as my business grows is what sold me on the tool.
Base is used for all pipeline and sales tracking, as well as a client data base and communications log.
Base is used for all pipeline and sales tracking, as well as a client data base and communications log.
- Sales tracking: Setting up a new deal in base is intuitive and easy to do. With the ability to create new contacts, and business within the construction of a deal, it takes under 2 minutes to generate a new deal, assign tags, and link it to an email that may already exist in the data base.
- Email integration: Linking base to g-suite allows me to make sure that everyone that I am emailing is logged in my client data base. From the email interface, you can view contacts that do not exist in your customer log, and with a touch of a button create a new contact.
- Reporting: Reporting with Base is intuitive, visual, and easy to adjust based on what search parameters you would like to view. Using filters, tags, and dates you can manipulate data to exactly what you are looking to drill down to in a click of a button. No drawn out coding process to view data like some CRMs.
- Integrations: Base currently has some integrations available, but for my business I do all of my invoicing through Quickbooks, and currently the only integration available is a paid "zap" through Zapier, which exports new invoices created in Quickbooks to Base. I'd love for there to be a seamless integration between Quickbooks and Base.
- Marketing tools: Contacts are easy enough to track and export via the contact viewer, smart lists, and filters, but there are no marketing tools available through base. The process of exporting and importing into another system like Mail Chimp is easy though.
- Knowledge: having the ability to manipulate the data of previous sales, client industries, and custom tags, mean that you can literally drill down to any level of information currently assigned in the system. This is an invaluable tool.
- Mobility: Being able to track deals, adjust the pipeline, and add and search client information from a anywhere makes it easy to do business from a mobile device or anywhere with wifi.
- Growth: New features are continually being added to Base. With each new roll out, the system becomes more robust, the experience easier and more intuitive, and the ability to track and manipulate data easier.
Let's face it, there's a lot of competition in the market of CRM systems. From Salesforce, Hubspot, and Zoho, which offer other modules that integrate other elements of the business into the CRM, to options like Sharpspring, CampaignerCRM, and SugarCRM that integrates marketing tools into a CRM scope, there are new systems hitting the market every day. For me the decision came down to price, usability, and the ability to continue to grow with the system. I've been very happy with the Base interface, the email integration aspect, and the ease of reporting and tracking.