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PROS & CONS

What are the best aspects of this product?

For me, the plus points of Base CRM are it offers fantastic features and an amazing mobile experience at an affordable cost.

What aspects are problematic or could work better?

I have no issues with the CRM software. But I would like to see iOS map integration in the "Location" part of the calendar. I can simply tap on the address to open the Maps app which would help me to find my destination easily.

What specific problems in your company were solved by this product?

Base CRM helps me to organize my data properly. It has helped me to go digital and get rid of paper. I use my iPhone and apps to maintain all my contacts. I don’t have to remember any details as everything is backed up on a calendar that I take anywhere. I can say goodbye to paper schedules and go digital to work fast and allot more time for important tasks.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

I love that though Base CRM is a simple tool it also offers robust features that are continually improved. I can easily add features, users, and fields. I can log activities, make calls from the application, and record them for management and training purposes. Finally, the mobile app helps me be productive on the go.

What aspects are problematic or could work better?

I would like to see the following improvements: A duplicate field is created when importing and merging data. A true merge should be allowed that creates only one field. Second, I would like to change a field type after creating it. For example, if I erroneously label a numeric field as text, I should be able to change it later. The reporting feature is robust, but it should be easier to customize it. I also want to know the criteria that is used to create standard reports. When I am in a company/contact, I would like to see the title and other details of employees so that I can decide whether I need to click through to contact them. These are minor changes I would like added to an otherwise top class application.

What specific problems in your company were solved by this product?

I am a sales team leader and I use Base CRM to understand the activities that my team members do every day. The app also gives me details about their prospects. I have all this info readily available any time which helps me to effectively manage my team. Base CRM also provides better and accurate visibility into our prospects and pipeline.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

I love the clean user interface that is simple to navigate. The iOS app is the same. Other CRMs look complicated and confusing and are difficult to use which affects adoption. But no setup was needed for Base CRM. We paid the subscription and started using the system and there was no learning curve. The email tracking and executive reporting features are top notch.

What aspects are problematic or could work better?

The major drawback is there is little automation. I cannot implement a followup scheme for my team so I don’t know if our sales reps are following the mandated procedures. This means I have to spend a lot of time manually looking through sales reps’ data to ensure everybody is following instructions. Some other CRMs help you to create workflows, prompts and detailed work plans for each day. This is a strong process that removes subjectivity and tells sales reps what tasks to do every day.

What specific problems in your company were solved by this product?

With Base CRM, we know the position of deals in the pipeline and I can monitor my team’s work when away from the office. Base helps us to closely monitor prospects and working deals. My team members were easily able to use the software which says a lot about the system.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

In my opinion, Base CRM is an excellent management app for companies that have offices in multiple locations. You can use it to manage all projects in one place and its keeps all employees in the loop about all project deals and details.

What aspects are problematic or could work better?

Base is a top class product overall. The only glitch is the app loads slowly on my mobile phone when I am on the road and try to access the app using the cellular network.

What specific problems in your company were solved by this product?

Base CRM allows our team members to learn about project progress easily. They can simple log into the app to learn about details such as the status of a project, which leads were converted into clients, and which deals were won or lost. The main benefit is I can control my projects in real time and stay updated about the projects of my company.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

I love that Base CRM offers a Windows phone app. We are using Windows phone and MS Office 365 and I appreciate that the vendor supports the Windows phone application. This shows that they understand market trends and needs. We have smoothly integrated Base with the other business apps we use which has made it easy to track everything. I also like the communication features and email integration. Finally, it is fantastic that the vendor takes to care to continually evolve and improve the solution.

What aspects are problematic or could work better?

I have no complaints at all. The product offers many useful features and it performs all the tasks as advertised.

What specific problems in your company were solved by this product?

We use Base CRM to track sales leads till deal closure and to manage tasks and communication. The app makes it easy to generate reports for our stakeholders.

Are you a current user of this product?

Yes