Base CRM Review

Shlomi Lavi / updated: Oct 24, 2019

What is Base CRM?

Base CRM is a sales and CRM software that can help boost sales team productivity and business growth. The software can help users to manage their customers, work with leads and can be accessed from almost any internet enabled device.

Base, the developers behind Base CRM, offers the first CRM solution for post-PC users. Over 10,000 customers are currently utilizing Base CRM for managing customer relationships and sales. The company has been providing CRM solutions since 2009 and is headquartered in Chicago.

Average Rating -

The rating of Base CRM is 4.4 stars out of 5. The rating is based on ITQlick expert review.

Typical Customers

Base CRM is perfect for companies of all sizes. Small sales team or startups, growing sales teams or large sales organizations can use this software for their customer relationship management needs. Some Base CRM clients include Xerox, Styker and Wiredcraft.

Features

Base CRM includes sales management, customer management, lead tracking, reports and analytics, email automation and mobile CRM tools. The sales management features can help users to manage sales more effectively with sales tracking, sales forecasting, goals and quotas, reporting and teams and regional features. The customer management module includes contacts and accounts management, and offers a unified experience for managing all customer communication under a single contact card using customization, filters and tags.

Lead tracking functionality can help users to close more deals easily with lead management, lead conversion flow, lead capture form and lead and contact clipper features. The reports and analytics modules include an insights dashboard, visual reporting, reports for managers and users, sales forecasting and call analytics features. Base CRM also includes email automation with complete email integration and building contacts with BCC and Outlook integration features.

Base CRM 5 Pros

• Base CRM offers a full-featured 14-day free trial
• Mobile dedicated apps for both iOS and Android users
• Customer support includes phone and email
• Standard 256-bit SSL encryption security
• Multi-platform support

Base CRM 2 Cons

• Deal and lead scoring features are not available for Starter and Professional users
• Base CRM doesn’t offer on-premise deployment, which can be a problem for some users

Competitors & Alternatives

The main competitors for Base CRM are Zoho CRM and Pipeline Deals.

Zoho CRM is focused on sales force automation and its features include lead & opportunity management, territory mapping & sales forecasting, as well as marketing automation. The product is based on workflow automation and supports integration with leading social networks for customer engagement. Additionally Zoho CRM includes major account management which groups multiple contacts in one business together for better analysis & follow-up. The product is cloud based and supports mobile device access as well.

Base CRM on the other hand is a scalable CRM solution that can address any size of business. Its focus however is mainly on lead development along with customer & sales management. While it does not include customer support, it does provide telephony integration to allow sales agents to communicate with clients directly from the application.

PipelineDeals however focuses more on the development of a successful pipeline for lead conversion. In additional to core customer management features the product also provides activity tracking and deal management to unify all information for opportunity closure. The product also provides a collaboration platform for sales team engagement & sharing, as well as allows definition of key sales goals & targets for performance evaluation. PipelineDeals includes an open API for third party software integration as well.

While BaseCRM does not fully support these features, it does provide a Mobile CRM. This includes customer location services & territory management through its GIS integration, as well as offline access which will then sync all work with the application once connection is re-established.

Base CRM Pricing Information

Base CRM offers three different pricing plans for users: Starter plan for small teams at $15 per seat per month, Professional plan for a growing sales team at $45 per seat per month, and the Enterprise plan for large sales organizations aat $125 per seat per month.

Questions to ask the vendor during a demo

Schedule a demo and access 25 must ask questions for the vendor while watching Base CRM in action

---

Base CRM Categories

---

Specifications

Company:	Base CRM
Address:	212 W. Superior #200 Suite 200 Chicago, IL 60654 United States
Customers:	Small business, Medium business, Large business
Business Area:	Cross Business Areas
Platforms:	Desktop, Mobile, Cloud
Operating Systems:	Mac OS, Windows, Linux

---

Base CRM Features