Base CRM Pricing, Features, Reviews & Comparison of Alternatives

Base CRM Reviews

Base CRM

The All-In-One Sales Platform

4.35/5 (55 reviews)
4,284     6,489

Base is the all-in-one sales platform that drives rep adoption while automating data capture and analysis, providing sales leaders with the actionable insights they need in order to accelerate revenue growth in a measurable, scalable, and repeatable manner.

Our advanced sales platform gives reps the tools they need to focus on revenue generation no matter whether they are in the field or at the office. Top-rated mobile apps help salespeople get more done every day while spending less time taking notes and entering data. Intelligent features including email sentiment analysis and our smart auto-dialer let reps work more deals with greater attention to detail, allowing a highly-personalized sales experience to be delivered with high velocity.

Intelligent out-of-the-box reports and automated prescriptive insights give sales leaders the ability to individualize coaching, with each rep getting personalized, actionable steps to improve their sales performance. Base allows you to do this at scale with customers including Groupon and Expensify achieving extraordinary sales efficiency increases and revenue growth.

The days of buying eight different software products to manage your sales team are long gone. Trying to integrate your CRM with your email, smart phone dialer, sales reporting package, lead scoring, etc… it’s a headache you could do without. That’s why Base is the only CRM platform that includes everything you need to run a sales team, in one place.
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Base CRM Reviews (55)

Most positive review

 Easy CRM

Base is great for organizing your sales contacts and related notes/channels. Easy to use and effective, this app is key to staying on top of a long list of contacts at various stages of the sales process.

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Reviewed 11th of April, 2016 by Hans Bultema

Most critical review

 Very useful app !

Creating quotes directly into Base and easily exportable to Xero has to be improved because it is a useful but incomplete integration to be really effective. Management contact book between Base CRM and Xero needs also improvement. For our micro-enterprise, we consider this App as an employee ...

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Reviewed 12th of September, 2016 by Jimmy Gagné

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Base CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#16 in Sales Management

View full ranking
51
12
16
18
5

#21 in CRM

View full ranking
52
12
16
18
6

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Base CRM Screenshots (10)

Base CRM screenshot: Base - Geolocation on TabletBase CRM screenshot: Base - Real-Time NotificationsBase CRM screenshot: Base Visits - log in-person interactions with one tap on a map view.Base CRM screenshot: Deal card: everything you need to know about a deal in one easy to navigate spaceBase CRM screenshot: Base for Android: the #1 rated CRM app on Google PlayBase CRM screenshot: Smart Lists: highly customizeable reports that can filter on any dimension and feature real-time editing capabilities.Base CRM screenshot: Base for iOS: the #1 rated CRM app in the Apple App StoreBase CRM screenshot: Reports: get rich, out of the box reports with actionable insights in just one clickBase CRM screenshot: Base for iOS: the #1 CRM app in the Apple App Store designed specifically for tabletsBase CRM screenshot: Team Dashboard: a real-time feed of all team activity with critical information available at a glance

Specifications

Intended Users
Large Enterprises, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, iPad, Web-based
Supported Countries
Asia, Australia, Canada, China, Europe, Germany, Latin America, United Kingdom, United States
Supported Languages
Dutch, English, French, German, Polish, Portuguese, Spanish
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Base CRM Pricing

Starting from: $45.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

14-day free trial, no credit card required.

Starter: $45 per seat, per month

Professional: $95 per seat, per month

Enterprise: $145 per seat, per month

Competitors Pricing

Pipeliner CRM

Starting from: $8.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Insightly

Starting from: $12.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

PipelineDeals

Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

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Key Features of Base CRM

  • Calendar integration

Benefits

Highest rep adoption of any CRM system
One-click intelligent out-of-the-box reports
Customizable and editable list reports (dynamic and static)
#1 rated CRM mobile app on both iOS and Android with full desktop capabilities
Our in-house success team onboards, trains, and supports your sales team’s growth
Automated data analysis and prescriptive insights for sales acceleration

Alternatives to Base CRM

GetApp Analysis

With integrated sales productivity tools for sales representatives and advanced visual reporting for sales managers, Base CRM is a cloud-based sales and contact management solution that enables teams to become more productive and effective, and close more deals. Equipped with an intuitive and user-friendly drag-and-drop interface, Base allows sales professionals full visibility into the overall health of their sales pipelines, and sales leaders to create, track and manage goals for individual representatives and sales teams.

Base gives sales teams and professionals tangible numbers to work toward by simplifying the process of setting up won deal and revenue goals. Sales leaders are afforded the ability to organize their sales staff into territories and teams, allowing them to efficiently distribute responsibilities. Some of Base CRM’s core features are Base Voice, advanced sales insights, workflow automation, email integration, and mobility.

What is Base CRM?

Base is a multifunctional account management and sales productivity tool that offers a whole gamut of features: contact and lead management, sales tracking and reporting, pipeline analysis, email and workflow automation, sales performance analysis, sales goals creation, advanced sales insights, data management, among others. It amplifies the capabilities of a CRM solution by allowing users to access customer data anytime, anywhere, and from any device for a more comprehensive insight into the health of their sales pipelines.

A mobile sales app, Base’s intuitive and user-friendly interface allows sales professionals to focus their time and energy on what they do best, instead of worrying about software navigation intricacies. Aside from the reminders and tasks that enable users to stay on top of their activities, the software gives you the ability to automatically capture and log calls, emails and appointments to facilitate account, contact and sales management.

Main Features

Base Voice

Base Voice is a feature that allows Base customers three main functions: calling, recording and logging, and reporting - essentially combining CRM, telephony and analytics in one platform. Sales professionals can make and receive calls straight from the Base CRM web app, making it a vital component of their sales productivity toolbox. To make a call, click on a phone number, and you’ll be given a set of options that includes Call via Browser. Once clicked, your call tools appear, and Base dials the phone number selected.

When you sign up for Voice, you have an option to claim your phone number, which you can then distribute to your customers/contacts. This then allows you to accept incoming calls to Base. If you can’t be reached for one reason or another, Base transfers the call to your mobile phone or your office phone number, depending on your set preferences. With Base Voice, outgoing and incoming calls are automatically logged, and notes in the scratchpad are, as well, automatically included in the call summary. Aside from reports to keep track of individual agent and team performance, Base’s Voice Reports affords managers full access to call logs to establish “call length versus success rate” relationships, among others.

Base Advanced Sales Insights

Base CRM offers an insights dashboard that gives you an at-a-glance visibility into the important sales metrics you’re tracking, like sales goals versus actual progress, account activity overview, top deals, and upcoming tasks and deals. Split into four buckets (top-priority items, account activity, top deals, and sales analytics), the dashboard allows you to review your priorities for the day, immediately after you log in to the system. Sales pipeline goal progress summaries are also prominently displayed, so sales representatives and managers know if they’ll hit their period-end targets.

Base also offers advanced sales insights through sales tracking, which gives you a detailed summary of where you and your team stand in the sales process. Each stage of the sales process can be customized to match your business needs. Sales forecasting, on the other hand, allows you to accurately foresee what your actual sales revenue will look like next week, month or quarter based on the current movement of the sales pipeline. Sales goals and quotas can be set to keep your teams focused on growing the business and aligned around a shared goal.

Base Workflow Automation

The benefits of workflow automation are numerous. These can include reducing errors, empowering employees to manage their tasks with zero or minimal supervisor intervention, and completing more tasks more efficiently. With Base CRM, users are allowed to call directly from the web app, where the calls are automatically logged for future review (something a lot of sales professionals forget when done manually), which then form part of vital reports to measure individual and team performance.

To ensure that nothing falls through the cracks, Base also has the Base Notification Center, which sends out pre-configured alerts about new assignments, task reminders and system messages. For specific notifications, like deals worth more than $10,000, notes added to the hot deals, or when someone adds a document to an account or contact you manage, custom notifications can be created.

Base Email Automation

Despite what others believe is the impending extinction of email because of social media and other communication gateways, email remains a primary communication channel for a lot of businesses. To simplify the way you organize and manage your accounts, Base CRM readily integrates with several email services like Outlook, Gmail, Google Apps, iCloud, Hotmail and Yahoo Mail. SMTP/IMAP settings need to be enabled by your email administrators when syncing Base with an Exchange server.

Once synced, all incoming and outgoing emails are checked against your contacts’ email addresses. When a match is found, the email is automatically affixed to the Base contact card. Emails sent from Base are then sent from your email address and appear in your email account’s Sent Mail folder. If you want to just send email from Base, you may choose to forego the incoming email capture functionality. For any email address that isn’t yet a Base contact, you have the option to create a contact card.

Base Mobility

The growing ubiquity of handheld devices is undeniable, a trend that's probably not about to decline any time soon. More and more sales professionals are relying on their smartphones and other smart devices to get things done, even when on the go. Base CRM understands this need to be productive anytime, anywhere with its full-featured mobile CRM.

Aside from native apps that are available for iOS, Windows Phone and Android devices, Base has an integrated mobile mapping feature, called Base Geolocation, that allows users to envision where contacts, leads and deals are on a map, schedule more efficient and less time-consuming customer visits, and figure out if additional sales representatives need to be assigned in a certain area. Base’s one-touch driving directions also make it easier to schedule business trips.

Integrations

Base has native integrations with apps like Harvest, Quote Roller, MailChimp, Facebook, LinkedIn, Google Apps, Outlook, Xero and Dropbox. It also has an open API client that integrates with any third-party application.

Pricing

Base offers a full-featured 14-day free trial. At the end of the trial, you can choose from three subscription packages: Starter, at $15 per seat per month, includes premium integrations, email automation, native mobile apps, geolocation, Base Voice, and call recording.

Professional, which is priced at $45 per monthly seat, offers all Starter features plus document repository, task automation, sales forecasting, and advanced sales insights. Pegged at $125 per seat per month, Enterprise covers all Professional functionalities, plus additions like call analytics and reporting, phone auto dialer, call scripts, teams and user-based permissions, and lead and deal scoring.

Bottom Line

  • Cloud-based CRM solution that dramatically boosts sales productivity
  • Provides actionable insights, such as where the inefficiencies are in the sales process
  • Real-time analytics allows sales reps and teams to take timely and appropriate measures to increase their close rates
  • Offers native mobile apps for iOS, Android and Windows Phone
  • Intuitive and user-friendly interface enhances software adoption rate, hence, better sales performance

Videos

Eric Dickinson

Fantastic and easy to use

28/02/2017

I have done a lot of research and used a lot of CRM. Base far exceeds the expectations I had for it. It is extremely customizable to fit your specific needs. The interface is very user friendly and puts all of the information you want to see in one place. The customer service is fantastic. The cost is a little more expensive than some of the other CRMs. But I am a firm believer in "You Get What You Pay For." With Base you get that an more. I would recommend this to anyone looking for a quality CRM.

Pros

Easy to use, Fully Integratable with other systems through their open API. Everything you need is in one place.

Cons

Set up costs are a little high.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Allison Jaffe

Base

23/02/2017

It's find does the basics but I do not like that I can do much customization with the pipeline and in order to do so I have to upgrade. Same with reports, I can't pull any more data without upgrading.

Pros

Its easy of use, UXI

Cons

not being able to pull reports without upgrading, paying more money customizing pipeline beyond the basics.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
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Jessica Rinson

Base Crm

02/02/2017

The base is a great client tracking software. Offering high-level reporting, whole team call, and email monitoring, and a very good integrated mobile app Base gets the job done for keeping track of your internal communications.

Pros

The mobile app syncs with each team member's phone and creates activity reports for each client. At any given moment you can check to monitor all communications, email, and calls sent to each client by your team. The activity stream allows the admin to monitor all communications for each team member in one place and creates a log to archive client interaction historically.

Cons

Base CRM works with a 3rd party quoting software integration. Which can be confusing during the transition with your team. The third party does offer email tracking to see if the clients are opening the emails and the actual proposal allows clients to choose from a selection of optional items that auto calculates into the final total as they decide which work to complete out of a list.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Base CRM

If you are looking for a system to easily track all calls and communications with clients, Base is it. As with most CRM, the data is only as good as what you are entering and if you do not have someone actively monitoring the final sales numbers and updating each client, your reporting features will not be correct.

Source: Software Advice
Helpful?   Yes   No
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Steve Surya

Geolocation is integrated

02/02/2017

Base CRM seems a good tool for small to medium size organizations. Have functionality which can be performed by your sales people. The dashboard has limited options but that seems sufficient to manage a sale. Geolocation is integrated to help your sales guys.

Cons

Lacks thirdparty integration. New services can be add to integrate with other systems like Slack etc.,

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10

Recommendations to others considering Base CRM

Nice CRM for small organizations with some limited features.

Source: Software Advice
Helpful?   Yes   No
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Neha Sharma

Native Mobile Apps helps our sales team

02/02/2017

One of the best thing about Base CRM is its Native mobile apps. It's easy to use and provides all the required functionality which is needed by a sales person. Sales call can be made directly from the mobile phones and the reporting feature helps to track all the data and statistics.

Pros

Comes with ability to customize the fields based on the sales process of a company. Helps with many other needed features

Cons

I like almost all features.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering Base CRM

Good CMS to be used and Native apps provides extra value.

Source: Software Advice
Helpful?   Yes   No
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Frank Zare

Great CRM Solution

02/02/2017

I actually implemented Base CRM for a client of mine, they are a smaller firm with 10 employees but they love it and they can't function without. I would definitely recommend Base as a robust online based CRM with the great mobile app.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Tim Sessions

Base, a BASE-ic CRM with tons of capabilities.

01/02/2017

It's a great tool to keep track of customers and move them through the pipeline. You can track progress, upload files, and keep records on all things done on your customer profiles.

Pros

I like that you can also make calls through Base.

Cons

Sometimes it can be easy to confuse personal profiles with business profiles. A hierarchy needs to be displayed easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Samuel Cote

Great features for a low price

08/12/2016

We liked Base because it does not cost too much and it is good with history. It also plugs with dropbox which is a good feature.

Pros

Great simple CRM.

Cons

Lacks some features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10

Recommendations to others considering Base CRM

Take a look at the history of changes, it is useful.

Source: Capterra
Helpful?   Yes   No
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Tia Walter

Great CRM

05/12/2016

I use Base daily to keep track of my notes and clients. I can upload files and import my emails so everything is in one place. Every day I go through my daily tasks and update my deals. The tool is easy to use with a lot of options.

Pros

I really like to have everything in one place. All of my files, emails, tasks, contacts, notes, everything is all connected. Having it all in one place simplifies my life a lot. I also like that you can assign things to other people.

Cons

The mobile app is awful and rarely works.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Base CRM

Nothing, just improve the mobile experience.

Source: Capterra
Helpful?   Yes   No
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Michael Reffner

Love this CRM

28/11/2016

Base CRM is an awesome tool. I've used other CRMs before, but this one is one of the leaders. It's easy to use, especially when I'm on the go. Base really helps users organize client info provides clear data that I can use to grow my business. I love it.

Pros

A variety of tool within the software. Easy to use from my mobile device.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Base CRM

You can't go wrong with the price. Price plans to meet your budget.

Source: Software Advice
Helpful?   Yes   No
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Who is Base CRM For?



Designed specifically for the middle market and large enterprises, Base is a handy productivity tool for sales leaders and representatives from essentially any industry. Majority of Base’s customers are from spaces like software, agencies, manufacturing, real estate, financial services, and consulting.

Included in Base’s pool of more than 5,000 customers are Allstate Insurance, Century 21, Detroit Labs, GE, Merck, 3M, PNC, Stryker, Wells Fargo and Xerox.

Read the full GetApp Analysis

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