Base CRM Pricing, Features, Reviews & Comparison of Alternatives

Base CRM

All-in-one sales platform for sales teams

4.39/5 (114 reviews)

Base CRM overview

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.

The 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. The Base CRM mobile apps aim to help salespeople get more done every day while spending less time taking notes and entering data. Intelligent features including email sentiment analysis and a smart auto-dialer allow reps to 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 users to do this at scale with the aim of enhancing sales efficiency increases and revenue growth.

The days of buying eight different software products to manage your sales team are long gone. Base combines the functionalities of a CRM with email, smart phone dialer, sales reporting package, lead scoring, and more, into one solution.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Asia, Australia, Canada, China and 4 other markets, Europe, Germany, Latin America, United Kingdom

Supported languages

Dutch, English, French, German, Polish, Portuguese, Spanish
Base CRM screenshot: Geolocation allows users to identify leads and contacts by locationsImagine A CRM Built for You - Base CRMBase CRM screenshot: Real-time notifications provide insights into the sales pipeline in real timeBase CRM screenshot: Log in-person interactions with one tap on a map viewBase CRM screenshot: Deal cards provide all important information about a deal in one easy to navigate spaceBase CRM screenshot: Base for Android: Manage contacts from a mobile deviceBase CRM screenshot: Smart Lists: highly customizeable reports that can filter on any dimension and feature real-time editing capabilitiesBase CRM screenshot: Base for iOS: Access and manage leads from iOS devicesBase CRM screenshot: Reports: get rich, out of the box reports with actionable insights in just one clickBase CRM screenshot: Base for iOS: designed specifically for tabletsBase CRM screenshot: Team Dashboard: a real-time feed of all team activity with critical information available at a glanceGetting started with Base!

Base CRM reviews

Value for money
Ease of use
Customer support
Zach Waldman

Base is the CRM I decided to commit to using, and overall, I'm very happy with it.

Used daily for 2+ years
Reviewed 2017-06-13
Review Source: Capterra

Base has helped motivate me. It makes making calls fun because you can see your goals and your progress toward them. Base keeps me on top of what's important. For example, I called a business to see if they were interested in my services. I was told they were interested but to call back when they planned their event in a year! It's easy to set the task to call the lead back in a year, and even better is that the phone call was recorded. I can listen back and when I follow up, know exactly what's going on. Base has also given me a clearer picture of which sources of leads are best so I'm able to focus on them first. I could go on and on about the benefits of using Base. It's a huge part of my business.The best thing about Base is that it works. I tried free trial versions of a couple of other CRMs and my first big test was importing data and mapping it. The very first time I tried this with Base, it worked without a hitch. The other CRMs I tried hit some kind of a snag. I'm sure I could have contacted support or messed with them and gotten then to work, but what's the point when Base worked right the first time? On a side note, it's been my experience with almost all software that you get what you pay for. Base isn't cheap, but I also never have a problem with it. Again, you could find a cheap or even free CRM and make it work, but at what cost? Time? Aggravation? The second reason I chose Base is because voip is integrated without having to figure out some third party way of making calls, tracking the data, and recording them. With Base, you have everything you could want in terms of a sales CRM. Lastly, the reports are awesome. They give you any kind of info you could want.

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Alise Contreras

Flexible and simple CRM-system

Used daily for 2+ years
Reviewed 2018-12-04
Review Source: GetApp

"The main advantages of Base CRM are: - simple and intuitive management of leads; - view funnel, create reports on transactions; - separate reports for representatives and managers; - presence of several filters; - the possibility of forecasting sales; - tracking the effectiveness of E-mail newsletters - the ability to make calls from CRM; - recording of telephone conversations. Using all these functions, you can bring your sales to a new level. The program has all the necessary analytics and functionality for a successful business. Also, program integrates with other necessary services and applications but integration sometimes causes problems. It may take a long time or fail. It all depends on the service with which you want to integrate CRM. I hope soon developers will eliminate this problem."

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Daniel Wiseman

Very streamlined and efficient, user-friendly and easy to customize, great customer service.

Used daily for less than 6 months
Reviewed 2018-01-11
Review Source: Capterra

Base made it easy for me to customize a CRM to exactly my needs, as well as bring all the functions of my business - from calls and emails to tracking deals and closings - into one place.I'm in the real estate field and I've used maybe a dozen different CRMs over the years, both for myself and at different companies. I've worked in Salesforce, Top Producer, and CINC extensively. I found Base on accident while I was trying out a handful of new CRMs to kick off a new independent venture, and it's easily the best one. It automatically logs a huge number of my activities so I don't have to take notes, includes a built-in phone system so I can make all calls through my computer quickly (and automatically track them), and it's really intuitive and easy to customize. Funny enough, I think one of their smartest "features" is that they give you a 30-day free trial on a full-service version of the software up front. Because it's a really intuitive system, getting a chance to click around in the CRM and test out how I would set it up made it clear quickly it was going to be an excellent option. PS - the customer service is fantastic. I'm admittedly a bit of a high-maintenance client, and they always respond quickly and with clear answers.

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Kraig Purcell

Base CRM is aimed at teams of small, medium, and large businesses

Used daily for 1-2 years
Reviewed 2018-11-26
Review Source: GetApp

From any perspective, it is a convenient tool which helps us to ramp up the productivity of sales leaders, for example, as well as to cope with sales management of almost any industry. We have deals with software development process and agencies engaged in a real estate sale. Base CRM is a kind of universal service because its design and functional capabilities can suit perfectly the needs of different sized-businesses. The only thing we would like to recommend is to make a comparative analysis between the different offered solutions to find out the true and most suitable on in your individual case.

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Intuitive, User Friendly GUI and Great Service Personnel

Reviewed 2014-03-06
Review Source: GetApp

I felt one of the reviews was unfair and unhelpful. I hope this will help people in their decision making. To keep the review in context, I am part of a smaller business in financial services, where client numbers aren't in the multitudes. First off, I want to say that their customer contact personnel and support team are absolute stars. Very polite and attentive, they called me up within 2 minutes of finishing the tutorial to see if I had any questions. Second, they had a walk through tutorial! Unlike Insightly or 3 of the other CRM's I tested, Base did not just leave you to test it out on your own. They populated the account with a dummy setup to more thoroughly demonstrate its uses. On completion of the tutorial, they reset the account and let me tinker myself. The interface and functionality of Base is highly intuitive. After the initial walk through, I was able to determine how to create, edit and manage all the fields, filters, contact statuses, pipeline stages, etc. Finally it has connectivity with Office 365 and allows for email syncing... (however this has not been functioning fully for me) Now some issues I ran into, the syncing of my emails to base is a bit dicey. We use office 365 and Base can connect to it to sync emails. However, my emails aren't being received in base correctly. I can send mails, individually or in mass, via Base, but my mails don't automatically sync upon receiving at all. I have to use the Base plugin on Outlook to send the appropriate mails manually. While this is inconvenient, the staff have been very helpful and are working on it. Hopefully there is a resolution to this inconvenience.- Intuitive, User Friendly and generally refreshing to work with - Great tutorials and educational content via their blog - Support staff are attentive and helpful - Offers office 365 email connectivity (BIG +++)

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Base CRM pricing

Starting from
Pricing options
Free trial
View Pricing Plans

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

All plans are billed annually. Add-ons are also available for an additional cost.

Base CRM features

Activity Dashboard
Activity Tracking
Automatic Notifications
Automatic Reminders
CRM Integration
Calendar Management
Contact Database
Custom Fields
Customizable Templates
Data Import/Export
Email Integration
Mobile Integration
Reporting & Statistics
Third Party Integration

Customer Database (113 other apps)
Customizable Branding (144 other apps)
Customizable Reporting (125 other apps)
Electronic Payments (112 other apps)
Social Media Integration (123 other apps)

Category Leaders ranking


#16 in CRM

View full ranking

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 also features in these categories:

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.

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.

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.


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.


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

Additional information for Base CRM

Key features of Base CRM

  • Calendar integration
  • Call reporting
  • Call scripting
  • Custom fields
  • Data import/export
  • Document storage
  • Lead scoring
  • Web forms
  • Role-based permissions
  • Pipeline management
  • Configurable workflow
  • Sales reporting
  • Predictive analytics
  • Permission management
  • Data synchronization
  • Real time data
  • Activity tracking
  • Real time notifications
  • Real time updates
  • Lead management
  • Opportunity management
  • Collaboration tools
  • Offline access
  • Geographic maps
  • Geolocation
  • Email templates
  • Email tracking
  • Automatic notifications
  • Auto-dialer
  • Prioritizing
  • Reporting & statistics
  • Status tracking
  • Pipeline reports
  • Website integration
  • Conversion rate optimization
  • Data visualization
  • Tagging
  • Data filtering
  • Filtered views
  • Custom forms
  • Lead assignment
  • Call recording
  • Lead distribution
  • Customer segmentation
  • Activity dashboard
  • Deadline tracking
  • Workflow management
  • Event triggered actions
  • Mail merge
  • Email integration
  • Microsoft Outlook integration
  • Call analysis
  • Territory management
  • Organizational charting
  • Formula management
  • Quota management
  • Goal setting / tracking
  • Performance reports
  • Contact database
  • Forecasting
  • Sales analytics
  • Sales forecasting
  • Sales tracking
  • CRM integration
  • Employee management
  • Receiving
  • Customizable templates
  • Third party integration
  • Chat
  • Instant messaging
  • Dashboard creation
  • Visitor targeting
View All Features


One-click, intelligent, out-of-the-box reports

Customizable and editable list reports (dynamic and static)

Mobile app on both iOS and Android with full desktop capabilities

An in-house success team which onboards, trains, and supports the sales team’s growth

Automated data analysis and prescriptive insights for sales acceleration