Zendesk Sell Features

Zendesk Sell

All-in-one sales platform for sales teams.

4.29/5 (128 reviews)

Zendesk Sell Feature Summary

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

Zendesk Sell Features In Depth

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.

Competitor Feature Comparison

API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Management
Auto-Dialer
Auto-Responders
Batch Processing
Business Card/Badge Scanning
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Management
Call Recording
Call Reporting
Call Scripting
Campaign Management
Cataloging/Categorization
Chat/Messaging
Churn Management
Client Tracking
Client/Property Matching
Collaboration Tools
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Rate Optimization
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Duplicate Detection
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Employee Management
Event Triggered Actions
Expense Tracking
FAQ
Feedback Management
Field Sales Management
File Management
For Sales Teams/Organizations
Forecasting
Geographic Maps
Geolocation
Goal Management
Goal Setting / Tracking
Graphical Data Presentation
Inbox Management
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Mail Merge
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Mobile Access
Mobile Alerts
Modeling & Simulation
Monitoring
Multi-Channel Communication
Multi-Channel Data Collection
Multi-Currency
Multi-Language
Negative Feedback Management
Offline Access
Opportunity Management
Organizational Charting
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Presentation Tools
Prioritization
Product Catalog
Project Management
Proposal Management
Prospecting Tools
Purchasing & Receiving
Quota Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Routing
Sales Forecasting
Sales Onboarding & Training
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Summary Reports
Survey/Poll Management
Tagging
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Text Analysis
Third Party Integrations
To-Do List
Training Management
Visitor Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Website Visitor Tracking
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Management
Auto-Dialer
Auto-Responders
Batch Processing
Business Card/Badge Scanning
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Management
Call Recording
Call Reporting
Call Scripting
Campaign Management
Cataloging/Categorization
Chat/Messaging
Churn Management
Client Tracking
Client/Property Matching
Collaboration Tools
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Rate Optimization
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Duplicate Detection
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Employee Management
Event Triggered Actions
Expense Tracking
FAQ
Feedback Management
Field Sales Management
File Management
For Sales Teams/Organizations
Forecasting
Geographic Maps
Geolocation
Goal Management
Goal Setting / Tracking
Graphical Data Presentation
Inbox Management
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Mail Merge
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Mobile Access
Mobile Alerts
Modeling & Simulation
Monitoring
Multi-Channel Communication
Multi-Channel Data Collection
Multi-Currency
Multi-Language
Negative Feedback Management
Offline Access
Opportunity Management
Organizational Charting
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Presentation Tools
Prioritization
Product Catalog
Project Management
Proposal Management
Prospecting Tools
Purchasing & Receiving
Quota Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Routing
Sales Forecasting
Sales Onboarding & Training
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Summary Reports
Survey/Poll Management
Tagging
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Text Analysis
Third Party Integrations
To-Do List
Training Management
Visitor Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Website Visitor Tracking
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Management
Auto-Dialer
Auto-Responders
Batch Processing
Business Card/Badge Scanning
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Management
Call Recording
Call Reporting
Call Scripting
Campaign Management
Cataloging/Categorization
Chat/Messaging
Churn Management
Client Tracking
Client/Property Matching
Collaboration Tools
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Rate Optimization
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Duplicate Detection
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Employee Management
Event Triggered Actions
Expense Tracking
FAQ
Feedback Management
Field Sales Management
File Management
For Sales Teams/Organizations
Forecasting
Geographic Maps
Geolocation
Goal Management
Goal Setting / Tracking
Graphical Data Presentation
Inbox Management
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Mail Merge
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Mobile Access
Mobile Alerts
Modeling & Simulation
Monitoring
Multi-Channel Communication
Multi-Channel Data Collection
Multi-Currency
Multi-Language
Negative Feedback Management
Offline Access
Opportunity Management
Organizational Charting
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Presentation Tools
Prioritization
Product Catalog
Project Management
Proposal Management
Prospecting Tools
Purchasing & Receiving
Quota Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real-time Updates
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Routing
Sales Forecasting
Sales Onboarding & Training
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Summary Reports
Survey/Poll Management
Tagging
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Text Analysis
Third Party Integrations
To-Do List
Training Management
Visitor Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Website Visitor Tracking
Workflow Management
XML / RSS
Visit WebsiteCompare App

Mobile apps

iOS App


1,511 reviews

Requires iOS 13.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


2,574 reviews

Zendesk Sell Feature Reviews

25 reviewers had the following to say about Zendesk Sell's features:

Per E.

Verified Reviewer

Super for mobility

2015-04-16

Premium plans with full data reports give salesmanagers totalt controll of salesteams.

Pros

Mobile Apps Phone integration Contactclipper Outlook plugin Reports

Cons

Lacks Social integrations Projects or campains

Source: GetApp
4 of 4 people found this review helpful
Helpful?   Yes   No
Read more
Nicole P.

Sales Pipeline motivates our sales team

2018-02-13

Pros

Its a helpful CRM for sales people and help them define their activities.

Cons

the mobile view need more attention to improve the activities management.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Jessica R.

Base Crm

2017-02-02

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.

Cons

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 Zendesk Sell

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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'Rowdie' Mitch G.

Really great CRM, more than I needed and more pricy than I was looking for.

2018-04-03

Simple CRM, really nice app.

Pros

The reporting was amazing and it was very customizable. The integrated voice option was very nice too.

Cons

I wasn't in love with switching between screens all day long. It also did have a learning curve and my employees didn't like it. Lastly, it was more money than I was looking to spend per seat.

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: Capterra
Helpful?   Yes   No
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Daniel B.

easy to use

2018-01-09

Pros

fast interfase with easy access to contact and deals with just a few clicks and the ability to send and receive messages

Cons

Does not support email integration similar to constant contact or mailchimp or social media interaction features

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Jimmy G.

Verified Reviewer

Very useful app !

2016-09-12

With Google Chrome plugIn, when we are working with LinkedIn, with a single click, add a contact to lead to our database in Base CRM.

Pros

Time saving for lead management. Followed best customer records.

Cons

Management contact book between Base CRM and Xero needs also improvement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Zendesk Sell

I have not tried other CRM, so I cannot compare. However, that CRM has been a revelation to me. I could no longer work without it. I highly recommend it.

Source: GetApp
Helpful?   Yes   No
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Rick L.

Easy to use, full-featured CRM

2017-06-10

It stores a lot of information on our clients and has different alerts to remind you of events and task.

Pros

It is well organized, scalable and offers everything a small business needs in a CRM

Cons

It can pick a photo up if you have some social media information, but I have found the process cumbersome.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
Sales and Account Development Rep (Marketing and Advertising company, 11-50 employees)
Verified Reviewer

Great CRM

2016-05-24

We work with hundreds of media stations.

Pros

I really like the email integration.

Cons

I wish the mobile app was as easy to use as the desktop.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Jared H.

Verified Reviewer

Solid SMB/SME CRM. Reports are lacking but otherwise great UX

2017-05-17

Pros

- Direct mail integration (no bcc required) saves everyone a world of hassle - Very easy to create customized lists of deals - Mobile app is very, very good - Easy to customize deal page with relevant info including "smart links" to 3d party sites - Decent UI and easy to understand - Integrated Dialer would be great if we weren't already using Dialpad - Quick onboarding, decent SFDC import - Zapier integration

Cons

- Reporting is completely inadequate: - No good way to report on lead sources - No way to report on leads by assignee - No way to create new reports if the pre-made ones don't do enough for you - The UI is surprisingly slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
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JASVIN G.

Top 10 to recommend

2018-07-30

Pros

Another best CRM software for cloud based customer relationship management as it makes easy to lead and generate reports while tracking on individual on.

Cons

Not few things I like anout this software is that It is its high price on an enterprise levels and their less integration of upcoming programmes, which can put this company on the top.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Anonymous
A verified reviewer

Great for first time use of a CRM

2017-11-18

Pros

voip is integrated without having to figure out some third party way of making calls, tracking the data, and recording them.

Cons

improved organization with client management. we were using excel prior and it is clunky for this purpose

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Mandi D.

Easiest CRM for on-the-go use

2017-10-05

Pros

great mobile app. ability to see the number of times a client has viewed an email! Easy to use deals/opportunities function.

Cons

Better integration with accounting and digital marketing softwares would be nice for me and might be critical for other industries

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
Senior Manager, Demand Generation (Computer Software company, 201-500 employees)
Verified Reviewer

Base CRM is an awesome enterprise CRM and personal productivity tool

2018-03-20

Pros

Automatic email, call, and text tracking, great full-featured mobile app, powerful and super intuitive web interface.

Cons

Lack of out of the box integrations compared to less user-friendly tools like Salesforce or Zoho, additional products from Base (reach prospecting / apollo) that extend functionality only available to larger teams

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Christian F.

Beautiful interface and smart features on top of a solid CRM system

2015-07-12

Pros

What makes this system very intuitive is the integration of many familiar elements, such as tags, drag and drop functionality, and smart filters.

Cons

I would consider the dashboard base's "achilles' heel".

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering Zendesk Sell

I strongly recommend to develop a set of business cases before testing this (or really any) software, especially when you compare it to other systems. It makes it easier to quickly see differences and allows you to stay somewhat objective. When comparing platforms, I also suggest to assess whether mobile access to the CRM system is a crucial element or not. A "beautiful" app can sometimes be misleading.

Source: Software Advice
Helpful?   Yes   No
Read more
Ron A.

Base CRM review

2014-12-18

Pros

Even when emailing from your computer software like Outlook or Mail, Base will grab this email and include it in your Base database.

Cons

At first I needed to clarify myself with the terminology they use (i.e. what's the difference between a lead and a contact.) However, once I realized how they think about it and present it in the software, it all made sense.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering Zendesk Sell

Try it out. Once you get used to working with it, it will be very hard to work without it. One of the best things about Base is the way you can see the Sales Pipeline right in front of you at all times, so you can see how close or far you are from reaching your monthly or quarterly goals. The way you convert a lead to a contact is a snap. For those who aren't sure yet, check it out on YouTube. They have many videos explaining Base.

Source: Software Advice
Helpful?   Yes   No
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Margaret S.

BASE

2017-09-07

Pros

Even when emailing from your computer software like Outlook or Mail, Base will grab this email and include it in your Base database.

Cons

Google apps sync is really bad, users all over the world complain about the very poor solution it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Eric D.

Fantastic and easy to use

2017-02-28

It is extremely customizable to fit your specific needs.

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
Read more
Brenden S.

Zendesk purchased Base CRM and let it die

2020-05-14

We were a long time Base CRM user, but since Zendesk purchased the platform it seems as if they have stripped down the development and support resources.

Pros

Easy to use You could get a good understanding of all the interactions with a customer from one screen.

Cons

Not many third-party integrations

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Email Marketing Manager (Health, Wellness and Fitness company, 11-50 employees)
Verified Reviewer

Easy to Use CRM

2017-09-11

Pros

Very intuitive and easy to use for keeping your list of contacts organized during the entire sales process.

Cons

Tasks could be integrated with Outlook calendar to get calendar prompts instead of email prompts.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Rueben S.

Verified Reviewer

Great UX design

2015-06-18

I picked Base for two reasons: a) it looked and felt nice b) it handled VoIP calls very well

Pros

VoIP calling is fantastic with great reports.

Cons

It doesn't sync social very well The in app email system could be better

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
3 of 3 people found this review helpful
Helpful?   Yes   No
Read more
Amel S.

A confusing crm platform...

2019-03-31

Pros

It's the best feature of Base. Easy to import emails.

Cons

I've tried many different CRM softwares until I found my favorite.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

4/10
Source: Software Advice
Helpful?   Yes   No
Read more
Sabrina B.

Easy Set-up and Very Functional

2017-12-27

Great CRM... Highly recommended!!!

Pros

This CRM was easy to set up and makes it easier to communicate with my team and keep them updated on the status of our clients.

Cons

I would like the data fields to be more customizable. I would also like to have multiple ways to search for a lead in the CRM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Daisy Q.

The product was very easy to learn and use.

2017-12-07

Pros

Good product to keep up contacts and follow ups organized for upcoming and business that are growing

Cons

More custom templates to send in emails and keep marketing fun, easy and fast to put out to new clients

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Tia W.

Great CRM

2016-12-05

I can upload files and import my emails so everything is in one place.

Pros

All of my files, emails, tasks, contacts, notes, everything is all connected.

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 Zendesk Sell

Nothing, just improve the mobile experience.

Source: Capterra
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Anonymous
( company, 11-50 employees)

Easy, convenient, effective

2017-12-05

Information all in one. Easy access to notes.

Pros

You can see if an email was sent outside of Base or if an email that was sent from Base was opened and if so, how many times.

Cons

It does sometimes shut down and if so it does for hours. Believe they may have fixed the glitch though as it has not happened in some time

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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