
Overall rating
Filter by
Company size
Time used
145 Reviews
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Easy, convenient, effective
Reviewed on 2017/12/05
Information all in one. Easy access to notes. Email synced to notification for appts or follow ups.
Pros
All the information for a client is stored into one. 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
- Industry: Entertainment
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Base is the CRM I decided to commit to using, and overall, I'm very happy with it.
Reviewed on 2017/06/13
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.
Pros
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.
Cons
In my list of pros, I mentioned that everything you could want in a sales CRM is built into Base. However, on the marketing side, it leaves a lot to be desired. I'm a one-man operation so I'm doing all of the sales and marketing myself.
My solution was to get the minimal ActiveCampaign account they offer and use it for my automation and marketing needs. Base and ActiveCampaign can work together using Zapier.
If you choose a higher level ActiveCampaign account, it does include a CRM with lead scoring and pipeline tracking. However, it's Mickey Mouse stuff compared to what Base can do
For example, Base's AI will actually tell you when a deal is in trouble based on the language contained within emails. It works amazingly well so you'll know right away if a potential deal needs your attention.
Another problem with Base is that they haven't improved it much. There are little things they should be able to fix right away, like having a field for a lead's phone extension. That's right, if you have a number and an extension, there's no place to enter the extension!
The knowledge base is very limited but support is decent. You'll be writing them a lot, not with technical issues, but with questions about functionality.
There's no community to speak of to after you sign up for Base, you feel like you're the only one using it.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Avoid this Zendesk stepchild!
Reviewed on 2022/10/04
Non-existent support. Sales team pretends like they have no obligation to deliver on promises. This product is NOT intended for business use. It's a liability to Zendesk.
Pros
I used this product when it was Base CRM. It was a great crm, no fluff, just basic CRM features that worked really well.
Cons
Zendesk's acquisition of this product was a disaster! They've got a bunch of bugs with bringing it into their ecosystem. It took almost a month to provision our account. Yes... we paid for a month of "we'll get it working soon, I promise!" Since then, in the past 6 months, our account has just disappeared as if we cancelled it (we paid for the year already). No login, no access to information, and no support. Support from Zendesk takes a few days per response. Getting back into our account last time took over a week. Right now, we're locked out of our CRM. It's costing us tons of money!
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Very streamlined and efficient, user-friendly and easy to customize, great customer service.
Reviewed on 2018/01/11
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.
Pros
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.
Cons
There are a few places here and there in the Base CRM that are missing small features - for example, there's currently no "Previous Lead" or "Next Lead" button on each lead page, you just have to go back to your lead list (similar to Salesforce). That said, none of these little features have slowed me down any, and they are extremely receptive to feature feedbacks and requests - based on their responses I'm confident that this CRM is just going to continue getting better as they continue adjusting to client feedback and ideas.
- Industry: Legal Services
- Company size: 5 001–10 000 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Zendesk Sell: Mobility and Integration Solution!
Reviewed on 2019/11/06
Zendesk Sell was well rounded and flexible to cater to our needs. It has various features that we are able to utilize, and smoothen up the sales process, such as customization of sales deals, automation of tasks and roles, forecasting sales, deal customization, even the organization of smart lists, and yeilding reports.
Pros
As an independent sales representative for Medical Justice, we aimed to be both mobile and flexible for our clients. The company has then decided to dive into an all new CRM software that brings forth mobility and integration that would allow adoption and improvement from the representatives; this is how Zendesk Sell came into the picture. Zendesk Sell happen to offer and provide every detail the company needed for a CRM. It was perfect! It was our solution!
Cons
So far, it's has been helpful and we love the fact of how flexible it was to cater to our needs, therefore, there is nothing to dislike, nor cons that we could think of.
- Industry: Publishing
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Very useful app !
Reviewed on 2016/09/12
For our micro-enterprise, we consider this App as an employee who helps us to coordinate customer records. Since we are working with Base, we lose fewer customers and time to acquisition. 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. This prevents us from doing it manually as before.
Pros
Time saving for lead management.
Followed best customer records.
Android, calls are automatically tracked and recorded in base with an option to add a note of the conversation in order to remember it and therefore continue the discussion more effectively to the next call or email.
Cons
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.
- Industry: Real Estate
- Company size: 10 000+ Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great Tool for Keeping All Your Clients Together
Reviewed on 2017/05/01
Pros
Really comprehensive. I found myself adding things to client profiles, interactions, and deals just to fill in and use all the features!
Really fantastic for keeping everything related to a client and their deals organized.
Cons
Some things are too specific and didn't fit perfectly with my work flow or type of business.
The Client Space, while a fantastic idea, needs work. It's a bit user unfriendly on the client side. Also, it's pretty ugly which is a shame since the rest of Base looks so good.
- Industry: Computer Software
- Company size: 201–500 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Base CRM is an awesome enterprise CRM and personal productivity tool
Reviewed on 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
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Good CRM
Reviewed on 2021/05/13
Good overall experience, nice tool that does what is needed
Pros
A straightforward, simple tool that allows good lead and deal management. Not many integrations but you can do a lot with custom API
Cons
Leads and contacts are separate which can create duplicate issues. Email sequences can be improved.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Advanced CRM require learn
Reviewed on 2021/08/31
Totally is pretty good with the price like they offer. High tech require, report good, beautiful ui/ux
Pros
They good at show how time to spend on each prospect via Smart Status. Pipeline provide the specialization of each stage require you focus to move deal next stage. The UI:UX is modern and fresh. Its colorful then your eye will interact faster
Cons
Not have an overview for the pipeline, you should go to report to see. The left-sidebar only provide the information key-in with the Bold style so it may difficult to see and assumpt
- Industry: Retail
- Company size: 501–1 000 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 7.0 /10
Finally something new and interesting from Zendesk
Reviewed on 2020/05/07
The overall experience with Zendesk sell has been really good, I would recommend it.
Pros
Our team really liked this tool over salesforce. There are a ton of really great options and features, along with a pretty easy to use UI.
Cons
This is a new offering for Zendesk and the onboarding process left a lot to be desired. I do believe this will improve over time.
- Industry: Hospitality
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Trial Over, locked out of account, can't get access to my data: I trusted them with my company!
Reviewed on 2020/06/19
I am on day 3 of having no access to all my data. I can't get anyone to help me pay and regain access after my trial (I started trying to sign up with 1 1/2" days left in the trial. My sales associate has vanished, no one is answering the sales phone number, no one is responding to my emails or phone messages. I have spoken to support, they can't help. They told me they would ping sales and label it "urgent." I called a phone number I pulled off of google, and the man apologized and said he'd help, but I still have no access or responses hours later. Ironic that they are a customer service management software company and they can't effectively manage a customer... Unbelievable. I trusted them with the data of my company and now I don't have access to it...
Pros
It was easy to implement and customize and I hit the ground running
Cons
The emails lag in arriving, and generally are not user friendly, I can't figure out how to have more than one contact per deal, and some features I want are not included in the lower tier version unlike their main competitor.
- Industry: Facilities Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Does not support SaaS business model. Very overpriced in comparison to other options in the...
Reviewed on 2020/10/05
Zendesk is good for companies that sell products and don't need advanced reporting capabilities. For other businesses, it is not a good option. The system is ok despite its limitations, but the price should be halved for it to be worth it.
Pros
The system is intuitive and it is fairly easy to customize and set up. Available reports are very customizable and easy to use.
Cons
System has limited functionalities. It mainly doesnt support SaaS business model and lacks certain key and also unimportant features. Despite excelling at the available reports the system offers, it does not allow you to access other key reports to the business without upgrading to the most expensive option (199$), leaving key business metrics to be manually calculated unless you pay 200 bucks per user.
- Industry: Higher Education
- Company size: 201–500 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great modern day CRM
Reviewed on 2018/04/07
Pros
Unlike Salesforce, Base CRM was created in the cloud. It is a great sales and client communication tool. The best feature is the mobile app for Android that integrates with your text messaging.
Cons
Base CRM is a bit more pricey than its competitors. Additionally, you have to pay for each employee that uses it as compared to paying for a group of individuals to have access.
- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Goof value, great service
Reviewed on 2017/12/19
Overall good product, with some small drawbacks.
Pros
The best aspect of this product is its flexibility and cross functional uses. I am able to manage from a sales operations standpoint and all of the reps are able to track and log from their mobile devices. The ability to customize the funnel stages is also critical to the way my company uses Base and makes our entire sales team far more efficient.
Cons
There are some drawbacks in the analytics side of Base CRM. I do not always have the ability to procure the reports that I need and must accomplish them in the excel outputs. It is a manual process but only for the folks doing a deeper dive into the analysis.
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Base is okay. I probably wouldn't recommend them.
Reviewed on 2017/06/07
I get to track my leads. That is a big deal to me.
Pros
I like how I can keep track of my leads. I can turn them into whatever categories I choose and I can follow them through until they become clients.
Cons
I don't like the lack of integrations. When I want to integrate with other software Base is very lacking in that regard.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Base Crm
Reviewed on 2017/02/02
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.
- Industry: Management Consulting
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Fantastic CRM
Reviewed on 2016/08/26
Pros
Base's Support Team is fantastic. They flew out members of their team to get us set up. They gave shirts and other swag, and were a delight to deal with. Online support is fantastic, and quick. Base itself is easy to use, and has a streamlined work Flow. There software is very user friendly and modern. You can get up and running in a matter of days. Reach out to them and find out if their software will fit your needs. Either way, I'm sure they will be warm and welcoming to your team.
Cons
We ultimately moved away from base because there was no way to create some key API integrations that we needed in our industry. I occasionally imported a doc that resulted in a few hundred duplicate users. They could be cleaned up quickly, but still inconvenient. :(
- Industry: Computer Software
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Everything I have ever wanted in A CRM
Reviewed on 2016/09/07
Pros
Base is great for small companies that want to get started with a CRM that has fantastic user support, easy information entry, and fantastic smart lists. If you are a company that has between 100 to about 2000 clients, you will love Base and their team. It's powerful, and can be taught in a day and shows users value from day one.
Cons
Let's face it, you are town between using Base or Salesforce, and so were were. While base is cost effective in the beginning, we spent hundreds of engineering hours trying to migrate to Salesforce eventually, resulting in a negative savings. While I love Base for it's simplicity, if you know you will one day move, move to Salesforce today. Maybe one day Base will offer the amount of features and integrations that Salesforce has, but not today.
- Industry: Farming
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Base CRM
Reviewed on 2017/04/19
Overall this is a decent CRM for a young company. However, as with any CRM, you need to sit down and do your homework. Look at where your business is now and where you want it to be in a few years. Will you outgrow this app quickly or will it serve your needs well over the long term. If you feel you may outgrow the app in short order, you may want to consider jumping right over to Salesforce rather than try to migrate your data. If you feel this app will serve your company and users well over several years, it is a solid option.
Pros
What I liked best about this app is that it is fully integratable with other systems, and has great native mobile apps.
Cons
What I liked least about this product was the ease of use, there is a bit of a learning curve. Also, the setup costs are a bit high.
- Industry: Marketing & Advertising
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Base CRM review
Reviewed on 2014/12/18
Pros
It's easy to use. You can sync on mobile devices and desktop computer. It's great for groups and team work. Base works very well on a mobile phone, in my case an iPhone. It's very easy to navigate between the dashboard, to the leads, contacts deals tasks calendars and reports. you can even enter your email setting to save every email in the system regardless of where you send it from. Even when emailing from your computer software like Outlook or Mail, Base will grab this email and include it in your Base database.
Cons
I haven't had any problems with Base, short of the speed in which it was working on cellular network. 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.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Ease of Use
Worst CRM I have used, doesn't work half the time and has terrible customer support
Reviewed on 2017/11/20
Avoid this, stick to either Salesforce or Hubspot. Wanted to give this system a chance but the code is so bad and the amount of times things break or functionality doesn't work is shocking. Upgraded our service and half the stuff stopped working... My director is so tired of using them that we are going to migrate to Hubspot or anything else. Their customer support has been really below par.
Pros
The recording of the calls feature.
Cons
It's slow, breaks down at times, calls don't work half the time, entering numbers to call can't be done in certain ways on some forms, support is slow. Smart lists views leave way too much spase at the top of the screen, so you can only see a few contacts at a time.
- Industry: Computer Software
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 7.0 /10
Base - a good product for small companies
Reviewed on 2015/03/13
Pros
Base is really simple to use and has invested a lot in continuously making the user interface clean and intuitive. We really like the visualness of watching deals move through the pipeline.
Cons
At the time of our use, it lacked some of the more sophisticated reporting you would find in some of the major CRM providers. We found it difficult for each functional area (Sales, Account Relations, Support) to use – it served better as a deal tracking tool.
- Industry: Computer Software
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Mixed, some very good features, but also poorly designed
Reviewed on 2015/10/13
Pros
Easy to use, quickly implemented, reasonably priced
Cons
Google apps sync is really bad, users all over the world complain about the very poor solution already since 2013 but base doesn't do anything about it.
This and some other major issues led us to change to another solution.
Support and online tutorials is also not satisfactory.
Base tries to sell you something really hard and they don't care about their customer base.
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Weekly for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Easy to Use CRM
Reviewed on 2017/09/11
Pros
Very intuitive and easy to use for keeping your list of contacts organized during the entire sales process.
Cons
The Gmail integration currently only works with your username as email, but not aliases.
Tasks could be integrated with Outlook calendar to get calendar prompts instead of email prompts.