Zendesk Sell Reviews

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.

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

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.

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.

I used this product when it was Base CRM. It was a great crm, no fluff, just basic CRM features that worked really well.

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!

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.

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.

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!

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.

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.

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.

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.

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.

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

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

A straightforward, simple tool that allows good lead and deal management. Not many integrations but you can do a lot with custom API

Leads and contacts are separate which can create duplicate issues. Email sequences can be improved.

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

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

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.

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.

It was easy to implement and customize and I hit the ground running

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.

The system is intuitive and it is fairly easy to customize and set up. Available reports are very customizable and easy to use.

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.

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.

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.

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.

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.

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.

I don't like the lack of integrations. When I want to integrate with other software Base is very lacking in that regard.

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.

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.

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.

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. :(

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.

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.

What I liked best about this app is that it is fully integratable with other systems, and has great native mobile apps.

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.

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.

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.

The recording of the calls feature.

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.

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.

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.

Easy to use, quickly implemented, reasonably priced

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.

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

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.