Base is a CRM software designed specifically for salespeople. It provides users with an all-in-one platform where they can perform tasks such as sales tracking, contact management, and task management. We compiled Base CRM user reviews from our website and from around the web and determined that it has generally positive ratings. We also shared its available pricing options.
Want to know the top CRM software for small business? Read our Base CRM alternatives guide.
Summary of Base CRM User Reviews
What Base CRM Does Well
Users who gave Base CRM a positive review said that they find the platform easy to use and that its integrations with other apps are helpful. They also mentioned that they like the dashboard and features such as smart lists and data transfer.
What Base CRM Does Not Do Well
Users who gave Base CRM a negative review said that they wish to see improvements on the system’s custom fields and customer records. They also complained about the email-only medium of customer support.
Which CRM Is Best For You?
Most Helpful Positive User Review
“I love the user-friendly interface and layout of the dashboard. Building multiple smart lists and being able to export them are both extremely useful for our reporting and marketing purposes.”
– Peter Aquilina
Most Helpful Negative User Review
“Base has a lot of issues that frustrate me. First and foremost, I can’t move from record to record as you can in a standard database. I have to move from a record, go back out to the main menu, and click on the next record. Their customer support is horrible. Email only — with very slow response time, then it’s a canned email telling me how important I am and how they can’t wait to help me. There are numerous tech issues they seem to deny and have no fix for. Examples: records and notes disappear from the database regularly. No easy sync method with my tablet.”
– Terry Lamb
Base CRM Pricing
Base CRM has three subscription options that are billed annually: Starter, Professional, and Enterprise. The Starter Plan costs $45/month, the Professional Plan costs $95/month, and the Enterprise Plan costs $145/month. The main difference between the plans is the availability of premium features such as funnel forecasting, lead and deal scoring, and predictive sales intelligence.
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Base CRM Features
Check out the list below for some of Base CRM’s features.
- Lead and Pipeline Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Lead and Deal Scoring: displays probability to close a deal or level of potential purchase from a customer/client.
- Task Automation and Management: allows users to track the progress of their various tasks and projects by sending reminders and notifications for specific tasks and deliverables.
- Sales Reporting and Forecasting: lets users analyze and predict sales growth within an identified timeframe based on their average business performance.
- Team Collaboration Function: lets various member of the team work on the same accounts at the same time.
- Mobile Access: allows users to manage their CRM functions on the go using their smartphones.
- Marketing Automation: allows users to perform and automate repetitive tasks related to marketing such as sending email newsletters and managing social media.
Helpful CRM Software Resources
The 6 Best CRM Software for Small Business in 2018 — Read our buyer’s guide for the top six CRM for small businesses. We looked at the most popular options and rising stars that cover the range of options for small businesses in terms of price, features, and integrations.
What is CRM Software? An Introduction for Small Businesses — A CRM software stores contact information, logs conversations, tracks the progress of sales, and helps users manage their daily tasks. We share how Insightly helps business owners streamline and automate their tasks.
Best Free CRM Software — Want to use a CRM but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Base CRM FAQ
Does Base CRM offer a demo or a free trial?
Yes. Interested users can visit the website to request for a demo and sign up for a 14-day free trial.
What forms of payment does Base CRM accept?
Payments made using major credit cards are accepted. For annual subscriptions with more than 25 users, bank transfers or check payments are also accepted.
What industries does Base CRM cater to?
Base CRM is used by businesses from the following industries: consulting and services, broadcast and media, medical, manufacturing, and more.
Base CRM Overview Video
This video provides an overall background on what Base CRM can do to help users effectively manage their customers.
Popular Integrations
When choosing a CRM software, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Base CRM’s popular integrations:
Top Base CRM Alternatives
Not sure if Base CRM is the right fit for you? Read our reviews of all top CRM software for comparison or check out one of these three Base CRM competitors.
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Peter Aquilina Director Real Estate Dynamics
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
I love the User friendly interface and layout of the dashboard. Building multiple smart lists and being able to export these is also extremely useful for our reporting and marketing purposes.
I love using their Smart lists for reporting and marketing purposes. However, there are some options or “Fields” available in one smart list which is then not available on the other. We want to have a list of our current Deals and the contact information, ie: email and phone available for exporting into our marketing software yet this is not possible. The same goes for having our Contact smart list where we have those fields available yet we do not know which Deal they are associated with. There is also an issue with emails syncing on a contact – sometimes we will not know what has been sent out from the business to a potential client and therefore, double ups can occur.
Their limitations across combining Contact and Deal smart lists. Some of the functionality available in one is not available to the other which makes exporting for reporting purposes more time consuming.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Terry Lamb
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceOrganic
Not too many things. I use Base because there are not any good CRM programs that understand the direct sales market or process and Base at least has some of the features important to direct sales consultants.
Base has a lot of issues that frustrate me. First and foremost, I can’t move from record to record as you can in a standard database. I have to move from a record back out to the main menu and click on the next record. Their customer support is horrible. Email only, with very slow response time. Then, it’s a canned email telling me how important I am and how they can’t wait to help me (ugh). There are numerous tech issues they seem to deny and have no fix for. Examples: Records and notes disappear from database regularly. No easy sync method with my tablet.
I use base because there is no CRM (including Base) designed for direct sales. If there were, I’d be using it.
Verified Review
This reviewer provided a screenshot to verify they are an active user of the product.
Review SourceOrganic
Chris Gerac
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
I think Base integrates strategically. Their google and zen desk integrations appeal to younger businesses. They also have layers of depth in their product.
For the most part, base was great. I think functionally, the interface can seem a little clunky, but overall I believe it is relatively easy to use.
The scope of their functionality. As a straightforward CRM, base is wonderful. but it is limited on categorizing information outside of the normal uses.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Kailey Donewald
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Makes the product user friendly and intuitive and customer service has always been top notch.
Allow for customizations as the lowest membership level. The sales stages don’t make sense for our company and while we can change the names, there are certain automatic triggers (like invoice creation) that only happen at a certain stage and we are unable to add more stages before it.
We are a food industry start-up and the sales pipeline doesn’t entirely match our process and it’s been a challenge to adapt it to fit our needs.
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Ashley Ann Lipscomb
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.
Base is super intuitive and user friendly. Customer service is always very quick to respond.
I have not had any issues.
I felt like I knew everything I needed to before implementing
Review SourceFitSmallBusiness invited user to leave a review and offered a nominal gift card as a thank you.