Base Review
Base – CRM – Sales teams that use Base sell more
Summary review: The visual CRM with excellent call-based lead management features, Base is designed to be used by both salespeople and sales managers to ensure a constant flow of high quality leads
Website: https://getbase.com/
Twitter: @getbase
As featured in our guides:
Tracks Apptivo Base PipelineDeals Insightly Pipedrive
Cheapest & best for finance/accounting integration Most Expensive Best for Document/Data handling Best for file sharing Best for integration
Email Templates/Automation Y Y
activity & sales reporting Y Y
Pipeline management Y Y Y
Customisation BEST Y Y Y
Email integration Y Y Y Y
Payment integration Y
Google Apps Integration Y Y Y Y
Mobile App Y Y Y Y Y Y
Leads Y Y Y
Contacts Y Y
Tasks Y Y
Deals Y Y
Document storage Y BEST
Geolocation Y
Call recording Y
Advanced security Y
Business card scanner Y
Integrations Tracks Apptivo Base PipelineDeals Insightly Pipedrive
Integration level MID MID MID HIGH HIGH BEST
API In Development Y Y Y
Accounting BEST Y Y Y
Browser Apps In Development Y
Contact Management Y BEST Y
Customer Support Y Y BEST
Data Management BEST Y Y
Document Handling Y BEST Y
Email Services Y Y BEST Y
File Sharing Y Y BEST
Forms & Surveys BEST Y
Productivity & Team Management Y Y BEST
Sales & marketing Y Y BEST
Social Media Y Y
Trial Period 14 30 14 14 14 30
Payment style Per month Per user per month Per user per month Per user per month Per user per month Per user per month
Basic 16 10 25 24 15 12
Top-tier 25 25 125 48 129
Annual Billing Optional Optional (10% off price) Optional (reductions for annual payment)
Probably, Base is more higher priced than other competitors in the category, but it definitely has one good feature worth paying for: Call recording and Geolocation. In whole, the tools performs well so far as the ‘basic’ CRM menu is concerned. Yet, it lags behind other participants when it comes to Reporting, Pipeline Management and Document handling.
Integration is Medium: 8 tools out of the list of 57.
| Tracks | Apptivo | Base | PipelineDeals | Insightly | Pipedrive | |
|---|---|---|---|---|---|---|
| Xero | Y | Y | ||||
| Authorise.net | Y | |||||
| PayPal | Y | |||||
| QuickBooks Online | Y | |||||
| Zipmark | Y | |||||
| Google Apps | Y | Y | Y | Y | Y | Y |
| Zapier | InDev | Y | Y | Y | ||
| API | InDev | Y | ||||
| Chrome | InDev | Y | ||||
| HighRise | Y | Y | ||||
| PieSync | Y | |||||
| Sugar | Y | |||||
| SupportBee | Y | Y | ||||
| Userlike | Y | Y | ||||
| HelpScout | Y | |||||
| Kato | Y | |||||
| Bedrock Data | Y | Y | ||||
| Import 2 | Y | Y | ||||
| Cloutex | Y | |||||
| Data2CRM | Y | |||||
| itDuzzit | Y | |||||
| PandaDoc | Y | Y | ||||
| RightSignature | Y | Y | ||||
| Evernote | Y | |||||
| NiftyQuoter | Y | |||||
| Proposable | Y | |||||
| Zoho | Y | |||||
| MailChimp | Y | Y | Y | Y | ||
| Outlook | Y | Y | Y | |||
| INinBox | Y | Y | ||||
| ActiveCampaign | Y | |||||
| Boomerang | Y | |||||
| Direct IQ | Y | |||||
| Dropbox | Y | Y | Y | |||
| Box | Y | |||||
| 123ContactForm | Y | |||||
| Survicate | Y | |||||
| WuFoo | Y | |||||
| daPulse | Y | |||||
| HubStaff | Y | |||||
| Intellibook | Y | |||||
| Meldium | Y | |||||
| ProjectVision | Y | |||||
| TimeCamp | Y | |||||
| Woopra | Y | |||||
| Quote Roller | Y | Y | Y | |||
| Flow XO | Y | Y | ||||
| Brandizi | Y | |||||
| Ecquire | Y | |||||
| FrontLeaf / Z-Insights | Y | |||||
| Kixie | Y | |||||
| Leadfeeder | Y | |||||
| Plecto | Y | |||||
| talkdesk | Y | |||||
| VipeCloud | Y | |||||
| Y | ||||||
| Y |
Nominations
Best Management Software
No distinction, Best for Geolocation and call recording.
Battle wins
Lead Management tool Battles
Battle wins: 2/5
