Zendesk Sell Reviews & Product Details - Page 19

Base has made it easy for our sales team to streamline communication with our target audience and to effectively organize them in stages, saving us a lot of time with our clients. The ease of calling, texting, emailing, and updating notes from one "contact page" has truly revolutionized our process so that if used effectively, we can map out where each client is at each step of the process. As a manager, I have had an easy time viewing my team's progress and tracking our deliverables. Review collected by and hosted on G2.com.

Sometimes there are functions that don't update quickly or efficiently and cause hiccups in our process. One example is that I will oftentimes need to refresh the page once or twice before I am able to send a certain message. Review collected by and hosted on G2.com.

I like the up to the minute updates across our organization (we have 3 offices/cities), the format/interface, being able to customize fields, great customer service, regular updates and improvements to the interface/service showing that BASE is forward thinking. Review collected by and hosted on G2.com.

There is some functionality (or lack of) we find frustrating. The top 3 are not being able to import information based to a contact's unique ID number, the inability to mass update contacts additional fields (like you can mass update tags) and the integration with Mailchimp being very limited (can't remove a contact from MailChimp without unsubscribing, can't see any email sends or stats). Review collected by and hosted on G2.com.

The ease of use and simple UX. We were also able to filter multiple queries with no problem. Our entire team enjoyed being able to jump in to use without having to go through hours of video onboarding. Review collected by and hosted on G2.com.

Nothing that I found. For a CRM, the simpler, the better. I've used about seven or eight different solutions in my past and this is my fave to date. Review collected by and hosted on G2.com.

I liked that you could sink your email with the system and you could see all your emails to a client in the system. Review collected by and hosted on G2.com.

Complicated to use. I felt like I spent more time trying to fix and log things in the system than actually making sales calls. Review collected by and hosted on G2.com.

The ability to add custom fields to customers and deals and the smart list feature. Review collected by and hosted on G2.com.

Some fields that can be added aren't "filterable" and it's not clear why. Review collected by and hosted on G2.com.

Great for sales in terms of creation and maintaining of lead. Many tools and strong reporting around activity and information on deals Review collected by and hosted on G2.com.

It's pretty much a standalone platform as there are few other plug-ins. I've mentioned to many people we use Base, and people don't recognize it. Would help if it was more well-known, and had more offerings. Review collected by and hosted on G2.com.

This CRM has mostly everything I need, with the exception of a few features. Emailing within Base, tracking emails, leaving notes, setting appointments, importing and exporting are all key features that are easy to learn, use, and teach to new sales staff. I have used products in the past including pipe drive and hub spot CRM, and Base has so far been my favorite. I really like the new look and feel that they recently rolled out, and it has made sales management even easier than it was before. Very happy with most all the features. Review collected by and hosted on G2.com.

I wish there was the ability to tag people in deals. When working collaboratively with another member of the sales staff, it would be nice to have the ability to tag them inside the deal to draw their attention to something or remind them of a task without having to utilize our external team communication platform. This is a constantly recurring review on feedback boards, but Base support refuses to change it after years of requests for some reason. Review collected by and hosted on G2.com.

With ability good and helpful tools in my working routines, I can easily create a productive strategy. More good communication with my clients. The open and clear way to give skills to new users. The rights to track details or calls. Easy to have contacts of the profile. Review collected by and hosted on G2.com.

I see how the solution works for our company an I would like to say that it is really good to work with. Sometimes need time to make all organization at right format. Not so strong and bad cons but will be better to update it. Review collected by and hosted on G2.com.

Base is a pretty powerful CRM arhat checks all of my boxes- email tracking, clean interface, customizable pipelines, and more good stuff. Review collected by and hosted on G2.com.

The lack of ability for users to customize data entry panes, fields used for contact imports, etc. at the user level means that some aspects of Base work better for others whose workflows might differ. Review collected by and hosted on G2.com.

What I like most about the tool is that it allows you to connect opportunities and contacts easily. One of the things that I like the most is that now it is much easier to create groups of companies than before.

Also at a glance you can see the status of all opportunities Review collected by and hosted on G2.com.

What I like the least is that it only has two fields for the phone and email. I also do not like that the notes of the opportunity do not set the information above all to see the note at all times, always be down and impractical. Review collected by and hosted on G2.com.