Zendesk Sell Reviews & Product Details - Page 22

Easy to use and set up. It is amazing what you can get from so little effort. It covers 360• of customer interaction so there is no room for fake stories or salee people making misterious efforts without outcome. Review collected by and hosted on G2.com.

A few BUI instructions cone back with graphics in a different place so you have to wait until the screen has been loaded to learn where to click. Also, a glossary would help for those new to the industry. Review collected by and hosted on G2.com.

Fast, intuitive, mobile, adopts easy, customer success support, ability to adjust system to meet business needs. With most of our staff on the road and away from their desks, the mobile version of BASE was very important and well received. It was by far the best we've seen during the CRM vetting process. The metrics were what we needed and the smartlist features are extremely helpful in our day-to-day business. Review collected by and hosted on G2.com.

There are no issues with BASE at this time. Review collected by and hosted on G2.com.

Mobile access, easiest, most intiutitve CRM tool I've ever experiences. Everytime I show my colleagues how to use the program, they marvel at how easy it is. Additionally, I can create custom reports simply and the few times there's been an exception, the Base support team is readily available to support us. Review collected by and hosted on G2.com.

Notes field cannot be queried/reported. And the Standard Reports aren't able to be customzed. I'd love to use some of those Custom Reports as a basis for my Sales Reporting, and add a few key fields which our management team would like to see. Not available as of yet! Review collected by and hosted on G2.com.

I've used a ton of different CRMs over the years for real estate, and Base is easily the best - thus taking the time to write this review. It's very easy to customize and set up, and I've been able to bring basically all of my activities into one platform with it, from calls and emails to deal tracking and monitoring closings, setting reminders for due dates on paperwork etc. It's easy to track leads, clients, and closings all in one system without too much thought on how to make it work and without getting them mixed up. It also has a fully integrated phone system and dialer, plus an email and text message integration, all of which automatically log any calls, emails, or texts sent or received from leads in the database. This saves a lot of time in writing notes, as well as making sure the information is transcribed accurately. One of the biggest pluses, especially for a web-based CRM, is their customer service, which is top-notch. I'm admittedly a little bit of a high-maintenance client, especially with new software, and these guys are right on top of it. I think I currently have four different customer service reps patiently answering different questions from me - usually on questions that can be found in the "Help" section if I really looked, but they don't mind taking the time, it seems, and I appreciate that. Review collected by and hosted on G2.com.

There are a few small features that are still in the works, but none of them really inhibit the usability of the software. For example, when you click-to-call a number out of the database, and it logs the call, it doesn't actually log which specific phone number the call was sent or received to - just the lead. That said, an easy fix is just to copy/paste the phone numbers into the notes field as you go, voila problem solved. The only issues I've had with the software are like that - easy workarounds. Plus, I'm pretty confident they'll get any little wrinkles ironed out - they're very receptive to user feedback and feature requests. Review collected by and hosted on G2.com.

I'm pleased with the versatility of the fields and options that can be selected and how few limits there are to smart lists. You aren't fit into a box or a single process line. You can do what you want with it. Review collected by and hosted on G2.com.

There are some mandatory fields that can create clutter. The map view of client accounts is only available via the phone mobile app and the logging tools are really only great for virtual contact, not logging onsite visits. Review collected by and hosted on G2.com.

Easy to use interface; easy way to sort and filter deals. Review collected by and hosted on G2.com.

Sometimes I accidentally hide a column in filtering things; took a little bit to get used to the software. Review collected by and hosted on G2.com.

- Graphical analytics that are filterable by date, category, team member, etc.

- Parent/child relationships with deals/companies, etc.

- Ability to customize stages and link deals

- Customizable "My Task" list on dashboard Review collected by and hosted on G2.com.

Though I find the auto email tracking function, one thing I find can be an enhanced user experience is how to categorize the emails so that if Person A is affiliated with 3 deals, the deal view pulls in the appropriate email thread. Currently, I'm not sure how that is processed and populated on the deal pages. Review collected by and hosted on G2.com.

the dash board Caterogies are helpful but I would like for it to let us add our own categories Review collected by and hosted on G2.com.

- that I have to reload the page several times for me to make a call

- the filters are not very useful- when I put a filter to see all the students that answered false to a question I don't get a list of students with their answer next to them I get a list of students with a dates and price number next to it so its not helpful at all

- when I put notes on a contact it doesn't appear on the deals page or vice versa Review collected by and hosted on G2.com.

Base CRM is a great CRM, has a great phone app and the sync is unmatched from my experience with CRM’s. Base is a verey robust CRM and affordable, as in the free version. I have used Base CRM for many years and from CRM"s outside of my industry I have found Base CRM to be the easiest to use and the most mobile friendly app, both for iPhone and for Android. Review collected by and hosted on G2.com.

I would like to see better options in Base CRM but every CRM has its quirks so I really can say that this is a fabulous CRM. I was never happy that every time someone called me Base would want to know what to do with the call. I think that's a good feature on an auto-dialer or the like but not on a personal cell phone. Perhaps Base CRM can introduce an alternative feature like a "decide later" what to do with previous calls. I think that would enhance the app and make it awesome for on the go sales warriors. Review collected by and hosted on G2.com.

I like the app based interface best- it's easy to make calls and log calls from the road. I also like how you can set tasks as reminders to check in with the customers again in the future. Review collected by and hosted on G2.com.

I do not like how contact fields and deal fields are not streamlined/connected so you can't run reports that align the two types of records. It makes it challenging to email all contacts with a potential deal type when the person records are not connected to the deal. It makes it challenging to identify the different types of opportunities, too. Review collected by and hosted on G2.com.