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For someone who is not technologically savy, Base CRM took no time at all to get used to. Review collected by and hosted on G2.com.
It freezes up a little too often, I am constantly needing to refresh the page. Review collected by and hosted on G2.com.
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The ability to see sales in various stages with the ability to filter by lead and date. I also like that each company has a "company card" where you can see all details about it in a snapshot. Review collected by and hosted on G2.com.
The ability to customize stages is very limited. There is no way to change the stage at which it will trigger invoice creation with Xero. Review collected by and hosted on G2.com.
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Its really helping in day to day operation in terms of keeping a good record of my deals and my clients and my sales figures Review collected by and hosted on G2.com.
Nothing so far. It is helpful in every prospect so I dont have anything to say any negative Review collected by and hosted on G2.com.
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Does a phenomenal job of keeping you organized. Having ALL forms of communication - calls, emails, TEXT's - captured in one location is extremely valuable. Review collected by and hosted on G2.com.
There can be a delay in capturing calls made via iPhone on the BASE app. Review collected by and hosted on G2.com.
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It is easy to use, great mobile integration and it has all of the necessary tools I need to be successful at my job. Review collected by and hosted on G2.com.
I've had issues integrating it with my e-mail since my company does not use a major provider. Review collected by and hosted on G2.com.
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When the ad period comes to an end, it´s great to have Base to remind me to renew the contract in time. Keeps track of all my correspondence and refreshes my memory of previous dialog before I contact customers again. Review collected by and hosted on G2.com.
A better overview in graphic form might be more useful. Review collected by and hosted on G2.com.
I love the live tracking of activity and the ability to have all of the information on one screen. Review collected by and hosted on G2.com.
The fact that for forecasting I can't break it out by station Review collected by and hosted on G2.com.
Base has been able to offer us a one-stop-shop of clear insights to understand where reps’ deals and contracts are sitting, what stage they are in and how they are being progressed through each stage of the funnel—and that’s something our managers didn’t have before. Review collected by and hosted on G2.com.
A bit slow to scale for enterprise, but working with CSM to ensure that we have the best possible experience for our reps. Review collected by and hosted on G2.com.
Easy to use, great app, good call function using iPhone with call notes, easy to amend and edit notes, outcomes, deals etc. Review collected by and hosted on G2.com.
Hard to create lists of prospects. Sometimes hard to see what else you've been working on. Review collected by and hosted on G2.com.