VIDEO: Base CRM Demo

Welcome, today we’ll be looking at Base, Customer relationship management (CRM) & sales software geared towards making small businesses, mid-market or enterprise sales team more productive. This video is brought to you by TechnologyAdvice. Our mission is to educate, advise and connect buyers of business technology and one of the ways we do so is by providing unbiased reviews. This video review is for Base, a CRM that features sales management, lead tracking, mobile access, reports, analytics, and email automation tools for companies of all sizes.

The Goal for Base is to Help teams win more deals with its powerful sales reporting and its new real-time pipeline visibility tool. Base CRM is a cloud-based customer relationship management, sales, and contact management solution. It helps enable teams to become more productive, effective, and close more deals. We’ll start off the review with a look at the base Dashboard. Information to the left gives a quick glance into the current status of deals and leads.

It shows pipeline worth, active deals, and deal load. To the right are all recent updates to tasks. Filed by time and with their respective accounts, it’s easy to see what you’ve most recently updated and worked on. In the center is all activity. It can easily be sorted based on various users, teams, or groups. Across the top are the various tabs that make up the application. First up is leads. It’s here that leads can be sorted based on actionable items.

Users can aslo refine results with the column to the right. Within a lead profile is basic contact information as well as notes, tasks, and more. Users can also connect Base with their email to boost productivity and notifications. Next to leads is contacts which is formatted almost identially to leads with the exception of being able to sort at the top based on propsects or customers. By hovering over a contact you quickly get a display of more contact information and can make an emial or phone call without having to go directly into the account.

Depending on the type of contact, users can see current deals and cusotmer revenue. Within the Sales pipeline tab users can sort potential deals based on whether they’re incoming, contacted, responded, and more. A deal’s profile is very similar to contacts and leads with the ability to add notes, send an email, or view the client space at the top. Win likelihood and estimated close date are also helpful information to the left. Within the smart list is the ability to sort deals based on close date, value, stage and more.

The list is completely customizeable and can be easily customized. Lastly base has several helpful tabs for basic project management. There’s a basic calendar, tasks that can be added to deals, contacts, or leads, and a communications center that helps connect email, calls, and text messages sent to contacts or leads. There’s also an entirely separate reprots section that includes data and analysis from a variety of soruces. Made for medium-sized companies to enterprises, Base is available for a medium-price point.

A few limitation we noticed and confirmed from reviews on our website is integration with Google had a few issues. Also it lacks a few basic project management features such as to-do lists and has weak document storage. In summary, Base helps businesses: 2) Better Utilize your Sales Pipeline through tracking and goals 3) Keep track of customers through customization, tags, and filters 1) Work with your leads through easy importation To find out more about Base or other CRM software, check out our website where we can help you find technology that will fit the needs of your work. Thanks for watching!