Zendesk SellUsed by 65% Professionals

Zendesk Sell Reviews

Paid

4.2

/5

(Alternatives.co rating)
  • Linux
  • Windows
  • Large Enterprises
  • Small Businesses

ZenDesk Sell is a sales CRM software and all-in-one sales platform that can help you to manage your leads, tracks your calls, sends automated messages and more. It offers easy-to-use tools that make it simple for you to keep track of your sales process.

Best Offer Applied
Starts at

$19/Month

Try For Free
Alternatives.co has rated
Zendesk Sell
4.2
Select Application
  • 4.2
  • 4.3
  • 4.1
  • 4.3
G2
4.2
Top Comments by G2
Positive Comments
  • Sashi M.Scrum developer
    Review
    4.5

    I like Zendesk Sell offers alternatives to help sellers work well in the Centralized System. It's a great way to keep track of potential consumers and communicates with them. I like the benefit of GPS tracking for site visits. We can track the progress of our leads using the sales funnel. As part of conversations with support, the support interface makes it easy to alert sales when opportunities arise. It's beneficial for contact and account management, as well as monitoring emails, phones, and text messages, so teams can see all their contact data and interactions. Zendesk Sell requires more adaptations to use it effectively on mobile devices. The reports are not the best compared to other tools. Customer service representatives should be more responsive and attentive. I would like to add options with capabilities for business marketing. It is suggested to add more third-party app integrations to Zendesk Sell. I like Zendesk Sell offers alternatives to help sellers work well in the Centralized System. It's a great way to keep track of potential consumers and communicates with them. I like the benefit of GPS tracking for site visits. We can track the progress of our leads using the sales funnel. As part of conversations with support, the support interface makes it easy to alert sales when opportunities arise. It's beneficial for contact and account management, as well as monitoring emails, phones, and text messages, so teams can see all their contact data and interactions. Zendesk Sell helps our sales teams acquire, organize, and manage leads from a variety of sources, including websites, spreadsheets, and any marketing platform. It is also useful for creating and monitoring leads. quotas and goals. It is advantageous to get an idea of all consumer interactions. With time-saving tools for sales email automation and personalization.

  • Diego Q.Customer Success Regional Manager
    Review
    3.5

    We've been customers since Zendesk Sell was called Base CRM, and so far, it has been the most accessible CRM to use, configure and administrate. I was very excited when Zendesk acquired CRM, and Zendesk's level of excelent service is top-notch. There are three things that aren't as expected. 1) The reporting side of Sell isn't as complete, we require more avanced reporting and it just doesn't make the cut. 2) We require traceability of our leads, however, whenever we convert a lead into a deal we loose track of how many leads we acquired during a month. 3) Nothing much has changed since Zendesk bought Base CRM: our instance still lives on the old URL and besides visual changes it feels like Zendesk hasn't brought Sell to the whole Zendesk environment. Fully integrate Sell to Zendesk's ecosystem and quality of service. Right now it feels as if Sell is just an addendum to Zendesk, not a living part of it. The problems we are solving with Zendesk Sell are: keeping track of our sales and upsells funnels, documenting every interation with our customers, being able to see Support tickets on Zendesk's side, etc.

  • Daren M.Data Scientist
    Review
    4.5

    I love that I can count on the facilities that Zendesk grants my organization to represent data in dashboards, perform analysis, compare information and even create fantastic reports in a matter of a few minutes. I like how intuitive the platform is, it's well designed and really easy to use. Its ability to integrate with other tools and different data sources is a highlight of Zendesk. One of the disadvantages is its high price, it could be more affordable and they could provide better documentation to train new users. Zendesk does really quick analytics on the organization's data and the results play a determining role within our decision making around our business. It has allowed us to quickly track and solve problems, monitor workflows, improve processes and generate reports based on data from multiple sources.

Negative Comments
  • Verified User in InternetSmall-Business(50 or fewer emp.)
    Review
    3.0

    I like the simplicity of Base CRM. It is intuitive and easy to use. You can customize fields but it isn't overly cumbersome like other CRM systems I've used. Your emails and contacts are easily imported from Google making for a seamless transition. You can easily email and reply to emails from the interface. This keeps a chain of your correspondence with certain contacts. If you are setting up a contact, you can do a quick create to enter a new company (without having to leave the new contact page). The UI isn't all that great, especially the company page. The search feature could be easier to filter the results. Also, companies and contacts should have separate listings (ways to differentiate besides the picture to the left of the name). Would like to be able to search things like show me anyone I haven't spoken to in over a month. This type of filtering or reporting would be helpful. You cannot make all emails public to your organization. You have to hit a button to have emails show up to others which is extremely time consuming. The social integration is lacking and makes completing the contact info more time consuming than necessary. It's a nice product for a smaller business. It is much more intuitive and enjoyable than some of the larger CRM systems but still has some issues that need to be ironed out.

  • Verified User in RetailMid-Market(51-1000 emp.)
    Review
    2.0

    I like that I can go in the email section of base crm and add leads and contacts. By allowing my emails to be viewed by team members in settings, we can collaborate easily. The option to add collaborators in deals keep it easy to work together. Deals are convenient to manage by moving them through stages easily. We can create our own stages depending on the complexity of our company's products and services. I cannot see the email content on base before deciding if I should add the untracked email as a lead or contact. There is no option to bulk delete untracked emails. Some other CRM systems have a chrome extension to do this in gmail, that would be a great feature. Base does not save email drafts, sometimes i hit the backspace button and my browser goes back, may be a clumsy thing on my end by this makes me rather compose emails in gmail, losing the ability to track opens and clicks to link as I can in base. The email signature cannot images. Base CRM is suitable for small to medium businesses, but if you have or intend to soon grow to thousands of users, you may want to consider a different service with more integrations. Base helps me manage leads and contact, a great tool to share the database with my team. It's a great starter tool for a small team.

  • Verified User in Information Technology and ServicesSmall-Business(50 or fewer emp.)
    Review
    1.0

    A mobile app is quite nice. Phone integration and calls capture is a nice feature, a data model is logical and easy to understand, the wall of last activities is quite useful. Absolutely terrible search. When I enter a word a hit ENTER - instead of displaying all records that match the criteria - the system opens one of them. The wrong one - 99,9% of cases. The UX needs not only rethinking - it needs rebuilding from the scratch. It happens that I cannot add an object, because the window closes on its own before I finish writing. Adding people to the account is not logical. If I have a company ABC and want to add John Doe as its employee, I expect the name of the company to be added by default. Instead, I have to search ABC, add a contact, and search ABC again within the contact window. When I add an object - I expect this object to open, so I can work on it. Instead, it just disappears, so I have to search for it, open it manually etc. Have I mentioned that the search is terrible? This is my CRM for everyday work. I put customer data, set the opportunities, tasks, reminders, notes... stuff that one usually does in CRM. Zendesk Sell is doing more or less the same stuff as other CRM software, in its own inconvenient way.

GetApp
4.3
Top Comments by GetApp
Positive Comments
  • Maud G.Financial Services
    Review
    5.0

    No Comments

  • Solomon U.Marketing and Advertising
    Review
    5.0

    The zendesk was useful in reaching customers and keeping databases on sales and promotions leads conversion.

  • Michelle M.Marketing and Advertising
    Review
    5.0

    No Comments

Negative Comments
  • Andrew W.Marketing and Advertising
    Review
    1.0

    Non-existent support. Sales team pretends like they have no obligation to deliver on promises. This product is NOT intended for business use. It's a liability to Zendesk.

  • gil l.Hospitality
    Review
    1.0

    I am on day 3 of having no access to all my data. I can't get anyone to help me pay and regain access after my trial (I started trying to sign up with 1 1/2" days left in the trial. My sales associate has vanished, no one is answering the sales phone number, no one is responding to my emails or phone messages. I have spoken to support, they can't help. They told me they would ping sales and label it "urgent." I called a phone number I pulled off of google, and the man apologized and said he'd help, but I still have no access or responses hours later. Ironic that they are a customer service management software company and they can't effectively manage a customer... Unbelievable. I trusted them with the data of my company and now I don't have access to it...

  • Chris C.Retail
    Review
    1.0

    There are many CRM options out there. I should have read more online reviews before proceeding. Caution.

Trustradius
4.1
Top Comments by Trustradius
Positive Comments
  • Verified User
    Review
    3.0

    Zendesk Sell is not as robust as other leading CRM tools I have used in the past like Salesforce. Salesforce is the market leader and is always leading the way in innovation. Salesforce objects management is better simpler and allows the user to customize different screens and have different dashboards for reporting reasons. This is definitely a good alternative to Salesforce especially if you are currently using any other Zendesk products like Zendesk support.
    Zendesk sell is best for organizations that want a clean and simple, yet powerfully effective CRM tool. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. Great for institutions that have a need to tailor their database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited/private or made public for the entire team to access. Not as costly as some of the competing products, so if you are on a tight budget this may be the tool for you.
    We can easily keep our sales team focused on the highest value leads and deals across automated account rules informed by full-funnel analytics. I like that platform and everything that comes with it. This CRM has most of everything we 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. We 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. Base has made it easy for our enrollment team to streamline communication with our target audience and to effectively organize them in stages, saving us a lot of time with our students. 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. Managers now have had an easy time viewing my team's progress and tracking our deliverables. With this platform, we can use all tools which will help the university control prospects and leads. We have everything we need to succeed. I contact across smart tools for emailing, calling and much more. It is very intuitive and with little training, our new staff members can pick it up easily.
    A problem with Base is that they haven't improved it much. There are little things they should be able to fix right away, like having a field for a lead's phone extension. That's right, if you have a number and an extension, there's no place to enter the extension! There are a few places here and there in the Base CRM that are missing small features - for example, there's currently no "Previous Lead" or "Next Lead" button on each lead page, you just have to go back to your lead list (similar to Salesforce). That said, none of these little features have slowed me down any, and they are extremely receptive to feature feedbacks and requests - based on their responses I'm confident that this CRM is just going to continue getting better as they continue adjusting to client feedback and ideas. 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. I wish there was an easier way to add photos to your contacts. It can pick a photo up if you have some social media information, but I have found the process cumbersome.

  • Gregory PerrineCEO
    Review
    5.0

    Let's face it, there's a lot of competition in the market of CRM systems. From Salesforce, Hubspot, and Zoho, which offer other modules that integrate other elements of the business into the CRM, to options like Sharpspring, CampaignerCRM, and SugarCRM that integrates marketing tools into a CRM scope, there are new systems hitting the market every day. For me the decision came down to price, usability, and the ability to continue to grow with the system. I've been very happy with the Base interface, the email integration aspect, and the ease of reporting and tracking.
    If you are an entrepreneur or a small business that is not currently utilizing a CRM system, Base CRM is a cost effective and robust solution available on the market that gives you an easy to understand, and developed platform to start tracking sales, clients, and pipelines. If you are a large business who is currently using a customized CRM system like Salesforce, there would be no need to consider Base as a CRM, the migration process and user interface will probably be too "basic" for the level that you are operating at.
    Sales tracking: Setting up a new deal in base is intuitive and easy to do. With the ability to create new contacts, and business within the construction of a deal, it takes under 2 minutes to generate a new deal, assign tags, and link it to an email that may already exist in the data base. Email integration: Linking base to g-suite allows me to make sure that everyone that I am emailing is logged in my client data base. From the email interface, you can view contacts that do not exist in your customer log, and with a touch of a button create a new contact. Reporting: Reporting with Base is intuitive, visual, and easy to adjust based on what search parameters you would like to view. Using filters, tags, and dates you can manipulate data to exactly what you are looking to drill down to in a click of a button. No drawn out coding process to view data like some CRMs.
    Integrations: Base currently has some integrations available, but for my business I do all of my invoicing through Quickbooks, and currently the only integration available is a paid "zap" through Zapier, which exports new invoices created in Quickbooks to Base. I'd love for there to be a seamless integration between Quickbooks and Base. Marketing tools: Contacts are easy enough to track and export via the contact viewer, smart lists, and filters, but there are no marketing tools available through base. The process of exporting and importing into another system like Mail Chimp is easy though.

  • bryan robisonDirector of Sales
    Review
    4.0

    Much easier to use! It's more updated, more modern. It feels like using a Mac Laptop as opposed to using an IBM that runs Microsoft Office 1997. The integration and windows for emails and tasks is much easier to use. Notes is something that anyone on the team can jump on and include. And I believe the overall organization of the product is what caused us to change course with our CRM.
    I think that for a company that creates any sales and needs to house their client information, the Base is perfect. The price of the program makes it completely worth the investment. And to be able to use customizations makes it possible for any business that does sales use Base for their orders. I would say for companies that use legal contracts or binding contracts for their business, Base may be too simple for their needs. We work in tandem with a company that always has contracts going back and forth, and the build out of the customizations here weren't really going to work for them.
    My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale. The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders. Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model. I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients.
    I mentioned the email integration, but this can be 10 minutes or more behind real time, which discourages our team from actually using it all the time. If it was quicker in the download of our emails, we would not feel behind or miss any deadlines. I'd love to see other programs like FRESHBOOKS or other payment platforms able to be integrated well, so that we can truly do everything out of Base. Maybe even the ability to create invoices, and receive payments, through Base as well. That would be great! It would be great for the Mobile App to be more user-friendly. It is good, but doesn't WOW our team, so we don't use it very much, which keeps us more locked down to our laptops.

Negative Comments
  • Verified User
    Review
    3.0

    Zendesk Sell is not as robust as other leading CRM tools I have used in the past like Salesforce. Salesforce is the market leader and is always leading the way in innovation. Salesforce objects management is better simpler and allows the user to customize different screens and have different dashboards for reporting reasons. This is definitely a good alternative to Salesforce especially if you are currently using any other Zendesk products like Zendesk support.
    Zendesk sell is best for organizations that want a clean and simple, yet powerfully effective CRM tool. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. Great for institutions that have a need to tailor their database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited/private or made public for the entire team to access. Not as costly as some of the competing products, so if you are on a tight budget this may be the tool for you.
    We can easily keep our sales team focused on the highest value leads and deals across automated account rules informed by full-funnel analytics. I like that platform and everything that comes with it. This CRM has most of everything we 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. We 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. Base has made it easy for our enrollment team to streamline communication with our target audience and to effectively organize them in stages, saving us a lot of time with our students. 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. Managers now have had an easy time viewing my team's progress and tracking our deliverables. With this platform, we can use all tools which will help the university control prospects and leads. We have everything we need to succeed. I contact across smart tools for emailing, calling and much more. It is very intuitive and with little training, our new staff members can pick it up easily.
    A problem with Base is that they haven't improved it much. There are little things they should be able to fix right away, like having a field for a lead's phone extension. That's right, if you have a number and an extension, there's no place to enter the extension! There are a few places here and there in the Base CRM that are missing small features - for example, there's currently no "Previous Lead" or "Next Lead" button on each lead page, you just have to go back to your lead list (similar to Salesforce). That said, none of these little features have slowed me down any, and they are extremely receptive to feature feedbacks and requests - based on their responses I'm confident that this CRM is just going to continue getting better as they continue adjusting to client feedback and ideas. 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. I wish there was an easier way to add photos to your contacts. It can pick a photo up if you have some social media information, but I have found the process cumbersome.

  • Gregory PerrineCEO
    Review
    5.0

    Let's face it, there's a lot of competition in the market of CRM systems. From Salesforce, Hubspot, and Zoho, which offer other modules that integrate other elements of the business into the CRM, to options like Sharpspring, CampaignerCRM, and SugarCRM that integrates marketing tools into a CRM scope, there are new systems hitting the market every day. For me the decision came down to price, usability, and the ability to continue to grow with the system. I've been very happy with the Base interface, the email integration aspect, and the ease of reporting and tracking.
    If you are an entrepreneur or a small business that is not currently utilizing a CRM system, Base CRM is a cost effective and robust solution available on the market that gives you an easy to understand, and developed platform to start tracking sales, clients, and pipelines. If you are a large business who is currently using a customized CRM system like Salesforce, there would be no need to consider Base as a CRM, the migration process and user interface will probably be too "basic" for the level that you are operating at.
    Sales tracking: Setting up a new deal in base is intuitive and easy to do. With the ability to create new contacts, and business within the construction of a deal, it takes under 2 minutes to generate a new deal, assign tags, and link it to an email that may already exist in the data base. Email integration: Linking base to g-suite allows me to make sure that everyone that I am emailing is logged in my client data base. From the email interface, you can view contacts that do not exist in your customer log, and with a touch of a button create a new contact. Reporting: Reporting with Base is intuitive, visual, and easy to adjust based on what search parameters you would like to view. Using filters, tags, and dates you can manipulate data to exactly what you are looking to drill down to in a click of a button. No drawn out coding process to view data like some CRMs.
    Integrations: Base currently has some integrations available, but for my business I do all of my invoicing through Quickbooks, and currently the only integration available is a paid "zap" through Zapier, which exports new invoices created in Quickbooks to Base. I'd love for there to be a seamless integration between Quickbooks and Base. Marketing tools: Contacts are easy enough to track and export via the contact viewer, smart lists, and filters, but there are no marketing tools available through base. The process of exporting and importing into another system like Mail Chimp is easy though.

  • bryan robisonDirector of Sales
    Review
    4.0

    Much easier to use! It's more updated, more modern. It feels like using a Mac Laptop as opposed to using an IBM that runs Microsoft Office 1997. The integration and windows for emails and tasks is much easier to use. Notes is something that anyone on the team can jump on and include. And I believe the overall organization of the product is what caused us to change course with our CRM.
    I think that for a company that creates any sales and needs to house their client information, the Base is perfect. The price of the program makes it completely worth the investment. And to be able to use customizations makes it possible for any business that does sales use Base for their orders. I would say for companies that use legal contracts or binding contracts for their business, Base may be too simple for their needs. We work in tandem with a company that always has contracts going back and forth, and the build out of the customizations here weren't really going to work for them.
    My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale. The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders. Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model. I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients.
    I mentioned the email integration, but this can be 10 minutes or more behind real time, which discourages our team from actually using it all the time. If it was quicker in the download of our emails, we would not feel behind or miss any deadlines. I'd love to see other programs like FRESHBOOKS or other payment platforms able to be integrated well, so that we can truly do everything out of Base. Maybe even the ability to create invoices, and receive payments, through Base as well. That would be great! It would be great for the Mobile App to be more user-friendly. It is good, but doesn't WOW our team, so we don't use it very much, which keeps us more locked down to our laptops.

Capterra
4.3
Top Comments by Capterra
Comments
  • Zach W.Owner
    Review
    5.0

    Base has helped motivate me. It makes making calls fun because you can see your goals and your progress toward them. Base keeps me on top of what's important. For example, I called a business to see if they were interested in my services. I was told they were interested but to call back when they planned their event in a year! It's easy to set the task to call the lead back in a year, and even better is that the phone call was recorded. I can listen back and when I follow up, know exactly what's going on. Base has also given me a clearer picture of which sources of leads are best so I'm able to focus on them first. I could go on and on about the benefits of using Base. It's a huge part of my business.
    The best thing about Base is that it works. I tried free trial versions of a couple of other CRMs and my first big test was importing data and mapping it. The very first time I tried this with Base, it worked without a hitch. The other CRMs I tried hit some kind of a snag. I'm sure I could have contacted support or messed with them and gotten then to work, but what's the point when Base worked right the first time? On a side note, it's been my experience with almost all software that you get what you pay for. Base isn't cheap, but I also never have a problem with it. Again, you could find a cheap or even free CRM and make it work, but at what cost? Time? Aggravation? The second reason I chose Base is because voip is integrated without having to figure out some third party way of making calls, tracking the data, and recording them. With Base, you have everything you could want in terms of a sales CRM. Lastly, the reports are awesome. They give you any kind of info you could want.
    In my list of pros, I mentioned that everything you could want in a sales CRM is built into Base. However, on the marketing side, it leaves a lot to be desired. I'm a one-man operation so I'm doing all of the sales and marketing myself. My solution was to get the minimal ActiveCampaign account they offer and use it for my automation and marketing needs. Base and ActiveCampaign can work together using Zapier. If you choose a higher level ActiveCampaign account, it does include a CRM with lead scoring and pipeline tracking. However, it's Mickey Mouse stuff compared to what Base can do For example, Base's AI will actually tell you when a deal is in trouble based on the language contained within emails. It works amazingly well so you'll know right away if a potential deal needs your attention. Another problem with Base is that they haven't improved it much. There are little things they should be able to fix right away, like having a field for a lead's phone extension. That's right, if you have a number and an extension, there's no place to enter the extension! The knowledge base is very limited but support is decent. You'll be writing them a lot, not with technical issues, but with questions about functionality. There's no community to speak of to after you sign up for Base, you feel like you're the only one using it.

  • Trent E.Owner & Operator
    Review
    5.0

    I mostly used Zendesk Sell when it was the Base CRM, though they've both worked and functioned very similarly. They have created a super easy-to-use interface that makes keeping track of and interacting with clients both simple and easy. Being able to read whole past interactions as well as see relevant sales data makes it a perfect choice for a small business. I don't know how well suited it would be to a large business, but one can hope it would work well.
    A clunky interface that made it hard to see past data and information. Made it very difficult to interact with the information
    - Simple input for contact information for different clients and potential clients - Super easy to create deals and potential purchases for clients - Schedule appointments, set reminders, and send emails all from within the program - Check metrics and numbers of different members of the sales team for different times and situations. - Allows others to quickly catch up on what has happened in client interactions by reading through the emails that have been sent previously - Easily sort through customer lists to find people who are relevant under different categories
    - Sometimes too easy to change things that have been set by others - Contact uploading/downloading in .csv files is a bit of a pain at first, but not terrible to get used to.

  • Mary R.Director of Sales
    Review
    5.0

    BASE is clean and simple, yet powerfully effective as a CRM. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. It allows you to tailor your database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited / private, or made public for the entire team to access. I feel like it's hip and cutting edge product; not at all stuffy.
    The one complaint I have is when you do talk to a team member over the phone, there's a lot of background noise in their office. I also wish some of the commonly-used fields would transfer to new Contacts, like Phone Number and Industry so that those don't have to be retyped with new contact entry.

  • Jared H.Founder and CEO
    Review
    4.0

    - Direct mail integration (no bcc required) saves everyone a world of hassle - Very easy to create customized lists of deals - Mobile app is very, very good - Easy to customize deal page with relevant info including "smart links" to 3d party sites - Decent UI and easy to understand - Integrated Dialer would be great if we weren't already using Dialpad - Quick onboarding, decent SFDC import - Zapier integration
    - Reporting is completely inadequate: - No good way to report on lead sources - No way to report on leads by assignee - No way to create new reports if the pre-made ones don't do enough for you - The UI is surprisingly slow. Like, a-full-second-for-a-simple-lookup slow. This is not a complete dealbreaker, but is pretty irritating - Associating contacts to deals doesn't associate your comms w/them to the same deal, so if you have a lot of back and forth with someone about a deal, but forgot to add them to that deal in Base, you won't see the communication on the page for that deal. -

  • Jessica R.Operations Manager
    Review
    5.0

    The base is a great client tracking software. Offering high-level reporting, whole team call, and email monitoring, and a very good integrated mobile app Base gets the job done for keeping track of your internal communications.
    The mobile app syncs with each team member's phone and creates activity reports for each client. At any given moment you can check to monitor all communications, email, and calls sent to each client by your team. The activity stream allows the admin to monitor all communications for each team member in one place and creates a log to archive client interaction historically.
    Base CRM works with a 3rd party quoting software integration. Which can be confusing during the transition with your team. The third party does offer email tracking to see if the clients are opening the emails and the actual proposal allows clients to choose from a selection of optional items that auto calculates into the final total as they decide which work to complete out of a list.

  • Jacob S.Owner - Co-Founder
    Review
    5.0

    I think I well described it above but it was always positive. I loved connectivity through different regions with closers and it truly made scheduling easier.
    We used base software when setting leads for Solar appointments. There was a really nice connectivity between me and the closers when I was using base. I love the idea that I can put notes on homes and have connectivity that I normally would not have had when we were using the paper method we used to use. I can slip appointments in between already scheduled appointments, just a solid product overall.
    In relation to sales rabbit and other sales softwares, I loved the ability to see homes more clearly, I thought that was one thing I didn't have as much with base, it was still better in other ways though that outweighed the pros that sales rabbit brought. I would take this still over any other sales appointment software and calendaring out there.