What is Base?

"Base is a next-generation cloud and mobile-based CRM software for leading sales teams."

Base is a CRM and sales platform designed for sales teams and professionals, mainly in small and medium-sized enterprises. It provides its users with an all-in-one software, packed with features for capturing, organizing, and tracking leads.

Base empowers B2B and B2C salespeople to manage sales, follow leads, and engage customers. Users are able to generate leads from various sources, like web pages and marketing platforms. Base's sales automation tool offers capacities for integrated channel management, resulting in sales improvement, and increasing revenue.

This platform also features analytics and reporting modules, sufficient for accurate quantification and performance measurement. Additional features include Base Voice, advanced sales insights, workflow automation, email integration, and mobility.

Base scored 81/100 in the CRM category. This is based on user satisfaction (50/100), press buzz (51/100), and other relevant information on Base gathered from around the web.

The score for this service has improved over the past month. What is this?

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Base Product Overview

  • Complete with core sales tools.

  • Full visibility into current opportunities in your sales pipeline.

  • Insights to grow your business.

  • User-friendly and easy to navigate controls.

  • Track and sort email automatically.

  • Integrate with the popular online and social media tools.

  • Powerful and unified sales contact card.

  • Easy access to call records, emails and notes.

  • Syncing of communication exchanges in one file.

  • Fast integration of your email account to Base to track customer interactions.

Languages: Spanish, French, German, Dutch, English, Polish, Portuguese
Software Buyer Guide 2018

CRM Software Buyer Guide 2018

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in January 2019.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...


Base Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
Compare Pricing

Base Pricing Plans


1 user(s) / month
  • Customized Sales Pipeline
  • Basic Sales Tracking and Reporting
  • Full-Featured Mobile CRM


1 user(s) / month
  • Full Funnel Forecasting
  • Team Performance Analytics
  • Task Automation
  • Team Document Storage


1 user(s) / month
  • Predictive Sales Intelligence
  • Lead & Deal Scoring
  • Products & Price Book
  • Multiple Sales Pipelines
  • Role-Based Permissions

Plans starting from: $45.00/month Credit card required: No

Base FAQs

Does Base offer guides, tutorials and or customer support?

Support: FAQs, Community, Knowledge Base, Online Support, Phone Support, Video Tutorials, Tickets.

Does Base integrate with any other apps?

Integrations: Xero, MailChimp, Zendesk, Dropbox, Quote Roller, QuickBooks Online, HubSpot Marketing, Harvest, G Suite, Yesware, Facebook, Microsoft Outlook.

Does Base offer multi-user capability (e.g. teams)?

Yes, it does.

What platforms does Base support?

This is a web-based software.

What are some applications Base is commonly used in tandem with?

This service is commonly used in tandem with Microsoft Outlook, G Suite, and social media platforms.

What is Base generally used for?

Base is generally used for customer relationship management and sales management.

Does Base offer an API?

Yes, Base offers RESTful API.

Who are the main user groups of Base?

Main users of this service are sales professionals and sales teams in small and medium-sized enterprises.

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Base User Reviews

Average User Rating:
2.5/5 based on 4 user ratings.
Your Rating:
User profile picture

One of the best sales productivity platform

// CRM Manager at 777 Bets

What do you like about Base?

The thing I like the best about Base is that it is so easy and intuitive to use. The email integration helps to keep all things housed in one place. In addition, it has effective contact and pipeline management. It also has a fully integrated phone system and an email and text message integration. All of which automatically log any calls, emails, or texts sent or received from leads in the database. The customer service is also great. The base is a great all-around CRM for a wide range of company sizes. If you need a CRM that integrates with your digital marketing strategy, there may be better options out there.

What do you dislike about Base?

It would be great for the Mobile App. It's good, but it does not WOW our team, so we do not use it very much. One more thing is that tags do not always save the opportunity/lead.

What have you been using it for and what problems did Base solve?

This is being used for our development department and for the Merchandising Division. We are all of our Friends, Leads, and Orders through this system. It also helps keep us on task.q

Ease of use
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