Base CRM’s Fall 2012 Update
Base CRM from Future Simple keeps getting more robust every month I use their product. To learn more about the details of what this simple CRM can do, read my previous reviews on Base 1 Post Here and 2. Post Here
- It offers both online and offline access of your data when you are on the go, which many competitors do not currently offer.
- Incredible native apps (installed on your device): iPhone, iPad, Android & Windows Phone (offline).
- Integration with Mailchimp for Email Marketing: This is a brand new feature this month. It works well. You can add people to select list. I am a huge fan of Mailchimp for sending emails, so I am excited about this new feature.
- Sending emails within Base CRM: If I’m too lazy to send an email within my Google account, I can do it within Base. If I really wanted to, I could just use Base for sending/receiving. (I still like my Google Apps though). It notifies me if the person has received and read my email as well. It then stores a copy within the customer note section. New Feature: All my emails sent from within Google are auto BCC’d to Base. No more having to remember to auto BCC or forward emails.
- Sales Automation: Those of you who have a set sales system in place will love their easy to use Sales Automation feature. You can setup all your Sales Stages and what Task will auto populate when you’ve told it to do so. This is perfect for those who have a sales team and want to make sure you remain consistent. Sometimes this feature can be overwhelming, because you definitely will get reminders and task that you have to check off to move on. Regardless, this features is a real plus. (Paid users only)
- Deals: Easy to create, track and manage deals from a desktop or mobile device. You can add files to Dropbox, set follow up task, run quick reports on where you are at in the pipline/sales stage and more. The deals in Base CRM are a real plus.
- Pipeline & Reports: Their reporting features got a major upgrade and facelift this Summer 2012. The graphs and reports are cleaner and easier to view.
- Easy Tagging and Contact Look up. (Multi-Tags too)
- Custom Fields
- Task Features are getting better. The task features within Base CRM are powerful but still need a bit of improvement. They work just fine, and I use them everyday. My main “beaf” with their task management is that currently I can only set task on the hour: 12, 1, 2, 3. I then get a reminder 1 hour before. I’d like more customization here. That is coming, from what Base has told me. So expect some Task improvements Shortly. I’d like to add a feature request to have Google Calendar be 100% synced to Base…no bouncing back and forth. I want to create an event with a customer within BASE and have the interface be Google. It is ok to have a wishlist!
- Google Gadget. See Above Picture. I can add a note, a task or a new contact right within my business Google Apps account.
- iPhone and iPad Apps: When Base released their almost completely bug free iPad version in late August, they gave the iPhone a facelift too. I liked the old version, but this one still is quite user friendly and bug free.
- Overall New Design: Base CRM also was given a completely new and improved look. It is cleaner, faster and easy to use.
Base CRM is really a great Customer Relationship Management program for the small and medium size businesses. For the little guy who doesn’t need it for lots of sales, he cause use Base for free. For everyone else, $15 a user for the basic plan and $45 a user for all the advanced features. It is worth the cost based on all the features and easy of use.