Kelly Craft's review of Base CRM - web & mobile app

Overall, Base CRM is a deceptively powerful mobile CRM offering ideal for individuals and SMBs. Both the web and mobile interfaces are slick and well organized, providing users with simple navigation. Data syncs between the web Base command and mobile app, both including dashboard, tasks, contact management and sales pipeline/funnel.

Rapid deployment, including data import & field customization for tasks, contact and organization profiles.

Missing: direct linkage with mobile contacts and more robust history notes.

As a FREE option is a welcome addition to the mobile CRM market.

Review Detail

• Completeness of Functionality:
• Ease of Use:
• Value for Total Cost of Ownership:

• Privacy Access Layer:

  Kelly Craft gave Privacy Access Layer for Base CRM a 4.0 star rating.

• Role-Based Access Control:

  Kelly Craft gave Role-Based Access Control for Base CRM a 2.0 star rating.

• User Management:

  Kelly Craft gave User Management for Base CRM a 3.0 star rating.

• Privacy Management:

  Kelly Craft gave Privacy Management for Base CRM a 4.0 star rating.

• Account Management:

  Kelly Craft gave Account Management for Base CRM a 3.0 star rating.

• Account Notes:

  Kelly Craft gave Account Notes for Base CRM a 4.0 star rating.

• System Integration (Other):

  Kelly Craft gave System Integration (Other) for Base CRM a 3.0 star rating.

• Content Repository Integration:

  Kelly Craft gave Content Repository Integration for Base CRM a 4.0 star rating.

• Deployment Coaching:

  Kelly Craft gave Deployment Integration for Base CRM a 3.0 star rating.

• Dashboards:

  Kelly Craft gave Dashboards for Base CRM a 4.0 star rating.

• Tagging Content:

  Kelly Craft gave Tagging Content for Base CRM a 5.0 star rating.

• Contact Analytics:

  Kelly Craft gave Contact Analytics for Base CRM a 3.0 star rating.

• Organization Relationships:

  Kelly Craft gave Organization Relationships for Base CRM a 4.0 star rating.

• Contact filtering :

  Kelly Craft gave Contact filtering for Base CRM a 4.0 star rating.

• Automatic Contact Updates:

  Kelly Craft gave Automatic Contact Updates for Base CRM a 5.0 star rating.

• Customer Experience:

  Kelly Craft gave Customer Experience for Base CRM a 4.0 star rating.

• Customer Segmentation:

  Kelly Craft gave Customer Segmentation for Base CRM a 4.0 star rating.

• Setup Duration:

  Kelly Craft gave Setup Duration for Base CRM a 5.0 star rating.

• Email Integration (Other):

  Kelly Craft gave Email Integration for Base CRM a 3.0 star rating.

• ROI Integration:

  Kelly Craft gave ROI Integration for Base CRM a 4.0 star rating.

• Mobile Devices Supported:

  Kelly Craft gave Mobile Devices Supported for Base CRM a 5.0 star rating.

• Mobile Edition:

  Kelly Craft gave Mobile Edition for Base CRM a 4.0 star rating.

• Filtered Opportunities on Mobile:

  Kelly Craft gave Filtered Opportunities on Mobile for Base CRM a 3.0 star rating.

• Active Opportunity Stream on Mobile:

  Kelly Craft gave Active Opportunity Stream on Mobile for Base CRM a 3.0 star rating.

• Opportunities Dashboards on Mobile:

  Kelly Craft gave Opportunities Dashboards on Mobile for Base CRM a 2.0 star rating.

• Sales Forecasting:

  Kelly Craft gave Sales Forecasting for Base CRM a 4.0 star rating.

• Churn Analysis:

  Kelly Craft gave Churn Analysis for Base CRM a 3.0 star rating.

• Sales Dashboards:

  Kelly Craft gave Sales Dashboards for Base CRM a 4.0 star rating.

• Add Opportunity Notes via Mobile:

  Kelly Craft gave Add Opportunity Notes via Mobile for Base CRM a 4.0 star rating.

• Associate Contacts to Opportunities via Mobile:

  Kelly Craft gave Associate Contacts to Opportunities via Mobile for Base CRM a 4.0 star rating.

• Opportunity Primary Contact via Mobile:

  Kelly Craft gave Opportunity Primary Contact via Mobile for Base CRM a 3.0 star rating.

• Sales Planning:

  Kelly Craft gave Sales Planning for Base CRM a 4.0 star rating.

• Sales Efficiency Tools:

  Kelly Craft gave Sales Efficiency Tools for Base CRM a 4.0 star rating.

• Real-Time Reporting:

  Kelly Craft gave Real-Time Reporting for Base CRM a 5.0 star rating.

• Sales Automation:

  Kelly Craft gave Sales Automation for Base CRM a 4.0 star rating.

• Tailored Sales Process Configuration:

  Kelly Craft gave Tailored Sales Process Configuration for Base CRM a 4.0 star rating.