Base CRM
Finance · getbase.com
Overview
Base CRM is an all-in-one sales platform that enables sales teams and representatives to access, analyze, and collaborate across the sales pipeline. The platform automatically scores leads and opportunities, is equipped with full-funnel analytic tools, and provides users with real-time visibility into sales pipelines. The software automatically tracks and shares customer communications and emails, is equipped with a document repository, and is designed to support mobile sales teams. Additionally, the platform provides organization-wide insights, is designed to integrate with existing user websites and third-party marketing automation tools, and automatically prioritizes leads in order to support efficient time allocation. About the Company Base CRM was founded in 2006 and is headquartered in Mountain View, California. Base CRM is an all-in-one sales platform that enables sales teams and representatives to access, analyze, and collaborate across the sales pipeline. <div> <h5>Product Pricing</h5> <p>Product is available in multiple plans:</p> <ul> <li>Starter – $45 per seat per month</li> <li>Professional – $95 per seat per month</li> <li>Enterprise – $145 per seat per month</li> </ul> <h5>Technology</h5> <p>Product is delivered as a SaaS solution and is accessible through an online login or iPhone, iPad, Android and Windows devices.</p> <h5>Customer Focus</h5> <p>Vendor works sales teams of all sizes.</p> <h5>Select Customers</h5> <p>Expensify, Blue Raven Solar, Sartorius, Guerrero Howe, Iowa Wind and Solar</p> <h5>Customer Case Studies</h5> <ul> <li><a title="wdl" href="http://www.futuresimple.com/success/crm-for-web-designers-wdl/" target="_blank">WDL</a></li> <li><a title="APPEK" href="http://www.futuresimple.com/success/crm-for-mobile-app-developers-appek/" target="_blank">APPEK Apps</a></li> <li><a title="acceptd" href=" http://www.futuresimple.com/success/crm-for
The problem Base CRM solves
Finance and accounting teams need to replace disconnected systems and manual handoffs with a repeatable workflow that improves operational visibility and execution. Base CRM is relevant because the researched product page documents base crm is an all-in-one sales platform that enables sales teams and representatives to access, analyze, and collaborate across the sales pipeline. Buyers should validate current pricing, integrations, data handling, and fit before committing.
Best for
- B2B teams evaluating finance and accounting software
- Teams that need documented workflow capabilities and fit guidance
- Organizations willing to validate implementation and plan limits
Not a fit if
- Teams seeking a workflow outside the product's documented focus
- Teams requiring a permanent free tier
- Organizations that cannot validate implementation effort or vendor claims
Why it’s listed
- Adds a distinct finance and accounting workflow to the directory
- Product page documents positioning, capabilities, and operational fit
- Provides comparison context for finance and accounting buyers
Pricing
Starting plan
$45 per monthPublic product research lists a starting price of 45 USD; confirm billing period and limits.
- Built-forecasting tools
- Deal updates and visibility
- Generates Smart Lists and filtering tools
- Automates customer management workflows
- Territory management functionality
- search
Higher tiers
Custom pricingHigher tiers and enterprise terms should be confirmed with the vendor.
- Generates Smart Lists and filtering tools
- Automates customer management workflows
- Territory management functionality
- search
Features
Pros & cons
Pros
- Product page documents a concrete business workflow
- Documented capability: Built-forecasting tools
- Documented capability: Deal updates and visibility
- Documented capability: Generates Smart Lists and filtering tools
- Documented capability: Automates customer management workflows
Cons
- Pricing and usage limits should be checked against the exact plan
- Implementation effort depends on the team's data and process maturity
- Reported outcomes should be validated with the buyer's own data
What the record shows
Independent product research describes base crm is an all-in-one sales platform that enables sales teams and representatives to access, analyze, and collaborate across the sales pipeline.
Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.
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