Base CRM was first launched in late 2009 under the name PipeJump. Two years later, it was rebranded into the name we know today.1 It holds the distinction of being the first fully native Android CRM app and, as such, is one of the most well-known CRMs in the mobile apps space.1
Base CRM is heavily touted as “the post-PC CRM” by its makers.2 Aside from the web application, there are native mobile CRM apps for iOS, Android, and Windows Phones which complement and include most of the features in the web app.
Base CRM’s feature set has a lot of similarities with similar features with most online CRMs systems.3 All three of its paid versions can handle leads, contacts, deals, and tasks. On the social side, contacts can be added from Facebook and LinkedIn. Custom fields for leads, contacts, and deals are also supported along with customizable deal stages.
Each paid version also supports premium integration with popular third-party tools such as Gmail and Xero Accounting. Users also get a personalized phone number as well as the Base Voice click-to-dial feature.
Sales forecasting, advanced insights, and call analytics and reporting are the main features that vary from version to version. The lowest-tier version, Starter, has none of them, while call analytics and reporting is only available at the highest tier, Enterprise. Teams and user-based permissions are also only available in the Enterprise version.
Base CRM’s pricing structure is pretty straightforward. The more you pay, the more features you gain access to. The cheapest version is Starter, at $15 per user per month. Next up is Professional, at $45 per user per month. The most expensive and most feature-rich version is Enterprise, which costs $125 per user per month.3
Aside from the features mentioned above, each paid version also varies in terms of the amount of document storage available to each user. The Starter version comes with 2GB of storage per user, Professional comes with 5GB, and Enterprise comes with 10GB.
Base CRM’s analytics and forecasting features make it more geared towards sales-focused teams and users. Unfortunately, sales is just a small albeit important part of the customer relationship equation.
If you’re looking for a true customer management system, you’ll have to supplement Base CRM with numerous other third-party applications to handle the other stages of the customer lifecycle.
In contrast to Base CRM, WORK[etc] takes the whole customer lifecycle into consideration and gives users full control over all aspects of their business, from the first time you get a lead and turn it into a contact to the point where your customers need post-sales support. Aside from its robust suite of CRM and support tools, WORK[etc] also features project management and billing modules.
With WORK[etc]’s all-in-one approach to business management, users need not spend more money, time, and effort on separate applications. You get less overhead to worry about and more work done efficiently and effectively.
WORKetc power users know more than a few tips and tricks to shave precious time off of their business processes and workflows. Here are four more little tricks that will make you even more efficient and productive.
A CRM alone, working in a silo, isn't enough to get your business to the next level. A CRM with billing, connected to the other aspects of the business, can give your business that extra push.
IT can be a messy profession. One emergency can easily become a bigger one, a seemingly simple fix can turn into a costly job. Here's how an IT firm in Texas is keeping the insanity manageable with the help of WORKetc.
Find, sell, deliver, bill, and help—keeping close track of the customer lifecycle is key to success in any business. Here's what you'll need in a business management platform to do it effectively.
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