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.
Knowing which club to use in specific situations is key to winning in golf—just like how identifying your customers' needs and segmenting data is crucial in small business marketing.
Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.
If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Here are three tips on how you can use WORKetc to win that "yes" in the end.
If you only have 10 people on your team and one of those is, at best, average then that means a full 10% of your workforce is holding your business back. No small business can afford that anymore. Here's why.
No leader wants to bring their team aboard a sinking ship. Here's how you can ensure your new CRM implementation efforts don't go to waste.
Every feature unlocked for 14 days.
No credit card required.
Activate your trial account and one-click invitations for your team.
All setup? We'll present a demo
matched to your company needs.