# Heybase Reviews **Vendor:** Heybase **Category:** [Digital Sales Room Software](https://www.g2.com/categories/digital-sales-room) **Average Rating:** 4.2/5.0 **Total Reviews:** 36 ## About Heybase Heybase is a digital sales room platform designed to streamline the B2B sales process by creating personalized, interactive microsites for each prospect. These microsites serve as centralized hubs where sales teams can embed essential materials such as product demos, case studies, proposals, and contracts, facilitating a cohesive and engaging buying experience. By consolidating all relevant content into a single, accessible location, Heybase aims to reduce the complexity and inefficiencies often associated with traditional sales methods. Key Features and Functionality: - Intuitive Editor: Utilize a drag-and-drop interface to design customized sales rooms, embedding various content types to cater to specific prospect needs. - Video Narration: Record personalized video messages to guide prospects through complex information, enhancing understanding and building trust. - Real-Time Collaboration: Engage with prospects directly within the sales room through live chat and interactive features, ensuring timely communication and collaboration. - Analytics and Insights: Monitor prospect engagement with detailed analytics, including page views and time spent, to assess interest levels and refine sales strategies. - Personalization: Customize sales rooms with brand colors, logos, and custom domains to provide a consistent and professional brand experience. Primary Value and Solutions Provided: Heybase addresses several challenges in the B2B sales landscape: - Centralized Information: By housing all sales materials in one location, Heybase eliminates the need for multiple emails and attachments, reducing confusion and streamlining the decision-making process. - Enhanced Buyer Engagement: The platform's interactive elements and personalized content foster a more engaging and memorable experience for prospects, increasing the likelihood of conversion. - Efficient Sales Cycles: With features like real-time collaboration and detailed analytics, sales teams can respond promptly to prospect inquiries and tailor their approach based on engagement data, leading to faster deal closures. In summary, Heybase empowers sales teams to create tailored, interactive sales environments that enhance buyer engagement, streamline communication, and accelerate the sales process. ## Heybase Pros & Cons **What users like:** - Users report **poor customer support** from Heybase, noting long response times and lack of communication. (1 reviews) - Users love the **ease of use** of Heybase, appreciating its clean interface and friendly support. (1 reviews) - Users praise the **efficiency** of Heybase for simplifying service offerings and enhancing client interactions. (1 reviews) - Users appreciate the **flexibility** of Heybase, allowing them to effectively showcase services to potential clients. (1 reviews) - Users value the **ease of using Heybase for sales optimization** , enhancing their ability to connect with potential clients. (1 reviews) - User Interface (1 reviews) **What users dislike:** - Users report **poor customer support** , with infrequent responses and ongoing product bugs hindering their experience. (2 reviews) ## Heybase Reviews ### 1. It works half of the time **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Heybase?** HeyBase introduced me to a new and better way to sell and offer my services to potential future clients. The platform is clean and easy to use, and it provides immediate and friendly support. **What do you dislike about Heybase?** It has a lot of bugs. The customer service replies every 3 months. **What problems is Heybase solving and how is that benefiting you?** The format of Sales rooms can save some time and personalize the sales experience with prospects. Instead of sending dozens of emails, video calls, meetings, questions and answers you can send a link with all the info. ### 2. no support and product doesnt work, gives us a lot of trouble. We can't recommend it at all! **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2025 **What do you like best about Heybase?** nothing, they have a very bad customer support, no replies for weeks **What do you dislike about Heybase?** the support team and the non functioning of the product **What problems is Heybase solving and how is that benefiting you?** we tried to use it for sales rooms ### 3. Servers constantly crashing and not loading content **Rating:** 1.0/5.0 stars **Reviewed by:** Gary K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2024 **What do you like best about Heybase?** Its promise is amazing. It's easy to build out custom sites for prospects, and if their websites actually loaded consistently, the service would be an incredible tool. **What do you dislike about Heybase?** One to three weeks following the creation of a heybase site for a prospect, the website fails to load without any validation message. The prospect needs to inform us of this as we have no way of automatically learning that the link no longer functions. We then need to create a new link, which, again, will only last 1-3 weeks. On top of that, other functionality regularly breaks, such as the tool that's supposed to inform us by e-mail that a prospect accessed the site. Their plug-in to embed Vimeo videos regularly breaks, sometimes failing to embed the video at all, and sometimes embedding multiple copies of the same video. Lots of great promise here, but it's NOT production ready. Customer support is not consistently responsive. Sometimes they get back to us, sometimes they don't. **What problems is Heybase solving and how is that benefiting you?** Instead of sending multiple emails to prospects, all post-sales info can be in one place. ### 4. Absolutely abandoned and riddled with bugs **Rating:** 0.0/5.0 stars **Reviewed by:** Steve P. | Community Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Heybase?** It worked for a week once. Since then it's been trash **What do you dislike about Heybase?** How they somehow bought a bunch of 5-star reviews **What problems is Heybase solving and how is that benefiting you?** It was a sales room, now I wouldn't put it front of my worst enemy ### 5. Really poor experience with Heybase **Rating:** 0.5/5.0 stars **Reviewed by:** Padraic D. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about Heybase?** The platform is great, it has useful features and is easy to use. **What do you dislike about Heybase?** The team's responsiveness has been awful in the sales process. We tried to arrange a call via the 'book a demo' on their site, and were ignored. Reaching out to both support and internal emails got us nowhere. This is pretty poor, especially as this app isn't cheap. Highly recomend using a different platform if you value customer service. **What problems is Heybase solving and how is that benefiting you?** Communicating with clients ### 6. Making Sales Conversation a Breeze!! **Rating:** 5.0/5.0 stars **Reviewed by:** Fahd T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2023 **What do you like best about Heybase?** The best this about Heybase is that it helps get a much higher open and view rate for a sales & marketing proposal that invariably loses traction in the first step of customer outreach. **What do you dislike about Heybase?** There are many good things about Heybase but there is always room for improvement. I'd personally like to see a more customized UI/UX and I'd like to see more integrations across all plans. **What problems is Heybase solving and how is that benefiting you?** The biggest problem that Heybase solves is that it helps organise all documents, attachments and image /video files into the platform, hence, eliminating the need for attaching such docs in the email and thus rendering it ineffective. ### 7. HeyBase is Awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Troy P. | Owner/Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2022 **What do you like best about Heybase?** What I love: $$$ White label - custom domain - custom email (essential for most of us buyers here on Appsumo, but SOOOO many SaaS owners get it wrong, offering no white label at all or call it white label (custom domain only), but email come has SaaS branding. HeyBase got it right! $$$ Nice price for a business in a box, straightforward, does what it supposed to do. $$$ Templates are very helpful **What do you dislike about Heybase?** Cons: ~ Still trying to figure out how to move things around, sometimes that is difficult to do. ~ I think its my issue, but they have templates (super helpful), but I cannot tell what app/tool was used or how to recreate it **What problems is Heybase solving and how is that benefiting you?** Getting a virtual sales room for your clients or offer rooms as a service to clients. So I am loving this software having setup multiple rooms already playing with it. I decided to full stack/tier because I was so impressed with it. There are so many use cases where I am considering buying another Tier 2 for a different business model. ### 8. Gives me a capabilities I didn't know I needed **Rating:** 4.5/5.0 stars **Reviewed by:** Micole B. | Founder and Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Heybase?** I sell consulting services where the typical customer journey is in months. I have all of the usual collaterals and platforms to engage prospects and actual clients, but it's usually a hodge-podge set up between vids, pdfs, demo links, calendars, chats, contracts, etc. And then Heybase comes along and forces me to rethink my process and collaterals into integrated "sales rooms". I'm still experimenting, but already Heybase is giving me an integrated capability and simpler framework to engage clients. Beyond the platform, the Heybase team itself is a gem: highly responsive, the client feedback to new feature cycle is extremely short. There's still lots to fine-tune with Heybase, but the team fills me with confidence that the platform will match the sales-room-as-a-service vision in record time. **What do you dislike about Heybase?** Some missing features or UX / UI gaps here and there -- but most of these are being addressed in their dev roadmap. **What problems is Heybase solving and how is that benefiting you?** I sell consulting services where the typical customer journey is in months. I have all of the usual collaterals and platforms to engage prospects and actual clients, but it's usually a hodge-podge set up between vids, pdfs, demo links, calendars, chats, contracts, etc. ### 9. Hey, this is great! **Rating:** 5.0/5.0 stars **Reviewed by:** John L. | web designer, photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2022 **What do you like best about Heybase?** This deal is worth five tacos. If you are time poor like me then you don't have time for fussing with code. Heybase cuts through a lot of (*&^*&% by providing ready-made solutions for common business problems. Check them out! **What do you dislike about Heybase?** I'm a little fussy when it comes to UX. Heybase has tried to be modern in the design of their service and I feel that some of the design (such as drop shadows and rounded corners) detract from the UX and do not add to it. I'm not arguing for command-line blandness but I am suggesting that careful 'debranding' of the product offering could be the best trend for this product. **What problems is Heybase solving and how is that benefiting you?** I save time by using Heybase. Whenever I want to get something done fast I come here because the boilerplate solutions suit my needs well. I will certainly be recommending them to my work friends. ### 10. Heybase will soon be more than a match for it's competitors **Rating:** 5.0/5.0 stars **Reviewed by:** Josh E. | Head Of Commercial, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2022 **What do you like best about Heybase?** After reading about what Heybase was, I saw the value in our sales cycle immediately. Although the feature set was slim, I decided to bet on the team, and they have not disappointed. Feature updates have been coming incredible fast, and I can now use the tool to impress larger leads that come through our pipeline. Here's to Heybase! **What do you dislike about Heybase?** Still a young platform, working out a few bugs here and there. But for the price, there's no better value currently on the market. Can't wait for public room links. **What problems is Heybase solving and how is that benefiting you?** Heybase pools data related to deals, impresses clients, and allows me to actively pitch next steps when they go to organize everything. This overview of all related information shows how much effort my team has put in. ### 11. For me, this is a proposal app… amplfied! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Heybase?** Heybase is a tool that allows me to easily create a virtual sales room for my web design clients. It makes the process so simple and easy to use, I don't ever have to worry about the design process. The drag-and-drop editor is easy to use, and I can track engagement metrics, like opens and comments, and get email notifications about new activity from prospects. I love the engagement metrics and the email notifications. I also love that I can create contracts and video slides for my clients to use. **What do you dislike about Heybase?** At first the integrations and merge tags were limited. I wanted to simplify the creation and embed other apps into this one. They listen and have just released an update that fixes all this. **What problems is Heybase solving and how is that benefiting you?** I love this tool because it helps me keep track of all my sales room activity and the reports are easy to understand. I like that I can keep up with my sales leads through all the activity logs. I feel like a better salesperson because of this tool. ### 12. Promising Customer Experience Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Kwan H. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2022 **What do you like best about Heybase?** Heybase is an easy-to-use and customization drag-and-drop no-code customer platform. Am pretty happy during my initial setup; it takes me only 15 minutes to set up and launch to my customers. I think Heybase is heading in the right direction if they push interactivity to the next level and how to enhance the better customer journey for service-based enterprises (from pre-service to service journey (project completion) **What do you dislike about Heybase?** The only area where I think Heybase could improve is 1. Branding customization for each client and their touchpoints (login to rooms, to mail, notification) 2. Interactivity proposal/ presentation slides, which could be more like those seen on DesignModo site. 3. Richer integration with major SaaS apps (such as Questionscout, Qwary, Uchat, Figma, Ntask, Nifty, Clientjoy, Signaturely/ HelloSign and Internxt) could also help to further enhance the customer experience. 4. Bit too serious; maybe need to add some fun gamification to motivate the team and clients. 5. Internal Team Collaboration tools (chat, comments, approval prior launching the new room) **What problems is Heybase solving and how is that benefiting you?** I have not seen any other site that can easily build a customized Customer Experience platform as easily as Heybase. I can say even a digital-savvy executive or director level together with their can enjoy formulating in building their customer platform with Heybase. ### 13. Easy and Empowering **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2022 **What do you like best about Heybase?** Heybase is a digital salesroom that makes it easy to manage your sales process and stay organized. It's simple to use and has a clean interface. I've been using Heybase for a couple of months now and it's been a great help in keeping my sales process organized and streamlined. Overall, I'm very happy with Heybase and would recommend it to anyone looking for a sales management solution. **What do you dislike about Heybase?** The embed features leave something to be desired, but I've seen improvements. It is functional, so it is more of a design issue than functionality. **What problems is Heybase solving and how is that benefiting you?** If you're looking for an online collaboration tool that is simple and easy to use, Heybase is a great option. It's perfect for keeping track of projects and tasks, and the interface is very user-friendly. One of the best things about Heybase is that it's completely distraction-free - there are no ads or notifications to interrupt your work flow. Overall, I highly recommend Heybase for anyone looking for a reliable and effective online collaboration tool. ### 14. Intuitive new approach **Rating:** 5.0/5.0 stars **Reviewed by:** Coën V. | HEAD OF KEINBOCK., Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2022 **What do you like best about Heybase?** With Heybase it is possible to keep track of my current offers and proposals while having an eyepleasing experience for my clients. I like the UI and also that it helps me not forget what to include during a sales pitch. **What do you dislike about Heybase?** It's quite new and sometimes I do miss some features found in likes of Hubspot that save me precious time. But for the current pricing it's still better than working with MS Word and even EXCEL. **What problems is Heybase solving and how is that benefiting you?** It's time saving and keeps me on track with current deals. I love not relying on my local folder sand love the sharing ability. ### 15. Heybase Rocks **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy D. | Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2022 **What do you like best about Heybase?** Heybase makes presales easy, sales calls easy, and post sales easy. I have a page I send to prospects, have a page they go through with me on sales calls, then a version of that page that reflects what we talked about on the call. Great software and being able to put it on your own domain makes it way more valuable **What do you dislike about Heybase?** Nothing I dislike about heybase at all. It's fantastic software **What problems is Heybase solving and how is that benefiting you?** Since I sell everything over the phone/zoom calls it helps with giving my prospects something to look at with me as we are on the call ### 16. Simplicity at it's finest - Heybase **Rating:** 4.0/5.0 stars **Reviewed by:** Azrul Naqeeb Z. | UI UX Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Heybase?** I think the best part of Heybase is the simplicity of using the software. I think it's really easy for the client to go through the steps so that they can learn more about the product we sell without hustling too much going through many website pages. It's just a splendid one-page solution. **What do you dislike about Heybase?** I would really appreciate seeing templates or website demonstrations cause sometimes I'm lost about what content to put inside. Next, I think it would be interesting to see if they would add-on logical conditioning inside of Heybase. **What problems is Heybase solving and how is that benefiting you?** Heybase solved my problem of centralising all apps into one simple place that clients can refer to if they don't understand the product. Setting up website pages takes time, so Heybase takes the hassle away and makes things easier for me. ### 17. Great app ! Keep your money paying closers and salesman :-) **Rating:** 5.0/5.0 stars **Reviewed by:** Navarith R. | Osteopath and naturopath, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Heybase?** A new way for me to sell my online training course ! More organized and clearer than a landing page, very easy to use. I'm totally satisfied by this app. Thanks AppSumo for this lifetime deal. **What do you dislike about Heybase?** It would be nice to add a PDF reader. Hope soon. **What problems is Heybase solving and how is that benefiting you?** The sell message is more organized so I won't need to hire a copywriter. Plus, I think that if you manage correctly the sell room, you don't need a closer neither. ### 18. Great product to close Sales! **Rating:** 5.0/5.0 stars **Reviewed by:** Khalid H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Heybase?** If you're looking for a way to close deals fast, Heybase is the perfect solution. Packed with interactive features, Heybase makes it easy to keep track of your sales and progress. Plus, the visual interface makes it easy to see where you are in the sales process. Overall, Heybase is a great tool for anyone looking to streamline their sales process. **What do you dislike about Heybase?** Need more app integration & hoping then will do soon. **What problems is Heybase solving and how is that benefiting you?** Heybase makes it easy to keep track of your sales and progress. ### 19. I always knew I needed a tool like this! **Rating:** 5.0/5.0 stars **Reviewed by:** Rafael H. | President, North America, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Heybase?** It's fun to engage with Karan and the team. They are shipping all the features needed to make Heybase a truly powerful sales tool. CNAME, white-label, mobile responsive, custom email, and embed anything are just a few features they've shipped in the short time of launching. **What do you dislike about Heybase?** The team at Heybase is covering all angles and shipping all the features needed. **What problems is Heybase solving and how is that benefiting you?** Deal closing and remote conversions. Heybase is helping our team to close more business online. ### 20. Great clients onboarding and sales outreach kit **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole C. | Marketing Communications Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Heybase?** My team like this best to impress and show nice visual to onboard new clients. **What do you dislike about Heybase?** We wish to have more templates so we have more choices to choose for our slides **What problems is Heybase solving and how is that benefiting you?** This is a great tool to showcase our company information and media kit at one glance in a simple mini site. We can add plenty of other document integration and links to make the media kit look more attractive and informative. ### 21. Never been easier to build customized deals room for personalized chat with clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Heybase?** I like that the editor is a drag-n-drop. It's as easy as building a Website using Elementor. Straightforward and intuitive I believe it's what most business owners today will need. Gets the job done without a steep learning curve. **What do you dislike about Heybase?** The setup of custom domain was a slight hassle if I were to compare it with other softwares reason being there are several records you need to enter onto your DNS unlike other softwares which only uses a CNAME record and a point-to-value to get the job done. But this is not a big problem because the support team @ heybase is extremely helpful and always ready to extend help. I got the problem fixed quickly. **What problems is Heybase solving and how is that benefiting you?** Customized deals room for different prospects. Especially helpful for me as I'm offering tailored services and contracts to my clients. Fast to get every message delivered clearly which I really appreciate. ### 22. Super Excited about this Sales Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Shoan S. | Data Architect, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Heybase?** I like the formula and sales process they use for selling. Welcome, video, pitchdeck and chat. All of these in one package is something that makes everything easier for my sales team and executives. **What do you dislike about Heybase?** I would like for it to have more integration opportunities. **What problems is Heybase solving and how is that benefiting you?** They are solving the integration issues and making everything easier for people like me. ### 23. Really clean new software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Heybase?** It's easier to use for both the client and the agency compared to Get Accept. That's not to mention, it is much better looking. **What do you dislike about Heybase?** There are very few template options, and the mobile menu should have a close menu button somewhere. Other than that, it seems very easy to use. **What problems is Heybase solving and how is that benefiting you?** Heybase is helping me gain more leverage in the post-sales call conversation. Before Heybase, I had limited control over how the team looked at my PowerPoint proposals. Now, I can make sure all decision-makers are privy to the same information as the team on the sales call. ### 24. Really smart tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron B. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Heybase?** Ease with which it is to create custom bases for clients/prospects. The custom domain feature is amazing too. It makes our clients feel like we put tons of eefort into their experience with us **What do you dislike about Heybase?** Haven't encountered something I don't like as yet. **What problems is Heybase solving and how is that benefiting you?** Custom sales rooms with incredible speed and customisation, we use some bases as a portal for our client projects too! ### 25. A must-have for your Sales Process! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Heybase?** Heybase helps marketers improve their overall sales process by making it more streamlined, refined, professional, engaging, organised, and better-looking! Everything is in one place! No more jumping from different platforms! **What do you dislike about Heybase?** Not exactly a dislike, but Heybase could have more templates under different categories or industries. But I'm sure they are already working on it, and more templates will arrive soon. **What problems is Heybase solving and how is that benefiting you?** Heybase efficiently solves the chaos of a digital sales process. Plus, the bonus of making it look more professional, pleasing, and engaging to our prospects is the cherry on top! ### 26. Great Presentation Software **Rating:** 5.0/5.0 stars **Reviewed by:** Peter J. | Founder | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Heybase?** I like Heybase's simplicity and flexibility. **What do you dislike about Heybase?** None at the moment, but I would like to see more varieties for modules and elements that can be incorporated in the slides. **What problems is Heybase solving and how is that benefiting you?** Virtual presentation. Presenting online with MS PPT and Google slides can be limiting at times. Heybase adds flexibility. ### 27. Shows promise and progress **Rating:** 2.5/5.0 stars **Reviewed by:** Steve P. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Heybase?** Simple UX - it's not trying to do much, and almost nails what it tries to do **What do you dislike about Heybase?** Simplistic UX - lots missing to make it an enjoyable experience **What problems is Heybase solving and how is that benefiting you?** It's a nice personal space for client presentation on the customer journey ### 28. Great embedding feature **Rating:** 5.0/5.0 stars **Reviewed by:** Justin H. | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Heybase?** I love the embed feature, it makes it possible to pull in outside content. **What do you dislike about Heybase?** I think the design needs to be a bit softer, the hard lines with high contrast draws too much attention to the interface. **What problems is Heybase solving and how is that benefiting you?** I'm able to produce proposals a lot faster than I used to. This can turn into a faster sales process. ### 29. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Keeshan S. | Principal CEO, Transportation/Trucking/Railroad, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Heybase?** This is an all-in-one solution for a pitch deck and presentation platform. The best thing that I have come across. **What do you dislike about Heybase?** There is no way to turn off the second logo option. **What problems is Heybase solving and how is that benefiting you?** Providing multiple sources of information to a potential client in one place. ### 30. Amazing and saves time **Rating:** 4.0/5.0 stars **Reviewed by:** Mark C. | MD, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2022 **What do you like best about Heybase?** This software has made pitching to clients so much easier. Clients love it because the pressure isn't on them as much and they can take their time. **What do you dislike about Heybase?** I would like it to have more integrations and better responsiveness for mobile **What problems is Heybase solving and how is that benefiting you?** Getting more insight in sales ### 31. fantastic software for sales people **Rating:** 5.0/5.0 stars **Reviewed by:** Digvijay J. | Wills & Estate Planning Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2022 **What do you like best about Heybase?** Fantastic Software...its helping us to work way less to pitch our services to our potential clients...you can automate your whole sales presentation process through this software **What do you dislike about Heybase?** Nothing as such...so far we are very happy with everything **What problems is Heybase solving and how is that benefiting you?** It helps to automate the repetitive sales presentation process ### 32. Excellent software **Rating:** 5.0/5.0 stars **Reviewed by:** Arkady F. | Attorney, Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2022 **What do you like best about Heybase?** Amazing software Easy to use. Great UI. Affordable. I like it. We need the ability to showcase documents , videos and then to have potential new clients sign a contract. All that is here for a low price. Also we would love to add fillable forms to obtain client information for our professional services business. Seems like a winner here. Excited to dive in deeper **What do you dislike about Heybase?** nothing yet just started using but so far looks good **What problems is Heybase solving and how is that benefiting you?** Digital signatures from new clients ### 33. Very good platform - easy to use and professional looking **Rating:** 4.5/5.0 stars **Reviewed by:** Steve S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2022 **What do you like best about Heybase?** Simplicity and professional look. Support is also very quick and responsive **What do you dislike about Heybase?** None really. I had a problem signing in after purchase, but Karan and the team responded quickly and fixed the problem **What problems is Heybase solving and how is that benefiting you?** Getting professional looking proposals to clients ### 34. YEP! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2022 **What do you like best about Heybase?** Clean interface, easy to use, great idea in general. BUT... Bigger deal: I asked about a missing feature. Was told it was coming on X day. And it arrived on X day. VERY good customer service. I refund 90% of deals on here.... the is one is a keeper! **What do you dislike about Heybase?** No complaints here (seriously). Very rare software that does everything and more you ask of it **What problems is Heybase solving and how is that benefiting you?** helps with b2b sales ### 35. Intuitive, to the point. **Rating:** 4.5/5.0 stars **Reviewed by:** Ian H. G. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Heybase?** We know that the best has yet to come with this app. Its solid structure and intuitive UI makes it one of our great discoveries this month. Congrats Heybase and keep up developing :) **What do you dislike about Heybase?** lacks a bit of customization and integration. **What problems is Heybase solving and how is that benefiting you?** one stop shop ### 36. Good value for money **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2022 **What do you like best about Heybase?** Easy to use and navigate. Integrations. Cool interface. User management. **What do you dislike about Heybase?** Text edition limitations. Needs more integrations. **What problems is Heybase solving and how is that benefiting you?** Shortening sales cycle (sales). Building knowledge base (customer success). - [View Heybase pricing details and edition comparison](https://www.g2.com/products/heybase/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+19%3A12%3A40+-0500&secure%5Bsession_id%5D=90417a92-8c4d-4d5c-9d51-c7cfb53439f2&secure%5Btoken%5D=401e4c2515ea5f7a40fc1d3b360d48d8122d5aa094ffd98883254d3caf147fce&format=llm_user) ## Heybase Features **Deal Analytics** - Engagement Tracking - Reporting and Dashboards - Proposal Effectiveness Reporting **Administration and Security** - User, Role, and Access Management - Alerts and Notifications - Regulatory Compliance **Platform** - E-Signature - Proposals - CPQ - Video Proposals - Content Sharing - Content Management - Video Conferencing - Chat **Integrations** - CRM Integration - Internal Messaging Systems Integration - Video Conferencing Integration **Agentic AI - Digital Sales Room** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning ## Top Heybase Alternatives - [trumpet](https://www.g2.com/products/trumpet/reviews) - 4.7/5.0 (1,178 reviews) - [Aligned](https://www.g2.com/products/teamaligned/reviews) - 4.7/5.0 (1,165 reviews) - [GetAccept](https://www.g2.com/products/getaccept/reviews) - 4.6/5.0 (1,224 reviews)