Read the entire review for the best info - summary to begin:
It offers everything I am looking for - and more. The mobile app is unparalleled, allowing me to quickly enter calls, create tasks related to deals and quotes, track and log my emails, texts and calls, see what I have on the go, create new Leads, and so much more. The app alone is by far the best mobile experience I have had on any product like this. When it comes to the overall experience, the customization was key for me. I was able to quickly setup my own pipeline, create custom fields for clients and deals in relation to the services I offer (vehicle information, documents, etc), and integrate it directly with my Google Contacts and apps, so everything stays fully synchronized with my phone. Seeing all the information on one screen - including deals, leads, communications, documents, tasks and notes - for a single customer, makes getting information I need take much less time than I ever imagined it could.
As a small business owner, and before moving to Base CRM, I had never fully understood all the major benefits such a platform could provide to me and my service-based business.
In the past, I had used more traditional methods of keeping track of my clients, such as: pen and paper, setting alarms on my phone, and trying to remind myself to consistently check in on my emails, social media accounts, voicemails, and even text messages. However, I slowly began to see issues arise when I would forget to check in on an account, and would therefore lose a potential lead or client.
Over the course of 3 months, I had lost over an estimated $3000 in revenue because I had either forgotten to reach out to a lead, or get my client the information they had requested. Not only this, but the frustration was growing for me in the fact that keeping up-to-date with all the various forms of communication I was having with a customer was hard to track over multiple platforms. This is when I realized that I needed help.
With that, my search for a CRM-like product had begun. Over the course of 14 months, I had extensively tested 16 different products that I believed could perform the way I hoped they would. Most of these were popular solutions, such as Zoho, Jobber, PipeDrive, HubSpot, Kickserv, Service Fusion and Sales Force - just to name a few. My testing was always consistent, and always in-depth enough to be able to determine if the platform would work for me. Here is a taste of what I was after:
Ease of use, with an elegant but simple UI
Exceptional mobile-rich experience, with no lack of features
Ability to integrate into other platforms I use, such as Google Apps for Business
Strong product support
Low monthly cost
Some of the products mentioned above performed well in some areas, but lacked in others. Some had more features that I required, while others didn't have some that were very important to me.
Finally, I had found Base CRM. It offered everything I was looking for - and more. The mobile app is unparalleled, allowing me to quickly enter calls, create tasks related to deals and quotes, track and log my emails, texts and calls, see what I have on the go, create new Leads, and so much more. The app alone is by far the best mobile experience I have had on any product like this. When it comes to the overall experience, the customization was key for me. I was able to quickly setup my own pipeline, create custom fields for clients and deals in relation to the services I offer (vehicle information, documents, etc), and integrate it directly with my Google Contacts and apps, so everything stays fully synchronized with my phone. Seeing all the information on one screen - including deals, leads, communications, documents, tasks and notes - for a single customer, makes getting information I need take much less time than I ever imagined it could.
Overall, it may have taken a while to find the right solution, but I am glad to have met Seth from Base and have him keep in touch with me - encouraging me to fully utilize their system on a trial-basis. It wasn't long after that, that I had decided to sign up for the full experience, and haven't looked back since. I want to thank Seth, and the entire team at Base, for making my life easier. The stress it has taken off me alone is worth the small monthly cost, and the abilities I have on the go is par-none.
For those of you who may be looking for a CRM solution, here is some advise that I can offer based on my time searching for the 'perfect solution', as well as why I ended up choosing Base:
Don't over-do your search. Figure out what you really need, and don't set your expectations to be unrealistic. My original plan was to find a system that handled quotes, invoicing, customer relationship management, time tracking, service calls, and the works. At the end of the day, I had realized I actually did NOT need all of this, because Base so well handles the core components (and more) of running a business, that I did not have to pay for a product I really could not afford. On top of this, once I fully saw the potential of Base and the way I was able to manipulate and customize it for my specific business, I was able to modify my own processes to become significantly more stream-lined - saving me time, money, and allowing me to expand my business.
Know where your problems are - and address them. If you're like myself and have potential clients contacting you from various sources (email, phone, social media), then having a platform such as Base will be your new best friend. If you feel your processes are taking too long, or are having issues remembering tasks to do for a client, once again - Base will be your new best friend. The mobile app is so easy to use, that when a lead or contact phones you (or vice versa), the app automatically brings up any deals you have on the go with them, and also pops up a screen at the end of the call, where you can quickly choose the call outcome (customized, of course), and add any applicable notes. The way it helps streamline processes and advance overall efficiency is incredible.
Take value in support. On top of all the features Base already provides, their support is above what I have found elsewhere. You can expect speedy responses from the support staff, and consistent - but never overboard - communication from the team on the latest updates, features, and overall news. This all comes together to create an environment where you, as the customer, truly feel appreciated for your business.
Again, I would like to thank Seth and Base as a whole for their continued support for me and my business. Your solution proved not only to be the most feature-rich in it's application, but the experience itself is like no other. You've done a fantastic job at developing a product that genuinely addresses real-world problems for business of any size and any nature, and is something that I know myself - as well as many other customers of yours - truly appreciate.
I stated much of this in my overall review, but here is what I would take into consideration:
- You will not find a more easy to use, feature-rich app. It speaks volumes that I actually look forward to going into the app to read or enter information - the user experience is that incredible that it makes the whole experiencing simply exciting!
- It's not just a CRM. It handles the entire pipeline of Leads, Deals and Clients extremely well. You can create a custom pipeline to suite your businesses means of operation, and also create custom fields designed specifically around what services or products your business offers. For example, all my clients and deals have vehicle information tied directly to them, as well as an indication if they are a member with my company or not. The Overview page gives you all the information you need on where your business is currently, and where it is heading. You can see the current projected revenue based on deals and leads, see what deals are hot and on the go, quickly see what activity has been taking place recently, and more.
- Investing time is important. When I began my trial, I used some of the more simplistic things - setting up tasks with alerts, etc. However, it is important to learn the power of their system by customizing it to match your businesses needs. Learn what you can really do with it, and reach out to their support. They will help guide you through these things, which is another fantastic thing about working with Base
As mentioned in the first section of my review, I saw the biggest gains in productivity, efficiency, and most of all - an increase in my ability to communicate reliably and with confidence to all of my leads, past, and present clients.
One major issue I had before Base was being able to efficiently keep in touch with clients, as I was being contacted through several sources. Being a small business and working another job on top of that, this meant that I had a LOT of reminders to keep going. Base offered the best mobile experience to quickly enter in reminders, create appointments with Clients (which invites them!), create quick tasks, and easily log and track my calls with notes attached to each of them. At the end of the day, the way it helps me automate and streamline my business life has significantly reduced the stress and workload I was previously undertaking.
On top of this, the reports are fantastic, and I am sure even better on higher levels of subscription. With my service-based business, one feature that really helped me was the Custom Fields - you can have Custom Fields for Customers, Leads, Deals, etc. So for my vehicle detailing business, I am able to quickly link vehicle information to a specific customer, a specific deal, lead, etc. I can enter in all the information I need, upload inspection forms, etc - and see it all on one screen or on the go at any time. What more could I ask for?