Base CRM – CRM Software For The Small Business by Future Simple


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Simple CRM by Base

 

 

After spending sometime using Capsule CRM (which became to clunky to use) and Highrise (which is to simplistic and doesn’t have nearly enough advanced features for sales) I have finally found Base by Future Simple. Funnily enough if you look for it on Google, you can’t find it! There is in fact another CRM called Base, which looks like it was designed in the 90′s – do not confuse the two!!! You’re looking for the one at FutureSimple.com.

I discovered Base CRM whilst looking for a CRM app that worked on my Android – Base had the best reviews and after I signed up I could see why. It has an Android app as well as an iPhone app – for all those Anroid users out there I can’t tell you how much of a relief this is, I’m sick of tired of online software with just an iPhone version, letting the Android users put up with a mobile version of their web page.

The Sales Funnel

First up it already has a well thought out sales funnel process which you can customise if you wish (you probably won’t). It’s simple to customise and the actual reporting system is also simple, but at the same time extremely useful. Here’s a few screenshots from my account:

Base CRM Funnel Report

This is a great way to estimate the value of leads – we can see here that of the leads I get, 20% are unqualified – that means I don’t want them. We can work out what percentage of leads actually result in a deal – in this case 4/10 (or 40%). If we apply this to the average value of these leads (£437.50) we can estimate the value of the lead, in this case 40% of £437.50, which is £175. So now I know that each lead I get is worth £175.

I can now use this as a goal in Google Analytics (or other web analytics tool) and from this have a basis to calculate my ROI for my advertising campaigns. Anyways, onto the rest of Base’s cool features…

Reasons For Lost Deals Report

This report is great, when you lose a deal you have to enter a reason – this is some brilliant customer insight that you can feed back into your business when trying to improve your sales process, your marketing or even your product. Anyways, here’s mine (actually I’ve not lost any yet so I had to make some up – but you get the point):

Reasons For Lost Deals

There are a load of other reports, but these are my two favourite – on top of that I think we’ll see some more useful ones coming out as they improve, they have a great user based feedback system using User Voice – so any features suggested get voted on and if they get enough votes they get implemented – great huh?

Other Features

So what else has it got?

Well you can integrate it with your website for starters – I didn’t fancy this because I’m obsessed with my Google Analytics and they won’t let me redirect to a thank you page, but naturally I’ve requested the change so hopefully they’ll be making that improvement shortly. But still, if you don’t pay much attention to Google Analytics, then the web form integration is ideal.

Again they’ve got a very intuitive system for adding contacts (companies or individuals) and you can check back over past sales. All data can be exported (or imported) if needed, and they have a special import facility for those using Highrise, Basecamp or Salesforce – so switching to Base CRM Is Easy.

Check It Out – It’s Free!

Anyways, I suggest you check it out, because after all it is free and it’s a shed load better than all the other CRM systems out there.

Disclaimer: I originally wrote this blog post when I was trialling Base CRM, since then I have referred enough people to earn myself a free account, so any further referrals may end up earning me commission if they end up subscribing to Base CRM. I just thought it was best I cleared that up :)

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  • Alex Lumley

    Hi David,

    Just found this post as I was doing a little research about Base. I am thinking about using base for an incubator I work at in Chicago, just wondering if you had any other thoughts on it or if you are still using it. I’m not exactly sure it is for us, but it seems awesome either way.

    Thanks,

    Alex Lumley

    • http://www.davidwhitehouse.co.uk/ David Whitehouse

      Sorry Alex, I forgot to reply to this, yes I’m still using Base, they are a very innovative company and I’d highly recommend it.

  • Markus

    Did you ever go back to take a look at where Highrise has gone after you left? I’m still deliberating over the two, for use in a box-moving, high-touch sales job (we sell b-2-b electronics).

    • http://www.davidwhitehouse.co.uk/ David Whitehouse

      I’m afraid Highrise just doesn’t do what I want it to do, I have just checked back then, but not much has changed as far as I’m concerned.

  • http://gravatar.com/philpustejovsky philpustejovsky

    I’ve been a Highrise fan for years. I discovered this post and gave Base CRM a try. Wow. It’s incredible. Thank you David for introducing me to this. Fantastic system. Customizable, easy to use, great mobile app. I’m telling all my small business owner friends about Base CRM.

  • teamteta1

    I have just recently switched to Capsule from Batchbook. After reading a few articles, I am now trying to choose between Capsule and Base as a final permanent transition. They both are very good products, but I see Base as a much more aggressively updated app. I like a few items better on Capsule, ie. Freshbooks integration, Deal Sorting, tracks (repeating tasks), price and contact tagging efficiency. But Base is so much better mobile, better email integration, and updates more often. If Base had repeating tasks in their $15/mo version, my decision would be easier. All this said, thanks for your review.

  • Usi

    I’m on capsule at the moment. Like base and its features. Just wondering, do you know much about base’s user restrictions and custom fields for companies?

    • http://www.davidwhitehouse.co.uk/ David Whitehouse

      Hi Usi,

      I’m afraid not, sorry. Best off contacting their support.

  • http://wemadeyoulook.at/ Viktor Larsson

    Had some major issues with connectivity with Google Apps and also reported some bugs that has still not been taken care of. Other then that, I love it.