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PipelineDeals Sales CRM: Review

What is PipelineDeals CRM?

PipelineDeals CRM is a sales-geared customer relationship management software that allows its users to efficiently manage contacts, companies, qualify and track leads, and more with a central, cloud-based software program.

PipelineDeals is suitable for a range of industries and with hundreds of custom data fields, you can customize it to your particular industry and unique business/sales needs.

Intended Users

PipelineDeals CRM is intended to be used by SMB’s (Small and Medium Businesses) who want a customer relationship management software that is geared towards sales as well. 17,000 customers already use this software, including: Garmin, The Burchfield Group, Viva, Summit, Interactive Circle, mopro, PayrollHero, Criveller Group, StrategyWise, and more.

Platforms

  • Cloud, SaaS, Web
  • Mobile Devices (via App)
  • PC (Windows, Mac, Linux)

Mobile

  • iPhone App
  • Android App

Features

This CRM provides both sales engagement as well as customer relationship management tools so you can view daily pipeline snapshots, real-time deal status updates, and 3D charts, all on a comprehensive sales dash.

This CRM allows its users to gain access to files that contain all people, documents, and activities related to any single deal. Provide There are 12 standard data fields and 225 custom data fields included, which makes this software highly customizable for your industry.

  • Sales Pipeline
  • Monitor Pipeline
  • 3D Charts and Reports
  • Mobile App and Accessibility
  • Daily Email of Latest Sales Pipeline Numbers
  • Comprehensive Deal Page with Customizable Fields
  • Real-Time Status Updates

Sales Acceleration

  • Send Trackable Emails
  • Launch Email Campaigns for Sales
  • Analyze Success of Customer/Lead Communications
  • Get the Full Picture through Pipeline
  • Standardize Email for your Team

Deal Tracking

  • Monitor Deal Activity
  • Track Deal Activity
  • Standardize a Common Sales Process
  • Add Tasks and Events and Organize
  • Categorize and Track Emails
  • Forward Communications
  • Save Document Attachments When you BBC an Email

PDF Print and Share Feature

Lead Management

  • Manage Customer Relationships and Leads through Pipeline
  • Understand Lead Sources and Tag Individual Leads
  • Manage Leads Across Sales Team for Collaboration and Delegation
  • Improve Results Across Sales Funnel with New Lead Highlights

Contact Management

  • Customer List Control (easy import from any source and organize)
  • Clean Data and Customer Lists
  • Manage Contacts Across an Account
  • Set Specific Tasks and Events to Follow up with Individual Contacts

Activity Tracking

  • Customize Activities
  • Assign Custom Activity Category to All that they Do in PipelineDeals (keeps track of each sales rep and what they did and when they did it)
  • Notifications and Collaborations
  • Run Detailed Reports

Mobile CRM

  • Mobile PipelineDeals App for iOS and Android devices
  • Optimized CRM for Mobile
  • Optimized for Sales
  • Set Up Text Message Reminders
  • No Additional Costs for Apps

Data Importing

  • 3 Types of Data Import: People/Contacts/Leads, Deals, and Companies/Accounts
  • Import in Bulk
  • Keeps Data Clean from Redundant or Duplicate Data
  • Assign Data to One or More Individuals during Import
  • Undo Features for When Mistakes are Made

Custom List Views

  • Filter Data Quickly (by zip code, negotiation stage, etc…)
  • Save and Share Favorite Filters
  • Sorting Features for Optimum Organization
  • Edit Whenever, Wherever

Email

Sales Team Organization

  • Store and Share Sales Documents
  • Guide Team’s Sales Activities
  • View Team’s Sales Pipeline
  • See Team’s Deals

Sales Goals

  • Recognize Top Performers
  • Keep Sales Goals to the Front
  • Set Standards and Drive Growth

 

Account Customization

  • Customize Deal Stages
  • Add Your Logo and Modify Colors
  • Define Custom Fields and Activity Categories
  • Control User Access and Roles

Connect – Email Integration

  • Capture Sales Communications in CRM (sync email with Connect)
  • Email Inbox is Optimized for Sales Pipeline
  • Insights into Most Valuable Sales Communication
  • Reminders to Follow Up with Leads as they Move through Sales Funnel
  • Standardize Email for Team

Automations

  • See Sales Pipeline from Beginning to End
  • Communicate Across Teams when Deals are Closed, Milestones Reached, etc…
  • Automatic Prompting of Next Deal Action
  • Accountability
  • Supports Recurring Revenue Models and Account Management

Integrations

  • Google Apps
  • MailChimp
  • Outlook
  • Excel
  • QuickBooks
  • Zapier
  • RightSignature
  • HelpScout
  • Meldium
  • Userlike
  • INinbox
  • Import2
  • Bitium
  • Bedrock Data
  • 123 Contact Form
  • WebMerge
  • PieSync
  • Callmaker

Plans & Pricing

There are three plans to choose from for the PipelineDeals Sales CRM software: Standard, Accelerator, and Optimum.

You can choose between annual and monthly billing — however, you get a discount for the annual billing option.

Standard Plan

Price: $25 / month per person (annual billing) OR $29 / month per person (billed monthly)

  • Bank Quality Security
  • Unlimited Document Storage
  • Back Up Sales Documents
  • Email, Chat, or Phone Support
  • Three Permission / Visibility Roles Available
  • Custom Pipeline Stages
  • Unlimited Leads
  • Unlimited Contacts
  • Unlimited Deals
  • Unlimited Companies
  • Customized List Management
  • Customizable Fields and Organization
  • Sales Reporting
  • Task and Appointment Management
  • Activity Tracking
  • Contact, Lead, and Deal Management Tools
  • Mobile Apps – Android and iPhone
  • Native Integrations, API Access, and Google Apps

Sales Reporting

Accelerator Plan

Price: $49 / month per person (annual billing) OR $59 / month per person (billed monthly)

This is the most popular plan at PipelineDeals and is the middle plan option.

You receive everything in the Standard Plan above, PLUS the following features:

  • Two-Way Email Sync
  • Email Engagement Tracking
  • Sales Process Automation
  • Task Automation
  • Email Sharing and Template Sharing
  • Individual and Team Email Analytics
  • Advanced Deal Intelligence

Optimum Plan

Price: Contact for Pricing (1-866-702-7303)

The Optimum Plan features everything that the Accelerator Plan does, plus:

  • Custom Password Requirements and Auto Expiration
  • White Labeled IP and Mobile Devices
  • Completely Separate Infrastructure for Account Data
  • Named Customer Success Manager (White Glove Support)
  • Direct Telephone Contact (Personalized Support Channels)
  • Personalized SLA (Custom SLA to Match Support Needs)

Full Plan and Pricing Details: https://www.pipelinedeals.com/pricing

Free Trial

You can get a free 14-day trial of this comprehensive Sales CRM at: https://www.pipelinedeals.com/get-started

There is no obligation, no risk, and you can try all of the features and invite an unlimited amount of users.

Free Demo

You can also meet with an expert for a customized demo so you can see the grand tour of this CRM and what it can do for your business’s sales team.

Demo: https://www.pipelinedeals.com/demo


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amoCRM: Review

One of the most cost-effective 5 Star rated customer relationship management softwares is called amoCRM. This CRM software is a sales management service that is web-based and available for access anywhere via the internet.

From managing your pipeline, your sales team, receiving analytic feedback and reporting, users of this CRM can extend amoCRM’s capabilities with an open API as well as integrations.

Marketed as an easy and smart sales automation and CRM solution, amoCRM is surprisingly affordable and has received excellent reviews and responses from its users.

Platforms

  • Windows
  • Mac OS
  • Web Browser (OS Agnostic) / Web-Based
  • Mobile Access (iOS and Android)
  • Mobile App (iOS and Android)

Mobile App

Available on iOS and Android devices, the amoCRM mobile application can keep you up to date via tasks and reminders as well as allowing you to view leads, client lists, tasks, and chain of events.

Mobile App: https://www.amocrm.com/tour/#mobileapp

This mobile application was designed for the high demands of amoCRM users and so as long as you have a device with an internet connection, you can download this app and keep in contact with your software, your team, your customers, and your sales.

Features

amoCRM’s features are geared towards customer relations, sales management, team management, and B2B leads. You can use this CRM on your PC or mobile device to take leads from your contact list all the way to a sale. This software can help to chase hot leads, receive more customers, retain those customers, and increase sales.

Organization is easy with filtering options to focus on analysis, current leads, tasks that need to be completed, integrating marketing or email features, and more.

To increase your sales with amoCRM, you need to maintain your potential leads and contact database and ensure that all of the information is up to date and correct. From there, amoCRM takes care of the rest for you.

Some additional features of this CRM software includes:

  • Multi-Currency
  • Email Integration
  • Contact Management
  • Custom Fields
  • Low Cost
  • No Contracts When Signing Up
  • Lead Management
  • Widget Integrations
  • Task Management
  • Tags
  • Sales Reports
  • Sales Pipeline
  • Import / Export

Integrations

From email, SMS/text marketing, online chats, and technical supports, all available integrations are offered in all three plans.

  • Facebook
  • MailChimp
  • Zendesk
  • Dropbox
  • Xero

You can integrate amoCRM with a wide range of useful services as well, from file storages, hosted PBX that allows users to receive and make phone calls directly from amoCRM’s interface, as well as email services that assist with customer communication and marketing.

Plans & Pricing

There are three different amoCRM plans to choose from: the Base Plan, Advanced Plan, and the Enterprise Plan. These plans are billed monthly or annually and the price reflects the price per user per month.

 

Pipeline

Base Plan

Price: $15 a month / per user (billed annually)

The Base Plan is for users with large companies but small sales teams.

  • Contacts: 12,500
  • Open Leads: 2,500
  • Custom Fields: 100
  • File Storage: 200 Mb
  • Free Business Card Recognitions in Mobile App

Business Card Reader in Mobile App

  • Google Analytics & WebSite Integration
  • Merge Duplicates
  • Add Customized Fields to Leads and Contacts
  • Add Custom Pipeline Status
  • Sales Pipeline
  • Save All Customers’ Email Correspondence
  • Report by Activities
  • Define Users Group Permissions
  • Consolidated Sales Report
  • Search Bottlenecks in the Sales Process
  • Secure Connection (SSL Certificate)
  • Permanent Data Backup
  • Full REST-API
  • Email / SMS Marketing
  • Online Chats
  • Technical Supports

Advanced Plan

Price: $25 a month / per user (billed annually)

The Advanced Plan is best for users who wish to optimize conversion, create auto-tasks, create sales plans for managers, and KPI.

  • Contacts: 25,000
  • Open Leads: 5,000
  • Custom Fields: 200
  • File Storage: 400 Mb
  • Free Business Card Recognitions in Mobile App
  • Google Analytics & WebSite Integration
  • Merge Duplicates
  • Add Customized Fields to Leads and Contacts
  • Add Custom Pipeline Status
  • Sales Pipeline
  • Save All Customers’ Email Correspondence
  • Business Processes and Automatically Created Tasks
  • Required Fields
  • Digital Pipeline
  • Report by Activities
  • Define Users Group Permissions
  • Create Branches and Teams
  • KPI and Sales Plan
  • Consolidated Sales Report
  • Search Bottlenecks in the Sales Process
  • Calls Analysis
  • Sales Forecast
  • Secure Connection (SSL Certificate)
  • Permanent Data Backup
  • Log Visits to All Account Users
  • Limit Visits by IP Addresses (Whitelist and Blacklist)
  • Full REST-API
  • Third-Party Apps Notification (Webhooks)
  • Create your Own Widgets
  • Dashboard Widget Customization
  • Email / SMS Marketing
  • Online Chats
  • Technical Support

Enterprise Plan

Price: $45 a month / per user (billed annually)

The Enterprise Plan does everything the Basic and Advanced Plans do, with the added benefits of being for companies/businesses with a large number of leads to track and chase, scoring, and businesses needing periodic backup via an email archive.

  • Contacts: 50,000
  • Open Leads: 10,000
  • Custom Fields: 400
  • File Storage: 800 Mb
  • Free Business Card Recognitions in Mobile App
  • Google Analytics & WebSite Integration
  • Scoring Leads
  • Merge Duplicates
  • Add Customized Fields to Leads and Contacts
  • Add Custom Pipeline Status
  • Sales Pipeline
  • Save All Customers’ Email Correspondence
  • Business Processes and Automatically Created Tasks
  • Required Fields
  • Digital Pipeline
  • Report by Activities
  • Define Users Group Permissions
  • Create Branches and Teams
  • KPI and Sales Plan
  • Consolidated Sales Report
  • Search Bottlenecks in the Sales Process
  • Calls Analysis
  • Sales Forecast
  • Secure Connection (SSL Certificate)
  • Periodic Backup with Sending the Archive to Email
  • Permanent Data Backup
  • Log Visits to All Account Users
  • Limit Visits by IP Addresses (Whitelist and Blacklist)
  • Full REST-API
  • Third-Party Apps Notification (Webhooks)
  • Create your Own Widgets
  • Dashboard Widget Customization
  • Email / SMS Marketing
  • Online Chats
  • Technical Support

Plans and Purchase Link: https://www.amocrm.com/buy/

Free Trial

You can try amoCRM for free for 14 days, without obligation, at the following link: https://www.amocrm.com/. This is the full version with no spam and no credit card information needed. You just need an email address, your name, and a phone number.


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Freshdesk: Review

Founded in 2010, Freshdesk has succeeded in becoming one of the most well-known cloud-based CRM softwares on the market. With a range of powerful customer-driven features, this easy to use CRM allows companies to offer a seamless, multi-channel support system across the phone, the internet, forums, social media, email, mobile apps, and more.

Intended Users

Freshdesk can be used for all company sizes, Small to Large. This CRM has the capability and robust features to keep up with any size organization.

With over 80,000 current customers globally, any type of company can benefit from Freshdesk. For example: SolarCity, 3M, Hugo Boss, Cisco, University of Pennsylvania, etc…

Based on the affordability and features, this CRM is suitable for the hospitality industry, retail environments (brick and mortar as well as online), IT, insurance, utilities, and other companies.

Deployment

  • Cloud, SaaS, Web
  • Mobile

One of the best parts about Freshdesk’s CRM is that it is entirely web-based, and data is stored in the Cloud. This makes capacity nearly endless, the speed extremely quick, and allows flexibility in accessing this CRM.

The supported OS’s (operating systems) include:

Windows, Mac OS, Linux, HP-UX, Solaris, Unix, IBM OS/400, Web Browser (OS agnostic)

Features

By offering a genuine multi-channel customer support system, this CRM can bring every customer conversation and put it into a centralized interface that is easy to read, easy to use, and organize. Your customer support staff can address issues and resolve trouble tickets with ease.

Customers contact through a variety of ways, from phone calls, email, contact forms, internet chat, social media, and applications, so Freshdesk makes sure that they are capable of helping address customer concerns in all of the ways customers contact you.

Freshdesk can help you:

  • Manage Multiple Groups, Escalation Procedures, Workflows
  • Multiple Products
  • Multiple Brands
  • Automate Multiple Processes
  • Automate Route Tickets to Appropriate Support Agents
  • Multi-Language and Multi-Timezone Capabilities

Customer Communication

Integrations

With Freshdesk, you can also integrate with other leading CRM softwares including:

  • Freshdesk
  • Pipedrive
  • Insightly
  • Nimble
  • Pipeline Deals
  • Salesforce
  • Solve
  • Zoho CRM
  • Batchbook Social CRM
  • Capsule
  • Collabspot
  • Highrise

Social Media App Integrations

With the ability to integrate into other CRM softwares and over 60 tools, Freshdesk CRM is able to pull up customer records and see customer history in an instant.

Security

Freshdesk CRM’s data center is EU safe harbor compliant and all plans include SSL Encryption to keep customer and company data safe. Servers are hosted in a world class data center with 24 hour security and surveillance. Freshdesk software is also continuously up to date with the latest security patches.

Plans and Pricing

Full pricing details here: https://freshdesk.com/pricing

There are 5 Freshdesk plan available: Sprout (free version), Blossom, Garden, Estate, and Forest.

Sprout Plan

The Free Version of this Freshdesk CRM is Sprout.

  • Price: FREE
  • Agents: 3
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets

Multi-Channel Support

  • Standard Phone Channel

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA Management

  • Business rules management through SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, and description
  • Suggested solutions

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customizable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Export reports

Customization

  • Custom apps
  • Public customer portal customization

Security

  • Single sign on
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Over 50+ Applications

Reporting

Blossom

  • Price & Users: $16 / Agent / Month
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets
  • Time tracking
  • Integrate customer satisfaction surveys

Multi-Channel Support

  • Standard Phone Channel
  • Multiple incoming and outgoing mailboxes
  • Add unlimited Twitter accounts
  • Add unlimited Facebook pages

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA

  • Business rules management though SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge-Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, description
  • Suggested solutions
  • Community Forums

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customisable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Helpdesk in-desk report
  • Export reports
  • Save reports

Customizations

  • Custom apps
  • Public customer portal customization
  • Custom domain mapping

Security

  • Single Sign On
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Satisfaction surveys
  • Time tracking and invoicing tools
  • 50+ applications

Garden

  • Price and Users: $25 / Agent / Month

You receive everything from the Blossom plan, plus:

  • Freshdesk’s Integrated Live Chat

SLA Management

  • Multiple SLA policy
  • Multiple business hours
  • Product, group, and company level SLAs

Global Support

  • Multilingual Knowledge Base
  • Dynamic Email Notifications
  • Multiple Time-Zones

Multi-Product

  • Product level knowledge-base and community forums

Reporting

  • Ticket drill down in reports
  • Save reports
  • Schedule reports

Customizations

  • Full CSS customization
  • Custom domain mapping

Automated Tasks

Estate

  • Price and Users: $40 / Agent / Month

You receive everything in the Garden plan, plus:

  • Agent collision detection
  • Facebook in-sync app
  • Automatic ticket assignment within group (Round robin)
  • Dynamic ticket forms

Reporting

  • Performance distribution
  • Ticket volume trend
  • Top customer analysis

Customizations

  • Customizable agent roles
  • Complete layout customization
  • Access to FreshThemes gallery

Security

  • Custom SSL certificates (default free)
  • Helpdesk Restriction

Forest

  • Price and Users: $70 / Agent / Month

You receive everything in the Estate plan, plus:

  • Advanced Phone Channel
  • IP Whitelisting
  • Custom Email Servers

 

Free Trial

You can get started with Freshdesk for free for 30 days at: https://freshdesk.com/signup.

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ConnectWise PSA: The #1 CRM for Tech and IT Companies

 

ConnectWise is one of the oldest and most experienced companies that is dealing in customer relationship management software for IT and tech companies in the United States. Founded in 1982, ConnectWise is anything but old-fashioned. They have adapted with current technology and have created a sales-marketing CRM for a scalable future.

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Intended Users

ConnectWise PSA was created for IT and technology companies that sell, support, and service tech from managed service providers as well as cloud service providers – to manage VOIP, print, and VARs.

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What ConnectWise Can Do For You

ConnectWise CRM will allow your IT or tech support company to take control of the sales pipeline and keep track of your productivity, sales, and revenue faster and easier. It has been rated as the best CRM for IT and technology companies and if used correctly, promises to boost sales productivity and consolidate sales and customer information into one system.

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Features Checklist

If your tech/IT company is looking to improve sales, consolidate the location of customer information and data, as well as make a better impression in marketing services, the ConnectWise CRM may be a good fit.

Some of sales, marketing, and CRM features include:

  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Proposals / Quotes
  • Referral Tracking
  • Territory Management

connectwise

With ConnectWise “Manage,” users can use the CRM to generate new business opportunities as well as design and track their professional marketing campaigns in order to keep those leads flowing. With the sales features, you can stay on top of your sales opportunities, retain a full visibility into your pipeline, and have automated follow-ups.

The automated tasks will keep you and your employees can keep your eye on the larger picture while keeping them focused on customers’ needs.

Once a sale is complete, the software will handoff the sale from “sales” to “project management” seamlessly.

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Deployment

ConnectWise is very flexible and versatile in its platform options — in fact, it is one of the most accommodating softwares we have come across.

Deployment options include:

  • Cloud, Web, SaaS
  • Installed – Mac
  • Installed – Windows
  • Mobile – Android Native
  • Mobile – iOS Native

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Pricing

To receive a quote that is customized to your business, fill out the form at the following link: https://www.connectwise.com/request-pricing

Free Demo

While there is no free trial of ConnectWise available, you can use the following link to watch a free demo: http://lp.connectwise.com/sem/demo/sales/int/boost-productivity.

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Training and Support

  • Webinars
  • Live Online Training
  • In Person Training
  • Documentation
  • Online Support
  • 24/7 Live Rep Support
  • Business Hours

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Cons

While it is an experienced software company, ConnectWise CRM isn’t perfect. Despite the range of features, there is room to improve. Recommendations from real users state that the marketing and sales functionality is lacking when it comes to actually managing and running the campaign efforts.

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Base CRM: Review

Base CRM was founded in 2008 and is a cost-effective solution for your customer relationship management needs for your growing or established business.

Base CRM allows small, medium, and large businesses to take a more data-driven, scientific approach to sales and customer relations. This all-in-one sales platform increases adoption and data capture and with actionable, quantifiable insights, you can accelerate your performance and increase your revenue in a way that is scalable, measurable, and most importantly — repeatable.

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Deployment

  • Cloud, SaaS, Web
  • Mobile: Android Native
  • Mobile: iOS Native

base-devices

Mobile Sales Management

Base CRM is highly mobile and features all of the technology that that you can get from your desktop.

Base’s full-featured Mobile Sales Management solutions include:

  • Geolocation
  • Mapping
  • Real-Time Updates
  • Notifications
  • Sales Forecasting
  • Goal Attainment
  • Sales Funnel Analysis
  • Mobile Reports
  • Offline Access
  • Mobile Apps
  • Mobile Lead Management

base-crm-windows-phone

Solutions

  • Customer Relationship Management (CRM)
  • Mobile Sales Management
  • Account Management
  • Lead Tracking
  • Native Automatic Dialer
  • Email Intelligence
  • Lead Prioritization
  • Win Rate Optimization
  • Sales Reporting and Analytics
  • Sales Forecasting
  • Sales Intelligence

base-crm-feature1

Plans and Pricing

There are three plans to choose from: The Starter, Professional, and Enterprise Plans — and depending on your CRM needs, size of your business, and number of users, your plan can cost anywhere from $25 per user per month to $125.

Starter Plan: $25 per user / month

This starter plan offers basic sales tracking and customer management for up to 5 users.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
Contacts

Contacts

Professional Plan: $75 per user / month

This plan offers complete Customer Relationship Management (CRM) features and reporting for growing businesses.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
  • Document Management
  • Task Automation
  • Sales Forecasting
  • Activity Reports
Sales Pipeline Management

Sales Pipeline Management

Enterprise Plan: $125 per user / month

The enterprise plan is an all-in-one sales platform for data-driven enterprises that require a full-feature CRM.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
  • Document Management
  • Task Automation
  • Sales Forecasting
  • Activity Reports
  • Sales Intelligence
  • Lead Scoring
  • Call Analytics
  • Auto Dialer
  • Product Catalog
  • Multi-Level Permissions
  • Single Sign On
  • Multiple Sales Pipelines
Data Import

Data Import

Onboarding Services

Base also offers onboarding services led by their in-house experts so that your company can be set up for success properly. This service includes data migration, account setup, training, and more.

This package starts at $2,500.

Training and Support

Should you not opt for Onboarding Services, Base CRM comes standard with the following training and support:

  • Documentation
  • Live Online Training
  • In Person Training
  • Webinars
  • Online Support
  • Business Hour Support

Free Trial

Base offers a full feature 14-day free trial. No credit card required.

You can start your free trial at the link below: https://signup.getbase.com/signup-iframe.html

Mobility and Security

Mobility and Security

Security

Base CRM goes under routine security audits by experts in the industry to make sure your data is protected.

  • Payments Protected
  • All Credit Card Information Goes Through PCI Compliant Payment Gateway
  • 256-Bit SSL Encryption
  • Backup Done Automatically on Multiple Amazon Servers Nationwide
  • 99% Uptime
Endless Integrations

Endless Integrations

integrations-2

Base Snap Platform

With the Base Snap platform, you can connect your business tools, sync your sales data across your organization, and keep IT happy!

Base Snap features out-of-the-box integrations and API are built to produce immediate results. Base’s sales-centric UX experts will make sure every integration experience is useful, intuitive, and refined.

API

API

API

Every Base account has access to the API Snap platform and this can be used to connect to any other product.

With sync services and pre-built code libraries in: Python, Ruby, PHP, and Java, whatever side project you are building or what integration, Base can set you up with the SDK’s and API’s that you will need to make it a success.

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