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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

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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

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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

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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

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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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Kustomer SMB CRM: The New Kid on the Block

Kustomer, Inc. is a new, CRM startup that is based in New York. This year-old company has received $10 million in Series A funding that will allow Kustomer to further market and develop its CRM technology that is aimed at small and medium sized businesses.

The founders, Brad Birnbaum (CEO) and Jeremy Suriel (CTO), also found Assistly in 2009, as a provider of online customer service technology. Don’t recognize the name? Well, they sold it to Salesforce Inc in 2011, and it was re-named Desk.com. This helped the pair to better understand the realm of CRM technology and makes their new Kustomer CRM very promising.

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Kustomer CRM

Their SaaS-based customer relationship management software is intended to help SMB sales representatives use different sources of information about their customers in order to interact with them better and form lasting relationships. This software-as-a-service will allow users to access a vendor’s technology through a web browser as opposed to having to deploy it on their own infrastructure.

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Since customer relationship management is one of the most important and fundamental aspects of a successful business, Kustomer, Inc.’s new CRM is something that any small to medium business owners should take into consideration as they shop around for a first-time or replacement CRM software.

With this CRM, a business can have a simple but powerful interface that will provide a full summary and understanding of their customers as real people rather than numbers and stats alone. Ditching outdated point solutions, Kustomer plans on this software model to better manage and get to know your customers in order to provide better services as well as retain their patronage.

Features

  • Combine All Customers’ Conversations via Timeline
  • Track Events and Activities
  • Conversation History
  • Text Messages / Email / Live Chat

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  • Custom Objects
  • Searches
  • Cross-Channel

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    Cross-Channel Timeline

  • Personalized Messages and Communications (no ticket number and no “do not reply” mention)
  • Sentiment (Negative or Positive)

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  • Snooze (Intelligent Reminders for Follow-Ups)
  • Collaboration (Notes, Following, @ Mentions)
  • Chat
  • Workflows
Workflow

Workflow

  • Reporting and Analytics

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  • Integrations with Third-Party Apps

API-first platform integrates third-party customer interaction apps such as: Slack, Shopify, Segment.io, Clearbit, Mparticle, Magneto, Twilio, and more.

Watch Kustomer CRM’s Innovative Features in the following Video: 

Pricing

Kustomer, Inc. says it will provide their new CRM technology software free of charge through March of 2017. This is a great time to try out this CRM as in January, they will announce their pricing that they will begin to charge in April of 2017.

Try Kustomer CRM Free: https://www.kustomer.com/

Now is the time to try Kustomer CRM if you have a small to medium business. You will be able to try out this software for a few months — for free — and see if it is a good fit for your business in the long run.

Take advantage of this chance, because the brains behind this software brought you a very popular platform and have since learned from it. This makes Kustomer a potential sleeping giant, and you could get ahead of the curve.

 

Funding and Financial Support

Financial support has already poured in by investment firms Canaan Partners, Social Leverage, BoxGroup, Boldstart Ventures, and Plug and Play Ventures, who have provided the $10 million in funding. In addition to seed funding of $2.5 million from several firms, Kustomer, Inc. has had $12.5 million to craft and create a brand new CRM software for the modern SMB.

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Marketing 360: #1 CRM Software for Small to Medium Businesses

Nothing is more important in the world of customer relationship management than marketing your business. Marketing 360 CRM is the perfect software for SMB’s (Small to Medium Businesses). This CRM is able to manage all of your leads and customers, assign tasks, track deals, track the sales pipeline, assign contacts to employees, and more. You can use Marketing 360 CRM on your desktop, tablet, or smartphone for easy and reliable access.

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Rated as the #1 CRM Software for SMB’s, Marketing 360 has an incredible reputation for all-in-one software solutions that has nearly no competition. With it, you can follow business leads, communicate with customers, create long-term relationships, and manage your brand.

 

Intended Users

As stated in the software title itself, Marketing 360 CRM for SMB’s is intended for Small to Medium Businesses. This web-based marketing platform is suited well for entrepreneurs and those seeking to analyze their business data, run social media advertising campaigns, and increase the performance of their business and boost their sales.

 

Features

This software has an incredible amount of features, including the following:

  • Marketing Automation
  • Social Marketing
  • Analytics
  • Campaign Management
  • Call Center Management
  • Document Management
  • Lead Management
  • Lead Scoring
  • List Management
  • Contact Management
  • Customer Support
  • Landing Pages / Web Forms
  • UXi Feature
  • Listing Ads
  • Social Targeting Ads
  • Project Management
  • Website Visitor Tracking
  • Search Marketing
  • Web Analytics
  • Quotes / Proposals

Marketing 360’s UXi websites feature helps to create web pages that are brand-consistent, easy to navigate, and highlight your call to action phrases and buttons. The system also provides website templates that are customizable and edited with the help of a simple drag-and-drop function.

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The Natural Listing Ads feature is intended to improve your website’s search results by tracking the keyword volume and ranks. Analyzing a competitor’s SEO performance with the same keywords and phrases results in real-time reports that provide organic conversion rates.

The software’s Social Targeting Ads feature helps to target potential clients on the basis of gender, age, location, interests, and more.

Marketing 360 CRM is scalable and easy to use, which makes it a great choice for growing with your Small to Medium Business.

 

Deployment Options

Marketing 360 CRM can be run on a variety of platforms:

  • SaaS (Subscription as a Service)
  • Web
  • Cloud
  • Mobile

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Mobile

This CRM also has great mobile access as well.

Android and iOS are both supported.

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Price

Unfortunately, one of the cons of this CRM software is that the pricing is not easily accessible. You have to contact the software company directly or go their website for a quote. Being the best in the business means you get to name your price and have customers call you.

While the hidden price is somewhat of a con for those comparing prices, the customers who have used this software have nothing but positive things to say about its functionality as well as the customer service they have received.

In addition to the SaaS option, there is a Free Version of the Marketing 360 CRM for SMB’s.

 

Training

Upon purchasing this CRM software, the training offered to users is very flexible and supportive. You receive documentation, live online help, in person help, and webinars to help you make the most of this CRM.

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Free Trial

You can sign up for a 45 Day Free Trial of Marketing 360 CRM Software for Small to Medium Businesses here: https://signup.mymarketing360.com/register

Overall, Marketing 360 CRM has received countless five star ratings for ease of use, customer service, features offered, functionality, support, quality, and overall use of this software. Try it for yourself at: https://www.marketing360.com/small-business-crm/

 

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