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Vtiger CRM On Demand: Review

What is Vtiger?

Vtiger was founded in 2004 as a Customer Relationship Management (CRM) software that was designed to integrate and offer features beyond those of standard CRM systems. The software has grown better since and is now a unique CRM with tools and improved technology for businesses to stay informed, avoid duplication, and become more productive.

What is Vtiger On Demand?

In July of 2010, Vtiger CRM On Demand was finally released. In an effort to make Vtiger CRM better for SMB’s, “On Demand” has made this customer relationship management software more convenient for businesses.

You can choose to deploy Vtiger CRM on-premise or in the cloud.

What makes Vtiger On Demand different from other CRM SaaS offerings is that other softwares are based on proprietary platforms and do not allow companies to customize their cloud version — they also don’t offer flexibility to move their CRM on site at a later date — Vtiger On Demand CRM does this.

Intended Users

Vtiger is best utilized by SMBs (Small-Medium Businesses).

 

Deployment / Platform(s)

  • On-Premise
  • Cloud, Web, Saas

Platforms:

  • Mac OS
  • Windows
  • Web Browser (OS agnostic)
  • Mobile

Mobile

  • Mobile Applications Available

If you have support reps that spend a lot of time out of the office, no worries — Vtiger is cloud-based and offers mobile applications for users who are on-the-go.

Features

Vtiger offers strong inventory management, invoicing, help desk, sales automation capabilities, email marketing functionality, and more in addition to the CRM features.

The Vtiger On Demand CRM is a solution that provides businesses with superior functionality when it comes to managing current clients. With the support portal, customers can search through past issues and their resolutions before needing to contact you, saving you valuable time.

Better Customer Support Options

This fully customizable CRM also has a variety of features on the back end. Support agents are able to document, create, and track any customer issues with automated follow-ups. Your customers can monitor the status of their issues from open to close — this gives you a huge leg up on the competition, who are often silent for days before responding to customer problems.

You can share documents, files, quotes, and invoices through the client portal, as well.

Among the intuitive features Vtiger offers, this CRM integrates seamlessly with Microsoft Outlook, and is a complete CRM that can support the entire customer lifecycle.

Customize

As we stated in this beginning of this review, Vtiger On Demand CRM allows users to customize their CRM instances and tailor them to your own business needs. Vtiger CRM gives SMB’s all of the benefits of true open source and cloud computing. This combination allows you to do more than just use this as a regular CRM — you can customize it, use this as a true open source cloud-based software, and even have the opportunity to move your cloud CRM on-premise in the future.

Benefits of True Open Source

With this “true” open source cloud computing, you benefit from the following:

  • Clients, partners, resellers, and system integrators can change, customize, or extend an individual CRM instance.
  • Clients can take advantage of third-party components and add-ons in order to extend the base functionality. Integrations, extensions, and other services are simple and easy.
  • Clients are not locked into a vendor offering. YOu can migrate from cloud-based to on-premise/in-house version of this CRM at any time in the future, because both versions use the same application code and data schema.

CRM

  • Never lose sight of deals with an actionable, real-time map of your sales pipeline
  • Reach out to contacts, clients, and customers through recorded and tracked emails or calls — in a single click
  • Schedule appointments quickly with built-in automated scheduling tools
  • Pre-built and custom insights and analytics
  • View a 360-degree history of your contacts

Integrations

Explore integrations and connect with third-party apps.There are a wide range of integrations that allow Vtiger to import data and automate actions in the other apps that you use. Google, PayPal, Office 365, MailChimp, QuickBooks, Twilio, Outlook and Dropbox are just a few of these integrations.

You can view full information on integrations here: https://www.vtiger.com/crm/integrations/

Additional On Demand Features

  • No Installation — Just a few minutes after signup, the client instance is provisioned automatically on an Amazon server
  • Upgrades are included in your price — Each instance will be upgraded to the latest version of Vtiger as soon as it is released publicly — at no additional cost
  • Full Range of CRM Features — all of the Vtiger CRM features and functions are included in the On Demand version
  • Security — Vtiger’s CRM database, files, and documents are backed up on a daily basis
  • Customization — Users can take advantage of custom Vtiger CRM instances
  • No Vendor Lock-In — If you choose to stop using Vtiger, you can still install the Vtiger application locally on your server and take your data with you

Plans & Pricing

There are three categories of Vtiger to choose from, and five “tiers” or plans, overall

You can choose from:

  • Sales
  • Support
  • Ultimate CRM

Sales

  • Starter Plan ($10 a month / user, billed annually) OR ($12 a month / user, billed monthly)
  • Professional Plan ($20 a month / user, billed annually) OR ($24 a month / user, billed monthly)

Support

  • Starter Plan ($10 a month / user, billed annually OR ($12 a month / user, billed monthly)
  • Professional Plan ($20 a month / user, billed annually) OR ($24 a month / user, billed monthly)

Ultimate CRM Plan

  • $30 a month / user, billed annually OR $36 a month / user, billed monthly

Each plan offers a range of features in the following categories (some plans include these features and some do not:

  • Contact Management
  • Sales Process Management
  • Support Management
  • Inventory Management
  • Social
  • Project Management
  • Users & Access Control
  • Analytics
  • Document Collaboration
  • Collaboration
  • Marketing Automation
  • Integrations
  • Customization
  • Automation
  • Web Forms
  • Telephony Integrations
  • Data Administration
  • Mobile Apps
  • Gmail Extension

 

** To view the entire list of comprehensive features included in each CRM plan, take a look at the plan comparison chart at the following link: https://www.vtiger.com/complete-pricing-table/ **

 

Free Trial

You can try a free 15-day trial of Vtiger CRM at: https://www.vtiger.com/begin-free-trial/.

All you need is your name, email address, company name, and a password.

Support

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FollowUp Power (CRM and Sales Tracking): Review

What is FollowUp Power CRM?

FollowUp Power is a robust sales tracking and CRM software for the construction industry. This software is great because you can choose between three plans: the CRM-only plan, the CRM plus Sales Training plan, or a plan with both of those options plus a RampUp Coach.

Intended Users

This software is a perfect fit for companies of all sizes, from small, single employee startups to mid-size businesses, to multi-million dollar enterprises.

Some of the current users of this CRM by FollowUp Power includes:

  • CodeRed Roofers
  • Robinson Electric
  • 1st Choice Glass
  • Debon Air Mechanical
  • Douglass Colony
  • Wasco Inc.

Deployment

  • Online, SaaS, Web, Cloud

Supported Operating Systems:

  • Windows 10, 8, 7, Vista, 2000, XP
  • Mac OS
  • Web Browser (OS agnostic)

Features

FollowUp Power gives users a range of versatile features including the ability to track one’s own pipeline, the ability to set goals for team members, the ability to view in-depth reports, and the ability to coordinate workflow within the organization.

Additional features include:

  • Bid Tracking
  • Lead Tracking
  • Custom Reports
  • Workflow Automation
  • Multi-Bid Functionality
  • User Security Levels
  • FollowUp Reminders
  • Sales Training E-Courses

The FollowUp Power system’s CRM and Sales Tracking features keeps personalized records that are comprehensive and organized — this allows you to keep on top of projects in the pipeline. It also houses a historical database and keeps a complete suite of analytical reports.

All of these features are crucial for: Sales Management, Marketing, Business Development teams, and Customer Relationship Management. FollowUp Power also helps to deliver priorities through workflow automation.

You can use this software to better view your sales pipeline, communicate with customers more efficiently and meet their needs, as well as hold your sales team accountable. With the follow-up reminders, you will always be reminded to get back with clients and customers, and keep those customers happy and returning to your store or establishment.

The User Security Levels helps the administrator to allow certain users access to information while keeping sensitive information and data separate from other users. Admins can also tweak this CRM / Sales Tracking software to fulfil the needs of your exact business.

Use the customization, multi-bid function, bid / lead tracking, and workflow automation to make your life easier and focus on your business instead of having to bury your head into your computer to check on everything manually. In addition, the custom reports feature will make understanding your business from a larger perspective, much easier and accurate.

With this software, you also receive an online training portal, which will make sure that all users are trained properly and easily, and that your setup will be a complete success.

Plans & Pricing

There are three rampup plans to choose from. Regardless of which one you choose, 48 is needed for the creation of your new database.

In addition to the options found above in “Features,” this software includes the following in each plan found below.

CRM Only

Price: $55 / user / month

  • No Setup Fee
  • CRM
  • Virtual CRM Training
  • 1 DISC Assessment
  • Service and Support

CRM + Online Sales Training Portal

Price: $70 / user / month

  • No Setup Fee
  • CRM
  • Virtual CRM Training
  • Online Sales Training Portal
  • 2 DISC Assessments
  • Service and Support

CRM + Online Sales Training Portal + Rampup Coach

Price: $70 / user / month

  • $3,500 RampUp Coach Fee
  • CRM
  • Virtual CRM Training
  • Virtual CRM Implementation
  • Online Sales Training Portal
  • 3 DISC Assessments
  • Service and Support

To get a full idea of each CRM plans, FollowUp Power asks that you reach out to an expert to go over the current state of your business so you can have your own Sales Overhaul Plan created that will suit your needs.

Free Demo

To view a free Demo of this CRM, click on the link below and click on “Start Video Demo.” You only need to provide your name, an email address, a phone number, and company name.

Demo Link: http://followuppower.net/#mailmunch-pop-420063

For a Personal, 1:1 Demo, click on the following link to schedule with FollowUp Power: https://calendly.com/evargas-1/followup-power-call-demo/02-06-2017


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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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Propeller CRM: Review

Founded in 2014, Propeller is a Customer Relationship Management (CRM) software that you will actually want to use. With its main feature of deep integration with Gmail, this CRM is unique in that it can assist you and your team in closing deals without leaving your inbox.

Intended Users

Small businesses and startup companies that require a simple CRM with powerful integrations with Gmail.

Deployment

  • Cloud, SaaS, Web

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Features

Some of the features included in the Propeller CRM plan include:

  • Campaign Management
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages
  • Web Forms
  • Lead Management
  • List Management
  • Marketing Automation
Gmail Sidebar

Gmail Sidebar

Gmail Integration

The main and unique feature of Propeller CRM is its deep integration with Gmail.

With Gmail integration and sidebar, this tool is powerful and allows you to equip your business with modern tools to easily and quickly access your CRM. Did you know that 41% of a sales representative’s time is spent selling? This increases productivity and you can spend more time selling your product or services rather than logging data.

Email Tools

Email Tools

Email Tools

With Propeller’s email tools, you can track emails, use templates, set follow up reminders and more. Instead of having to check your email, you will be notified when a contact opens an email and tracks every time they see the message so you know when to follow up.

Reminders will ensure that your time is not wasted and once you receive a reply, it is removed automatically.

For quicker contact with different accounts, you can use templates with variable fields, so you can send a great email that has automatically populated fields.

You can create and edit things such as leads, accounts, contacts, and opportunities, which will save you time.

Pipeline Management

Pipeline Management

Pipeline

You can easily manage your pipelines in Gmail by creating leads, opportunities, or changing a pipeline stage. You can do all of this from your email.

Morale and Productivity

Propeller allows you to boost productivity by adding notes or assigning tasks to coworkers or yourself. You can get an instant snapshot of an account’s history and share this information with your employees or team with Gmail integration.

teamwork

Teamwork makes the dream work

Intuitive Dashboard

The dashboard is intuitive to use and makes it easy to use with step by step guides. You can create widgets for any of your dashboards, you can create revenue forecast, pipeline, and likelihood to close. You can generate these in just minutes.

dashboard-widgets

Multiple Dashboards

Propeller CRM allows you to build multiple dashes for business development and sales for current and future quarters. This can help you stay on top of your company’s progress instantly.

Reporting

With Propeller’s beautiful design, you don’t need any more confusing Excel spreadsheets with complicated or difficult-to-read layouts. Propeller CRM’s dashboards automatically generate a nice, clean design for reporting. All components are automatically reformatted so that you always receive a clear look at your data.

Every quarter, Propeller will also pull the data into a report and create a dash for in-quarter progress. Automatic updating means you don’t have to go through paperwork every time you close a quarter.

Reporting

Reporting

Tasks and Activities

Along with being able to assign custom tasks, see an entire account’s history, and add notes to your team, you can manage your team with sales rep activity reporting so that you can see who among your staff are the top performers. These are automated in Propeller and takes out the guesswork.

You can also get your task list emailed daily so that everyone is up to date with what needs to be done. Upcoming follow-ups and tasks are automatically included so that you can get ahead of the game.

Using the Gmail sidebar (or web application), you can manage all tasks: reassign in bulk, open tasks, close tasks, manage activity, and more.

reminders-tasks

Reminders and Tasks

Email Campaigns

Email campaigns are crucial to any business, and with Propeller CRM, you can do everything from cold emailing prospects, nurturing leads or simply keep in touch with customers and vendors. You can reply to existing threads or create a new email to grow your pipeline.

Add leads right from Gmail and move them throughout the campaign. You can also automatically pause leads who respond so you don’t end up spamming your contacts.

With this feature you can generate different campaigns for different industries and products. Use the variable fields to give it your own personal touch.

Also, it only takes a few minutes. There are no HTML templates or coding to worry about.

Email Campaigns

Email Campaigns

Plans and Pricing

The plan and pricing for Propeller CRM is simple: you can pay monthly or annually for the single CRM plan offered.

Annual Billing Option

Price: $29 / month

  • Gmail Integration
  • Email Templates
  • Email Campaigns
  • Dashboards
  • Task and Activity Tracking
  • Pipeline Management
  • Free 1 Hour On-Boarding Session
  • Locked in Price Forever

Monthly Billing Option

Price: $35 / month

  • Gmail Integration
  • Email Templates
  • Email Campaigns
  • Dashboards
  • Task and Activity Tracking
  • Pipeline Management
  • Free 1 Hour On-Boarding Session
  • Locked in Price Forever
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Try Propeller CRM out today!

Free Trial

Propeller CRM does offer a free 14-day trial (no credit card required).

Free Trial: https://app.propellercrm.com/accounts/register/

 

Training and Support

  • Online Support
  • Support during Business Hours
  • Documentation Training
  • Webinars
  • Live Online Training
  • In Person Training

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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.

clients

 

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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