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.




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


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



  • 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


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


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:

Mobility and Security

Mobility and 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


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.




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 This helped the pair to better understand the realm of CRM technology and makes their new Kustomer CRM very promising.


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.


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


  • Custom Objects
  • Searches
  • Cross-Channel


    Cross-Channel Timeline

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


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


  • Reporting and Analytics


  • Integrations with Third-Party Apps

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

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


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:

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.


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.



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.

overview-uxi rm17001

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



This CRM also has great mobile access as well.

Android and iOS are both supported.



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.



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.


Free Trial

You can sign up for a 45 Day Free Trial of Marketing 360 CRM Software for Small to Medium Businesses here:

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:



Can’t Afford CRM Software Right Now? Try Zoho Free: Comprehensive Review

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Can’t Afford CRM Software Right Now? Try Zoho Free: Comprehensive Review

There is always that dilemma of starting a new small business but not having enough startup money to afford all of the bells and whistles. If your business is successful, you will eventually be able to purchase a subscription CRM Software that you need for your thriving business.

Realistically, when trying to get your feet off the ground, if you don’t always have the money right away, you’re going to have to find an alternative. This is where Zoho CRM comes in.


What is Zoho CRM?

Zoho CRM has been rated as one of the best Zoho CRM Softwares out there — the free version is a great choice for those among you who are seeking a cost-effective customer relationship management software that features the core, simple functions that your business needs.

As to what Zoho is, it is a customer management system that includes workflow automation, social collaboration, opportunity-to-sales tools, analytics, data, contact management, lead gathering and more.

It is recommended to try this software is you are new to the small business world and do not have the startup money to invest yet. If you have never used CRM software before, it is an especially good idea to test drive this kind of software to see if it is right for your business and a good investment for your future.

What Type of Business Zoho is Used For

It is recommended that this free Zoho CRM be used only for Small Businesses, as the features are simple (hence, why it is free). If you have a Medium to Large Enterprise, you will certainly need to invest in a subscription CRM Software service.


This free Zoho CRM is best suited for small businesses with typically, no more than 10 employees. This is a simple CRM solution software that is budget friendly — but that means giving up most of the pumped up features of subscription CRM services.

See some of our reviews below of great subscription CRM Software solutions:

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In conclusion, while this free software has more features than most other free options, it is not recommended for growing your business quickly. The capabilities are limited but still helpful for a small business to grow relationships with customers, start their business, and forecast the promise of their business.

Zoho CRM Features

The free version of Zoho CRM has limitations that subscription CRM solutions do not, but it is still quite impressive in comparison to other free CRM softwares. In fact, Zoho is packed with the necessary services that a small business needs.

Features of Zoho include the following:


The automation features of Zoho allows you to manage your workflow, sales opportunities, and contacts. You can automate tasks so that you can spend time selling your product(s) rather than doing repetitive and time-consuming tasks. Call logs are automated and calendars are automated, as well, which helps to save you time and become more productive as you get your small business off the ground.


Multi-User Capabilities

The multi-user interface of the free Zoho CRM means you can onboard up to 10 users for free. This is an impressive aspect of this software, since most free CRM software solutions make you pay after only a few users.

Social CRM

The integration of social media is easier than ever with Zoho. This CRM integrates with both Facebook and Twitter in order to automatically link contacts to your social media account. Social media integration allows you to save time while seeing updates with contacts, accessing the latest interactions that customers or potential customers have had with your social media account, and accomplish this all from your Zoho dashboard.


360 View

Zoho features what it calls “360 View,” which is also in its paid version. In this free Zoho, the CRM stores and displays information that you will need to make business decisions. For example, you can view your contacts, your sales cycles, sales pipelines, and more in order to increase your sales, identify trends, find new opportunities for sales, and take better care of your customers.


Mobile CRM

Mobility is everything when it comes to CRM Software. As one of the most important aspects of CRM technology, being able to access your information anywhere is of utmost importance to a small business owner.

Zoho features this mobility through the Zoho CRM Mobile App, which is available for both Android and iOS smartphones and tablets. You can even access in offline mode. You can view your customer data, contacts, leads, events, messages, calls, tasks, and more.

This is crucial to a small business owner that is busy and always on-the-go.

sheets_integration_blog_banner mobile-office

Third Party Integration

Another great aspect of the free Zoho CRM is that it can connect to a large range of third party services and applications in order to integrate your customer relationship management data with the rest of your operations.

For example, you can use Google applications such as Gmail, Google Calendar, and Google Tasks. Zoho will work seamlessly with these third party applications and even allow you to save your Gmail messages right into the CRM software, so you can keep your emails from your customers, potential customers, and contacts in one place rather than a separate account.

Zoho can allow you to export tasks and export events into their respective apps, as well, so it can work both ways.



Analytics is, of course, key to every business. With the free Zoho CRM software, you can track your business sales, measure your employee’s performance, see your business performance, and utilize a range of reporting capabilities.


Collaboration Tools

Collaboration tools are effective in businesses — especially social media. Along with the third party integration and Social CRM tools, you can use Zoho as a social media account for staff and collaboration in-house.

This tool includes an in-house news feed where you and employees can post updates, share files, and message others directly for a safe and effectively in-house communication and collaboration system.


The security of the free Zoho software includes controlling who can access the software, which users can do what, set individual user permissions, and create profiles for users. You can even assign control access, roles, and restrictions.


Zoho is better than most of the free CRM software available. With the range of options at your disposal as seen above, Zoho definitely ranks top on the list of available features and functions in a free CRM service.

You can also take advantage of Zoho’s customer service in this free edition. From blogs, webinars, tutorials, a searchable knowledge base, eBooks, user guides, social media support, and a help desk system, you can help yourself use Zoho to the fullest.

The business solutions offered in Zoho CRM means that as a user, you also have access to other productivity tools in the Zoho suite.

This includes:

  • Project Management app projects
  • Email Marketing campaigns
  • Collaboration tool meeting
  • Accounting software books

…and more.

Also, if you decide to upgrade your Zoho CRM in the future, you can easily integrate your data into a subscription Zoho package at any time, as well as integrate with any other Zoho product. This automatic syncing of your CRM data between products/solutions means less time spent manually transferring information and more time managing your business from a single platform.


As a free CRM software, Zoho will have its obvious limitations. While it is a good CRM software for small businesses, it is by no means perfect in terms of its functionality. Some may be deal breakers, but as a free service, you have to pick your battles.

Lack of Customization

You can do a lot with the integration tools in the free Zoho CRM, but you cannot do a lot of customization options with the software itself. If you need to tailor the software to the unique needs of your business (custom reports, additional modules, or unique functions) you will need to purchase the most expensive of Zoho plans, which costs about $35 per user / per month. In terms of CRM Software, this is actually a great deal per month, as Large Enterprises often pay over $200 per user / per month. So, consider that as your business grows.

Customer Service

As mentioned above, you can take advantage of a number of customer service options; unfortunately, most of them are self-learning tools, guides, and so on, rather than support with Zoho professionals. For example, this free Zoho CRM does not come with phone support. You can use the Twitter help desk, but that may not cut it if you have a real problem you can’t solve by trial and error or Google searches.


The Zoho help desk system included in the free service as been said to be extremely slow or even unresponsive at times. This is especially true after you submit multiple messages, so don’t plan on taking advantage of this tool as a sole source of support. Getting help from a representative may be more difficult than you initially thought.

Clunky Interface

Finally, the Zoho interface is functional for a small business, but again, as the free version, it is not as user friendly as the paid versions. It has been said to be “clunky” and somewhat less intuitive to use as other software.

The problem is it takes too many steps to perform a simple task, such as navigating through sections. However, despite the somewhat clunky interface, it is pretty easy to use. There is even an easy to read navigation bar at the bottom of the dashboard that features a tab for different functions such as: Accounts, Leads, Contacts, etc… You can also add new items in a single click and use the search bar to find content quickly.


Overall, the free version of Zoho CRM is pretty impressive compared to other options. For being a free service, it has a lot of features and allows you to have more users than expected. The features are impressive to. From collaboration tools, third party integration, social media tools, automation, analytics, mobility, and more, Zoho’s free CRM software is simple and appropriate for a new small business trying out CRM technology for the first time while getting on your feet.



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