Click here to close now.

Welcome!

Java Authors: Liz McMillan, Pat Romanski, Carmen Gonzalez, Elizabeth White, Kevin Benedict

Related Topics: Microservices Journal, Java, Linux

Microservices Journal: Blog Feed Post

Our B Review of Base CRM

A small business CRM worth looking at

We review small business CRM software all the time. Sometimes we find great systems. Sometimes not.

More typically, we find systems like Base CRM, a well designed and promising system that’s almost there (but not quite). Read on for our full review.

The Quick and Dirty Verdict

Base is a web-based CRM built by Future Simple, a venture-backed, Chicago based software company. As small business CRMs go, Base is pretty damn good: it’s easy to use, includes some neat features (client spaces!), and boasts an awesome mobile app. Unfortunately, the expensive pricing scheme, lack of calendaring, and limited integrations are all serious drawbacks. We’re giving it an 85/100, a respectable “B” on our grading scale. Read on for details…

Functionality = 28/30

Base’s feature list is quite good. Standout features include email integration (you can send and track emails from within your contact database), helpful premade reports, a straightforward permissions system, and an excellent mobile interface (one of the best we’ve seen, actually). Contact-related “activities” are limited to notes, deals, and tasks, which we like: no superfluous stuff here, folks. There’s also a unique “client spaces” feature which lets you share deal information with clients. We’re not sure how helpful this actually is – do prospects actually login to such things? – but it’s pretty interesting.

We’ve knocked a few points because the search functions aren’t great (don’t use Base if you have a huge, complex contact database), and because, more importantly, the calendaring sucks. Because activities are limited to tasks, there’s no quick way to block time out on your calendar for things like, oh, meetings. If you use Gcal, you can add the task, then click through and modify it in Google, which works as a workaround. Still…

Usability = 18/20 points

Base definitely takes a “less is more” approach to design (a relief to anyone accustomed to traditional CRMs). Navigation is generally intuitive and easily understood, though loading times weren’t great in our New York offices. Compared to much of the competition, Base’s usability is a big plus: you won’t have trouble training older reps on this.

Our deductions mostly have to do with the occasional design blip (see screenshots). Base is a young product – less than 3 years old – so these things are expected, but they leave the product with an unfinished feel. Mission critical software needs attention to detail – lots of it.

Security = 20/20 points

As far as we can tell, Base hasn’t suffered any security breaches, and the permissions system ensures admins have control over users. Base is hosted on Amazon’s EC2 servers, use SSL encryption, and automatically provides hourly backups. Standard (and secure).

Integrations = 5/10

One of Base’s main drawbacks is a lack of helpful integrations. Yes, there’s a decent Google integration, and there’s an excellent Dropbox integration, but users are otherwise left hanging. In an era where software is increasingly specialized, that’s not very cool. Without integrations, small business CRM, invoicing, accounting, marketing, and helpdesk tools (et al) become data silos (and cease being helpful). In our view, centralizing everything around the client – the person who makes you money – is one of the main functions of CRM, and Base disappoints.

A well documented API and the great Dropbox integration help out, but we’re still unhappy.

Price = 5/10

We’re also unhappy with Base’s pricing structure. There’s a free version, which is great for freelancers, but just about everyone else will want the $45/user/mo plan. That’s right, $45/user/mo, without which you lose sales forecasting and task automation. Now, we don’t know about you, but sales forecasting (how much upcoming revenue can we expect, given our current deals?) and task automation (pre saved sets of tasks, and triggered tasks) seem like pretty basic stuff. Most CRMs worth their salt offer those features at all price points – they’re some of the main reasons business owners want CRMs in the first place!

$45/user/mo is way too expensive for a small business CRM. 10 users would cost $5,400 a year – that’s nearly 4 times the annual cost of comparable products. No thank you.

Support = 9/10

Base has a vibrant user forum, which is a good sign, and a customer service request was promptly answered. No problems here – it’s clear they take support seriously, which we like.

We’ve knocked a single point because their partner program requires partners to become affiliates who have sold Base to 10 companies. Our dislike for affiliate programs is well documented, so we’ll leave it at that.

Conclusions

We like Base CRM – it’s a well designed, fully featured tool that many small businesses might find indispensable. We just don’t think it’s as good as it could (or should) be – limited calendaring, poor integrations, and a crazy pricing scheme make it something we’ll watch but not recommend.

VM Associates is a New York City based cloud computing consulting firm. We help companies transition into newer, better, smarter software. Contact us to talk about your business, the cloud, and how we might help.

Read the original blog entry...

More Stories By Chris Bliss

Chris Bliss works at VM Associates, an end-user consultancy for businesses looking to move to the cloud from pre-existing legacy systems.

Comments (0)

Share your thoughts on this story.

Add your comment
You must be signed in to add a comment. Sign-in | Register

In accordance with our Comment Policy, we encourage comments that are on topic, relevant and to-the-point. We will remove comments that include profanity, personal attacks, racial slurs, threats of violence, or other inappropriate material that violates our Terms and Conditions, and will block users who make repeated violations. We ask all readers to expect diversity of opinion and to treat one another with dignity and respect.


@ThingsExpo Stories
SYS-CON Events announced today that Cisco, the worldwide leader in IT that transforms how people connect, communicate and collaborate, has been named “Gold Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Cisco makes amazing things happen by connecting the unconnected. Cisco has shaped the future of the Internet by becoming the worldwide leader in transforming how people connect, communicate and collaborate. Cisco and our partners are building the platform for the Internet of Everything by connecting the...
SYS-CON Events announced today that Liaison Technologies, a leading provider of data management and integration cloud services and solutions, has been named "Silver Sponsor" of SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York, NY. Liaison Technologies is a recognized market leader in providing cloud-enabled data integration and data management solutions to break down complex information barriers, enabling enterprises to make smarter decisions, faster.
The best mobile applications are augmented by dedicated servers, the Internet and Cloud services. Mobile developers should focus on one thing: writing the next socially disruptive viral app. Thanks to the cloud, they can focus on the overall solution, not the underlying plumbing. From iOS to Android and Windows, developers can leverage cloud services to create a common cross-platform backend to persist user settings, app data, broadcast notifications, run jobs, etc. This session provides a high level technical overview of many cloud services available to mobile app developers, includi...
Recent technology advances in miniaturization has positioned the wearables as the pinnacle of technology convergence with the human body. We inquire if wearables are mere standard miniaturized devices extended with the connectivity and present our views on considerations like design, applications, performance, efficiency, interoperability, usage scenarios, human device interaction and consequent trade-offs enabling wearables to impart optimal value.
WebRTC Summit has announced today that Peter Dunkley has been named summit chair of WebRTC Summit 2015 New York. The 4th International WebRTC Summit will take place on June 9-11, 2015, at the Javits Center in Manhattan, New York. @ThingsExpo anticipates 90% of WebRTC companies & developers will monetize their products & services through IoT by 2016. Peter Dunkley is Technical Director at Acision. He graduated from The University of Edinburgh in 2000 with a BSc (Hons) in Computer Science. After graduation Peter worked on a PSTN switch developing signalling stacks for SS7, ISDN and simi...
In this session we look at creating interactive communications via the web by adding messaging, file transfer, and group communication (group chat and audio/video conferencing) into the web experience. We will also discuss potential applications of this technology in areas including B2B, B2C, P2P, and gaming. Peter is Technical Director at Acision. He graduated from The University of Edinburgh in 2000 with a BSc (Hons) in Computer Science. After graduation Peter worked on a PSTN switch developing signalling stacks for SS7, ISDN and similar protocols and creating advanced routing and serv...
SYS-CON Events announced today that Windstream, a leading provider of advanced network and cloud communications, has been named “Silver Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9–11, 2015, at the Javits Center in New York, NY. Windstream (Nasdaq: WIN), a FORTUNE 500 and S&P 500 company, is a leading provider of advanced network communications, including cloud computing and managed services, to businesses nationwide. The company also offers broadband, phone and digital TV services to consumers primarily in rural areas.
SYS-CON Events announced today that kintone has been named “Bronze Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY, and the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. kintone promotes cloud-based workgroup productivity, transparency and profitability with a seamless collaboration space, build your own business application (BYOA) platform, and workflow automation system.
Participants will reach the final if their IoT solution is liked. A community vote will determine the best solutions submitted in each country, after which an expert jury will select the national winners and the best international IoT solution. Each country's best solution can win a national marketing campaign worth up to €30,000 and become a partner in Deutsche Telekom's participating markets. The winning international solution can become partner of Deutsche Telekom Group across all eight countries and reach out to a potential of 10,8 million business customers. Deutsche Telekom Group has a...
SYS-CON Events announced today that ProfitBricks, the provider of painless cloud infrastructure, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY., and the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. ProfitBricks is the IaaS provider that offers a painless cloud experience for all IT users, with no learning curve. ProfitBricks boasts flexible cloud servers and networking, an integrated Data Center Designer tool f...
SYS-CON Events announced today that Dyn, the worldwide leader in Internet Performance, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Dyn is a cloud-based Internet Performance company. Dyn helps companies monitor, control, and optimize online infrastructure for an exceptional end-user experience. Through a world-class network and unrivaled, objective intelligence into Internet conditions, Dyn ensures traffic gets delivered faster, safer, and more reliably than ever.
SYS-CON Events announced today that Open Data Centers (ODC), a carrier-neutral colocation provider, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place June 9-11, 2015, at the Javits Center in New York City, NY. Open Data Centers is a carrier-neutral data center operator in New Jersey and New York City offering alternative connectivity options for carriers, service providers and enterprise customers.
The WebRTC Summit 2015 New York, to be held June 9-11, 2015, at the Javits Center in New York, NY, announces that its Call for Papers is open. Topics include all aspects of improving IT delivery by eliminating waste through automated business models leveraging cloud technologies. WebRTC Summit is co-located with 16th International Cloud Expo, @ThingsExpo, Big Data Expo, and DevOps Summit.
SYS-CON Events announced today that Vitria Technology, Inc. will exhibit at SYS-CON’s @ThingsExpo, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Vitria will showcase the company’s new IoT Analytics Platform through live demonstrations at booth #330. Vitria’s IoT Analytics Platform, fully integrated and powered by an operational intelligence engine, enables customers to rapidly build and operationalize advanced analytics to deliver timely business outcomes for use cases across the industrial, enterprise, and consumer segments.
SYS-CON Events announced today that Alert Logic, the leading provider of Security-as-a-Service solutions for the cloud, has been named “Bronze Sponsor” of SYS-CON's 16th International Cloud Expo® and DevOps Summit 2015 New York, which will take place June 9-11, 2015, at the Javits Center in New York City, NY, and the 17th International Cloud Expo® and DevOps Summit 2015 Silicon Valley, which will take place November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA.
SYS-CON Events announced today that Akana, formerly SOA Software, has been named “Bronze Sponsor” of SYS-CON's 16th International Cloud Expo® New York, which will take place June 9-11, 2015, at the Javits Center in New York City, NY. Akana’s comprehensive suite of API Management, API Security, Integrated SOA Governance, and Cloud Integration solutions helps businesses accelerate digital transformation by securely extending their reach across multiple channels – mobile, cloud and Internet of Things. Akana enables enterprises to share data as APIs, connect and integrate applications, drive part...
BroadSoft on Tuesday announced that it is a recipient of the 2014 Frost & Sullivan Market Leadership Award in the Hosted/Cloud Internet Protocol (IP) Telephony market for Latin America. According to Frost & Sullivan market research, the Latin America (LATAM) hosted/cloud Internet Protocol (IP) telephony market, including integrated unified communications and collaboration (UC&C) applications, is currently experiencing a rapid growth trajectory and is expected to exhibit a tenfold rise in annual revenues in the 2013-2020 period. With more than 600 cloud deployments internationally, BroadSoft w...
SYS-CON Events announced today that CommVault has been named “Bronze Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY, and the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. A singular vision – a belief in a better way to address current and future data management needs – guides CommVault in the development of Singular Information Management® solutions for high-performance data protection, universal availability and sim...
Temasys has announced senior management additions to its team. Joining are David Holloway as Vice President of Commercial and Nadine Yap as Vice President of Product. Over the past 12 months Temasys has doubled in size as it adds new customers and expands the development of its Skylink platform. Skylink leads the charge to move WebRTC, traditionally seen as a desktop, browser based technology, to become a ubiquitous web communications technology on web and mobile, as well as Internet of Things compatible devices.
SYS-CON Events announced today that SafeLogic has been named “Bag Sponsor” of SYS-CON's 16th International Cloud Expo® New York, which will take place June 9-11, 2015, at the Javits Center in New York City, NY. SafeLogic provides security products for applications in mobile and server/appliance environments. SafeLogic’s flagship product CryptoComply is a FIPS 140-2 validated cryptographic engine designed to secure data on servers, workstations, appliances, mobile devices, and in the Cloud.