Base Ideas

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  1. Schedule repetitive tasks

    Being able to schedule tasks on a regular repetition schedule (like calling people once a month)

    1,175 votes
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      53 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
    • Monthly Recurring Revenue vs. Non Recurring Revenue

      Would be great if you could classify sales revenue as recurring or non-recurring revenue.

      975 votes
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        88 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →

        We’re happy to say that recurring revenue is coming to Base!

        We’ve listened to your feedback and taken the suggestions on board for this functionality and are scheduled to begin work on recurring revenue in the coming weeks.

        Naturally we’ll let you know once this is underway and will keep you updated throughout the process.

        Regards,

        Base Support

      • Send Emails From Different Email Addresses in Base

        The ability to switch between different email addresses when you send an email from Base.

        776 votes
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          110 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
        • Scheduled email sending

          In addition to being able to send an email right now, one could set a date and time when it should be sent. This allows for multiple use cases:
          - hide the actual time I wrote it (i.e. Mon 3:05am) since it looks better as 8:30am :)
          - emphasize the effect by trying to hit a certain time (i.e. when the person comes to office, after lunch, ...)
          - allow making a 'template' (i.e. scheduling without delivery date); so I can draft the email and finish later

          There should be a list of pending emails, and ability to go and…

          670 votes
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            36 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
          • True 2-way sync with Google Contacts

            Currently when you add a contact in Base, it syncs to Google Contacts, but then subsequently will NOT sync future changes to Google Contacts. Any edits to the contact need to be made in Google for them to appear in Base.

            I propose that a true 2-way sync would be implemented, where the user could choose which app would "win" in case of a conflict, i.e. "Google wins" or "Base wins".

            636 votes
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              37 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

              Hello everyone! Thanks for all of your feedback. A two-way sync with Google Contacts is very much currently under consideration, but just to give you a heads up, this is not something that will be happening in the near future. Stay tuned here for further updates – we’ll let you know as soon as something’s in the works!

            • Allow us to assign or add a person to multiple companies.

              It would be very helpful for our business to have the ability to assign person(s) to more than one company. I work with several people that work for multiple companies. I only want to add them into Base once, but have the ability to assign them to multiple companies that they are representing.

              544 votes
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                41 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • Exclude filter

                A filter that brings up contacts and EXCLUDES the contacts you do not want (either by the owner or by tag or both).

                This would assist greatly in setting up new consultant accounts and allocating contacts to consultants making sure that existing consultants did not lose their contacts in the process.

                422 votes
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                  39 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →

                  Great feedback! We recently added an option for Any/All selection with Tags, and we’re taking a look into adding an Exclude filter as well. More information to come when we have it!

                • Ability to export reports in PDF

                  Ability to export the reports to PDF, and do a PDF "status report" with a dashboard of deal pipeline, won/lost deals, and decomposition by deal source.

                  405 votes
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                    25 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

                    Hello All!

                    Thanks for the feedback here, we really appreciate it! I just wanted to get you guys a quick update here. Unfortunately, this isn’t a feature we’ll be releasing at the moment. If you’d like to print these reports, you can also use the print function in the browser that you’re using.

                    Also, we’ve released the Smart Lists feature that allows you to print after putting together a dashboard of items you’d like to see. Reach out to us at support@getbase.com if you’d like to learn more!

                    Best,
                    Jo-Anne

                  • Social Media Profiles of contact

                    for each contact, the system should get social media profiles and update the contact card automatically like Nimble

                    362 votes
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                      20 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • HTML Signature

                      I would like to be able to use HTML email signature

                      328 votes
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                        under review  ·  34 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                      • Function to add comments/notes to tasks

                        The ability to add comments to tasks could help build a more useful history. The progress made towards each task could then be recorded in a relevant and easy to find place.

                        For example, I may have a 'task' to work with a supplier to develop a business case for a client as one element of a 'deal', setting the task up and then being able to record progress would be very useful.

                        321 votes
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                          26 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                        • Smart list bulk edit

                          Bulk edit on smart lists. Smart lists are great to sort, filter and show information not visible in regular list view (f.i tags). But bulk edit (like manage tags) has to be done one by one.

                          306 votes
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                            47 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                          • 291 votes
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                              planned  ·  40 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                            • LEADS DUPLICATE CHECK

                              A function in settings that allows all leads duplicates to be viewed with basic info and an option to delete or merge.

                              like this:
                              [merge button]

                              JOHN SMITH 0400 111 222 [delete button] [check box]
                              JOHN SMITH 0400 111 333 [delete button] [check box]
                              JOHN SMITH 0400 111 333 [delete button] [check box]

                              Possibly a contacts duplicates suggestion as well, just incase a lead has been converted already.

                              273 votes
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                                20 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →

                                Duplicates can definitely be a pain. We’re currently looking into creating a de-duplication tool for Base that will cover Leads and Contacts. More information to come.

                              • Support for Commission Based Sales Pipelines as % of Total Sales

                                Field: Commercial Real Estate

                                I would like to be able to track total sales/leasing volume AND my commission volume. As it stands, I have to choose one or the other as the "Deal Value." In an ideal implementation the user would set the transaction value first, and then either the commission amount and or the percentage next, and the third variable would calculate automatically. The dashboard would show both sales and commission volume and the same would be reflected in the reporting.

                                This applies to many field based sales roles beyond commercial real estate, as well.

                                271 votes
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                                  5 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • One view of the customer - 2 way Sync Base, Xero, Google, MailChimp

                                  I'd really like the commitment for Base to be my single view of our customers from all integration partners.

                                  This means a 2 way sync - between all integration 3rd party apps.

                                  So this means syncing, companies, contacts, payments, invoices, bills, activities tasks emails, opens, clicks etc

                                  I know that this is a big ask, but this would be the most important issue to master as we grow out our customer database. Using these tools & as more tools are brought into the ecosystem e.g. Marketing automating tools

                                  237 votes
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                                    6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Have The Ability To Make Fields Mandatory

                                    Both built in and custom fields should have the ability to be set as mandatory - meaning the record can't be saved without it being completed.

                                    204 votes
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                                      11 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Mail Merge to create printed letters to customers

                                      If I type a template letter and wish to merge it with say 500
                                      customer/contact details.Then print the letters and mail them.

                                      181 votes
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                                        23 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Sync appointments to outlook calendar

                                        Is it possible to add functionality to the outlook add in so that appointments (and perhaps also tasks) are synced with outlook from Base? (Along the lines of the salesforce outlook add in but which actually works...) We use exchange not google mail (we need higher levels of email security) and have no way of syncing between the 2 calendars, which is a major problem in scheduling meetings.

                                        Thanks

                                        179 votes
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                                          11 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →

                                          Thanks for your feedback! I’m happy to say that we’ve started work on an integration with Office 365’s calendar system, and we’re hoping to roll this out Q3 of this year. We’ll keep you posted!

                                        • Email Automation

                                          Email automation for everything. Set it and forget it automation for followups, reminders anything. You cant remember everything and it would be great to have this feature made a top priority.

                                          174 votes
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                                            13 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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