Base Ideas

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  1. Ability to tick deals in a smart list and it gives you the total of selected deals

    When you have created a smart list for deals with various filters it gives a total at the bottom of those deals. However, when discussing deals it would be helpful to be able to tick a selection of them to see what the value of just those deals would be.

    14 votes
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      0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
    • Contact Smart List

      I would like to be able to view the contacts associated with deals. This seems like obvious functionality.

      2 votes
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        1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
      • Show lead and lead activity on company record

        It would be so helpful to be able to go to a company page and see all the contacts AND leads and the associated activity on the same page. We often have people who fill out a form on our website which means that they automatically become a lead even though they are already a current client or active prospect. This then creates a duplicate record for the person (since they were already a contact) and then the activity on the lead doesn't even show up on the company record so you might not even realize that this duplication is…

        9 votes
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          1 comment  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
        • A 'person' hierarchy structure to manage variations of multiple companies/deals and to facilitate GDPR reporting

          Being able to manage company and deal variations linked to a unique contact (i.c. for persons)
          Currently we have created 'duplicated person' accounts to manage deals where a person was involved when working for company A. The person moved on to another job at company B and (s)he was again involved in a new deal for company B. So, a unique person has 2 email addresses which are linked to different companies and. as a result, different deals.

          Also, from a GDPR perspective being able to answering gdpr requests by pulling reports from unique contact ID/Name with all its variants…

          4 votes
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            0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          • calendar dates

            Automated Actions: deadlines are calendar days NOT working days. FIX this, please. AND/OR at least let the company determine working days vs calendar days.

            18 votes
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              0 comments  ·  Automated Actions  ·  Flag idea as inappropriate…  ·  Admin →
            • tag people @

              ability to tag people from your organisation within a note...

              ie @viv I have called Simon, wants to wait until EOFY

              1 vote
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                0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
              • iPad app should be able to attach documents using 'Files' app

                Currently you can only attach documents to emails using the devices camera or repository - You should be able to locate and upload documents from the iOS Files app

                3 votes
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                  0 comments  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
                • Text messages forwarding to Iphone

                  It would be great if we could get notifications of text messages even if we are not currently in the app for the iphone. Right now you can only get text messages when you are inside the base app?

                  3 votes
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                    0 comments  ·  Text Messaging  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add a general notepad

                    Add a general visual notepad, that you can take notes on. I'm constantly jumping between apps to read my general day to day notes.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • DUDAS

                      ESTIMADOS AMIGOS .
                      TENGO LA SIGUIENTES DUDAS

                      SI YO CAMBIO A UN PLAN CON COSTO , Y DESPUES DE CIERTO TIEMPO DESEO ABANDONARLO , ¿ COMO PUEDO SALVAR MI INFORMACION Y EN QUE FORMATO ?.

                      GRACIAS

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Show Company Name as part of the Lead within Tasks

                        when I look at my tasks, it would be helpful to know the company name of each lead so that I can edit/prioritize my tasks accordingly. Names alone are not helpful at all unless I recognize them from a recent call, reply etc.

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Address Links to Propelio (Real Estate Agent Use)

                          When you enter the address on the contact or lead card, it link to the property details in propelio. Propelio is where we run CMA on properties. It gives us the specs.

                          1 vote
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                            0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                          • Using Bahamas Mobile Number

                            Im a client living in the Bahamas. It would've been great if I was able to use a Base Number that my clients in the Bahamas can call without oversees charges.

                            Can this be done? I can seek approval from local telecommunication regulations to provide access to local numbers if necessary.

                            1 vote
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                              0 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
                            • Automation features

                              Example: A trigger on our marketing tool sends the new lead to Base via Zapier or directly. I would like an automation as follows:
                              If a new lead is received from "marketing integration" and the field X = Y then assign lead to Rep Z. If field X does not = Y the assign to Rep A. and so on.
                              I think automation is very limited as it is.

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • RED TAG for no mail (GDPR)

                                Make it posible for us to see if a contact can be contacted or not by bulkmail
                                GDPR

                                0 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Intercom app integration?

                                    Intercom just opened up it's platform and for Inbounds I currently have to check Intercom daily and then copy over info to Base CRM. Would love to have an automated process here.

                                    1 vote
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                                      0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Specific Date and Time in Automated Actions

                                      Hi all,

                                      I have a trial subscription and am really liking Base CRM. There is a feature that I think is crucial and is currently missing.

                                      When creating tasks in automated actions, you can not choose a specific date (e.g 30/06/2018 at 1:00pm). I find this very frustrating as my service business needs to contact certain clients on specific days of the year.

                                      Would you be able to add this feature?

                                      I am happy to pay if it would mean we can add this feature.

                                      Thanks in advance.

                                      Ben Wieland.

                                      3 votes
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                                        0 comments  ·  Automated Actions  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Bug?

                                        I can't edit lead. Can you fix it?

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • WhatsApp, Messenger and LinkedIn Messages Integration

                                          It will be awesome to have access to the chats we have with our clients within Base. So much information pertaining to customers and prospects is fragmented by switching to other channels that the only way to keep up is by adding notes which increases the reps workload.

                                          1 vote
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                                            0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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