Base Ideas

Help us make Base better. Share your thoughts, ideas, and feature requests with us.

How can we improve Base?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. web form

    I would like to be able to customize forms from within Base CRM - prhaps just show us the right HTML.

    I would like to be able to add tags or custom fields to my online forms - as hidden fields - so that I can tell where leads came from and also add contacts to mailchimp lists based on those criteria (using Zapier or from within Base).

    I suggest these would be easy if we can edit the form's html....

    163 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      14 comments  ·  Web Form  ·  Flag idea as inappropriate…  ·  Admin →

      Hello everyone!

      Thanks for the feedback here, we really appreciate it! While users aren’t able to customize their lead capture form within Base there are two ways of doing so via alternate means, which I’ll outline for you below.

      1.If Base Lead Capture Form is not enough for you then creating custom lead capture forms using Wufoo forms can be a way to go. We understand users may want to customize things even further and as such we offer integration with Wufoo forms and this can readily be overlaid on your Base account.

      2. It is also possible to create a Lead Capture Form using our API, which can be accessed here and allows for complete customization.

      Please reach out to support@getbase.com if you’d like more information!

      Best,
      Jo-Anne

    • Ability to export a subset of the database based on search results

      Rather than exporting the entire database, I'd like to export only those records that are selected by a particular search.

      160 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        36 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
        completed  ·  Rafal Ociepa responded

        Hi all,

        Thanks for your support!
        I’m happy to say that you can export your custom smart lists for leads and deals, with contacts coming soon.

        Thank you for your feedback!

      • Goals & Targets

        I would love to be able to set quarterly and annual goals for users (therefore creating team quarterly and company goals) and then be able to get information about either how someone is tracking by quarter/year and/or the team in total.

        159 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          8 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
          completed  ·  Rafal Ociepa responded

          Hi,
          Goals are now available under our Mega plan. Thanks for your support for this idea.

        • Google Drive support

          So now that Google just released Google Drive, would it make sense integrate it into Base?

          157 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            completed  ·  16 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
          • Map out contacts in Google Maps

            It would be cool to have the ability to map out different contacts on Google Maps. For example select 5 contacts on the contact list, click "send to map" and then see each contact plotted on a Google Map.

            It would also be nice to set a location and see which of your contacts are close to your current location.

            141 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              16 comments  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
              completed  ·  Rafal Ociepa responded

              Hi,

              In the web version of Base, clicking on the address will show the lead’s/contact’s location in Google Maps.
              In our mobile apps, you can use our advanced geolocation mapping and filtering (including by distance).
              To maintain clarity in the board, I created a separate idea for mapping multiple contacts on the web (http://glurl.co/dmI) – we’d love to see your support there, too.

              Thanks for the feedback!

            • Change owner of a contact

              Ability to change the owner of a contact

              135 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                17 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • Office365 Integration for Email, Contacts and Calendar

                With over 2 Million subscribers to Office365.com's email, contact and calendaring capability, this should rise up on your priority list. Integration with Outlook is fine, but only works on a PC, so integrating contacts with O365 would remove dependence on a PC. Live your Post-PC era CRM message!

                128 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  completed  ·  12 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                • I wish Graphs/Reports were clickable

                  I wish I could click on the graphs in reports. I feel like I should be able to click on the numbers and it should pull up list of jobs. We are just starting with Base, but I know this will be HUGE when we start to get a lot of job and we want to be able to see what's out there in our pipeline and where. Those numbers on the graphs just tease me to click on them cause I know a graph of statistics where can drill down to see who is part of that statistic or…

                  116 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                  • More permission options. More roles then just admin or user

                    Permission options to allow 'users' to see all other deals/contacts/clients would be good - making everyone an 'admin' isn't feasible for us

                    114 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      12 comments  ·  Setup  ·  Flag idea as inappropriate…  ·  Admin →
                    • Ability to mentions collaborator inside the deal's notes

                      It is common to ask collaborator for updates or questions about the sales, but sometimes the collaborator doest'n see the question on the deals note. It would be great to mention other users in other to follow the sales through the pipeline.

                      112 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        6 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
                      • Can we have a set of tasks that automatically gets added to every deal?

                        We have several stages to our sales process and many of those stages require emails to be sent, or phone calls to be made. (We always email testimonials to every new lead, we always confirm each meeting, we always review the website before our face-to-face meeting).

                        It would be really great if we didn't have to add the same ol' tasks manually for every new deal.

                        Thank you. This is a great product.

                        103 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          4 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                          completed  ·  Szymon responded

                          You can create Automated Actions to streamline your workflow in Base. Are their tasks you would like to create every time you add a contact? Do you want to assign new tasks to your team when a deal moves stages? With Automated Actions this is possible. Please remember Automated Actions is a premium feature

                        • Integration with MailChimp

                          Create integration with MailChimp API so users can see mailing lists that each contact belongs to.

                          This would help to monitor what messages are being sent to whom and prevent email overload for potential and existing clients.

                          97 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                          • Multiple personal email addresses

                            In my industry (film & TV) people often both have company and personal email addresses they use since employment often is very temporary. I'd like to be able to register more than one email address so if I forward an email into Base, it recognize more than one address.

                            95 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              18 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                              completed  ·  Rafal Ociepa responded

                              Hi,
                              I’m happy to let you know that you can add your contacts’ additional email addresses as custom fields, and email to and from those addresses, including forwarding.

                              Thanks for your feedback, and for contributing to make Base better still!

                              All the best,

                            • Forward emails to Base using Google Apps

                              Send an email straight into Base from Google by clicking a button "add message to deal" in the Google App

                              90 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

                                Today we released an update for the Base Google App. It now includes a button that forwards emails to your Base account. You can learn more about this update here: https://getbase.com/blog/base-for-google-apps-update

                                I’d like to thank everyone who took the time to vote and provide feedback for this feature. I hope you enjoy the new Google App. Please do not forget to rate the app if you find it helpful.

                                Thanks,
                                Josh

                              • More options for contact sorting

                                Sort by location, last contacted.

                                87 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  13 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Spreadsheet view of database for Admins

                                  I find there are times when I'd like to be able to do bulk editing on the database. This is easiest to do in spreadsheet view with filtering, sorting, etc...The only way to do this is to export, make the adjustments, then re-import. The problem is re-importing creates contact duplicates. You can merge of course, but then it screws with the custom Tags I've created. Exporting, creates CSV files for your database. It would be great to access a pseudo "CSV view" (perhaps for Admins only) to be able to make bulk changes to contacts easily.

                                  87 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    8 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →

                                    This functionality is now avaliable with our Smart Lists functionality. With regards to batch editing this is something we are looking to introduce in the coming months and this request currently exists on an alternate UserVoice post.

                                    If you do have any questions, please feel free to reach out to support@getbase.com.

                                    Regards,

                                    Base Support

                                  • Merging contacts

                                    When importing from different sources I find I have multiple entries for the same contacts. I would like to have a possibility to merge contacts in Base

                                    84 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      completed  ·  14 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Multiple Currencies

                                      We have deals in several different currencies - it would be great to be able to set the currency per deal - and then have it converted to master currency in reports, overview etc.

                                      83 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        13 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
                                        completed  ·  Rafal Ociepa responded

                                        Hi,

                                        You can now select currencies on a per-deal basis.

                                        You can find a detailed description in our knowledge base (http://glurl.co/d2V).

                                        Thanks for your feedback and support, it’s really valuable to us!

                                      • Add Product/Service Field

                                        Hi,

                                        We need to have some sorts of fields that you can already introduce the product or service we are selling and the price so that we can obtain deal values faster. Thanks and we are having a good time using base

                                        83 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          7 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Enable non-branded IMAP email accounts, instead of Google, iCloud, etc

                                          Please allow us to use our own email systems, rather than a specifically branded email account (such as Google, iCloud, etc). I use my own IMAP server (actually, Rackspace Webmail) and would like to integrate it into Base. Many thanks!

                                          82 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            completed  ·  11 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                          • Don't see your idea?

                                          Feedback and Knowledge Base