Base Ideas

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  1. Provide managers visibility into Contact email history

    As a manager, I want to be able to review every activity my salesperson has had with a Contact. I can review the communication with wins and losses to try and general trends. I can review the skill level of salespeople to determine what types of training would make them more effective. If an employee is losing deals because he or she isn't treating the Customer with respect (you may know what I mean), I can catch and address the behavior. More importantly, the fact that I *can* see the emails encourages employees to follow company policies even if I…

    82 votes
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      10 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
    • Add BCC address for Leads

      Would be great if Base had a BCC address for Leads. We're currently using ToutApp and need our emails to be saved under Leads, not Contacts. We believe this would be extremely helpful, especially as the email clients supported by Base are very limited. We would be willing to pay extra for this feature.

      76 votes
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        4 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →

        Hello everyone!

        Thanks for your feedback, we really appreciate it! BCC addresses are currently avaliable for Leads as well as Contacts and users are able to use their Contact BCC email address to add correspondence Leads to Base.

        Please note that BCC’d emails will not convert to the Contact or Deal when the Lead is converted.

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

        Regards,

        Base Support

      • Associate Percent Likelihood of Closing with Deal Stages

        Then the pipleline value report can be more accurate of what you're likely to actually close.

        74 votes
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          8 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
          completed  ·  Szymon responded

          Hello,

          Few days ago we have introduced pur new Forecasting feature. You can now specify estimated closing date and percent likelihood of closing deal. You can read more about this new, great feature here http://goo.gl/7hvOn

          Regards,
          Base CRM Team

        • Calender + additional contact field

          please add a calender function where once can see all tasks associated with all (or some select) deals.

          Please make additional contact field for 'notes' and other, this would alow business specific information, or important updates/notes to be associated with contact list

          Great application, thanks for building it,
          Esya

          73 votes
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            completed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
          • Change the date of a deal for more accurate reports

            Being able to change the date of a deal so that it is counted during the correct period when a report is generated.

            72 votes
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              8 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
              completed  ·  Rafal Ociepa responded

              Hi all,
              That’s correct, the date a deal was moved to a stage (and this includes Won) is now editable, both manually in a deal’s page, and in bulk, through deal importing.
              You can find it under the label “Moved to stage date.”

              Thanks for your feedback and support!

            • Integrate with WuFoo

              It would be great if you could integrate your form into WuFoo.com We use them now to write to Highrise BUT I want to bounce to you all.

              71 votes
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                completed  ·  16 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
              • Custom fields - custom order

                Allow users to re-organize custom fields.
                We have over 30+ custom fields which were created in the order of our old
                database but do not reflect an intuitive user experience within the BASE
                layout.

                It would be great if the custom fields could be:

                - alphabetized, or
                - sorted / re-ordered after creation

                69 votes
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                  7 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                  completed  ·  Rafal Ociepa responded

                  Hi,
                  We’ve added a reorder functionality to the custom fields, including through drag & drop.
                  You can check it out in your account’s settings.
                  Thanks for your feedback!
                  Best,
                  Raf

                • Include attachments in emails

                  I'd like for the emails I BCC to my dropbox to include the attachments. I often send an SOW or proposal doc to a prospect/client and I'd like to be able to reference that in the contact info.

                  67 votes
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                    completed  ·  2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                  • Tracking Leads (Contacts) the same way we track Deals.

                    For instance, tracking a Contract through "Awareness", "Interest", "Engagement" to a Deal. Once a Deal has begun they move to "Qualified" and onwards.

                    Ultimately, we'd like to begin reporting on leads as they bounce through our nurturing and outreach campaigns.

                    Would this sort of detail on Lead tracking be possible?

                    63 votes
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                      1 comment  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
                    • Populate Opportunities with Products (not just a $ amount with some notes)

                      I really love your brand and company culture. IMO you guys are positioned to be the very best CRM. The ONLY thing holding me back from signing up our organization for a paid subscription is the ability to create a Products list (with prices and SKUs) to be used to populate the Opportunities tab. Please consider bringing this feature to market.

                      63 votes
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                        6 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                      • Sync with Google Contacts

                        Some sort of ability to sync my Google Apps contacts with my Base contacts (i.e. something more dynamic than an import). That way, I can change some information (such as a phone number) in Google Apps, and it will automagically be updated in Base.

                        At a later stage, two-way sync might also be useful.

                        62 votes
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                          2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          completed  ·  Szymon responded

                          Hello

                          The two way sync with Google Contacts has been released. I hope that it will help you in managing your contacts.

                          Regards
                          Base CRM Team

                        • Activity Reports

                          My sales cycle does't match Bases layout exactly, the biggest metrics that I need to track is Activities & Number of referrals.

                          We sell medical examinations and are evaluated on how many exams are referred each day, and how much activity the sales person did to produce those referrals.

                          60 votes
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                            10 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                          • Associate Contact note with deal

                            Need Ability to have a note created with contact associate with and deal and appear in deal. Currently you have to duplicate the note if you want to see every interaction with everyone involved under the deal.

                            54 votes
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                              4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • Tag users in notes

                              As you can tag your friends on Facebook by typing @joebloggs - this would be very useful in Base to draw specific colleagues attention to a note or task

                              54 votes
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                                2 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
                              • Enter decimal values on deal values

                                Let's say we have deal that costs 3.032,50 . Amazingly, if we type this on Deal value, or if we type: 3,032.50 (American way), we get 30,032 ! I mean, shouldn't we place cents there? I believe we should.

                                53 votes
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                                  9 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • View email history on the iOS Apps

                                  The ability to see emails you have added to Base via the BCC dropbox or the full email integration.

                                  53 votes
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                                    6 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Online viewing for Base Documents

                                    The ability to view a document attached to a deal/contact/lead without downloading it.

                                    49 votes
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                                      3 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
                                      completed  ·  Rafal Ociepa responded

                                      Hi all,

                                      Thanks for your support for this suggestion!
                                      You can now view the most common file types, such as PDF or jpeg, directly in Base, without downloading or opening new tabs.

                                      Thanks for your feedback!

                                      Best regards,

                                    • Prospective month field for a deal

                                      In addition to a stage there should be a prospective month field that the deal is likely to fall into and a percentage liklehood of winning the deal. Should be able to filter and sort deals by their month and highest to lowest percentage.

                                      48 votes
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                                        4 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Funnel report per lead source

                                        In the reports section I would like to see the funnel report per lead source.

                                        46 votes
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                                          completed  ·  12 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                        • allow infinite scrolling from first screen and return to same place in leads list as opposed to starting from the beginning.

                                          allow infinite scrolling from first screen and return to same place in leads list as opposed to starting from the beginning.

                                          46 votes
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                                            3 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                                            completed  ·  Rafal Ociepa responded

                                            Hi all,

                                            Thank you for your feedback and suggestions!
                                            I’m happy to let you know that you can now navigate back from a contact, deal, or lead to the same place on the list by using the browser’s Back button or by clicking the link to the relevant section.

                                            Don’t hesitate to let us know if there are other improvements you’d like to see!

                                            Best regards,

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