Base Ideas

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  1. Reporting: Monthly and Annual Totals

    Unless I'm missing something here, looking at reporting monthly across the team gives you a weekly breakdown of information (by user) and looking across the year gives you a monthly breakdown (again by user). It would be great to be able to quickly see the monthly/quarter and annual totals for the entire team.

    27 votes
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      completed  ·  1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
    • Sales Funnel Analysis

      We, as many other companies as well, have a long sales process so the stats at Sales Funnel Analysis is not working for us. We need to see what have happend during the specific time – not just incoming to closure during the specific time. Please consider this improvement!

      27 votes
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        4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
      • keyboard shortcuts

        Please add keyboard shortcuts to Base for common commands, similar to Gmail: c = compose, r = reply, etc.

        27 votes
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          4 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
        • Management of contacts

          Would be nice to filter the contacts on the iphone. Now companies and individuals appear mixed. One option would be that inside the business details appear people linked to it.

          26 votes
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            completed  ·  2 comments  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
          • Log visits to contact address.

            Just as I can click on a contact's phone number to log a call, I'd like to be able to click on the contacts address and log a visit I have made. Visiting contacts is a key part of our sales activity, and this would enable me to report on my visits easily.

            26 votes
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              5 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
            • Sales tracking activities report

              Sales tracking activities is very important in my business. It will be great if there is a reprot that provides de following: sales activities by Deal with notes on deal and tasks assigned to deal with dates and contact followup related to deal - tag

              25 votes
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                1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
              • For the love of BASE please allow HTML formatting within emails!!

                When selling I need to be able use bold, italics, font sizes throughout my messages and even some color in my email sig. Please add this feature base - please.

                25 votes
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                  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                • Manage Notification Emails

                  Ability to turn task reminder emails on and off. If you are using Base every day the emails just clog up the inbox.

                  25 votes
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                    completed  ·  2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add Logo to Signature

                    We need to be able to add company logos to signatures within the email feature.

                    24 votes
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                      1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                    • PipeJump should allow you to add PDF attachments to deals!

                      I would like to add PDF's to the deals in my pipeline

                      24 votes
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                        2 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
                      • Merge Fields For Outbound Emails

                        The ability to create email templates and personalize its content using each contacts data (name, company, etc). This would be a huge time saver for outreach.

                        There is echos a similar request for printable merge fields:
                        http://futuresimple.uservoice.com/forums/109313-base-ideas/suggestions/2942080-mail-merge-to-create-printed-letters-to-customers

                        24 votes
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                          1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                          completed  ·  Rafal Ociepa responded

                          Hi,

                          I’m happy to let you know that email templates, along with tags, are now available in Base!
                          You can check our blog (blog.getbase.com/new-feature-email-templates-and-merge-tags-now-available) for details about the feature.
                          Thanks for your feedback!

                          Best regards,

                        • Export More Information/Details

                          I think a lot of the recommendations here could be solved if you could export more information. For example, you can create all the reports you need in Excel if you can export all the deal details. Use pipejump for managing daily activiity. Don't complicate it by trying to make it an everything to everyone.

                          24 votes
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                            1 comment  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
                            completed  ·  Rafal Ociepa responded

                            Hello George,
                            Currently you can export your contacts with just few click Go to SETTINGS => BASE => EXPORT .
                            Other data can also be exported. Please write to support@futuresimple.com with a list of data you would like to receive and we will generate this file for you. Also, we are working on export feature so it should be available in the near future.

                            Regards,
                            Simon

                          • Add more than one email per contact

                            I have contacts with up to three email address. Right now Base only allow me to have one email address per contact. This is nearly a deal-breaker for me.

                            23 votes
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                              4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                              completed  ·  Rafal Ociepa responded

                              Hi,
                              Emails entered as custom fields are also recognized by Base.
                              Hope this helps!

                            • CSV export

                              Please change a codepage to UTF-8 while exporting CSV (contacts)
                              Russian language is broken, I'm sure that there are problems with all non-latin characters.

                              23 votes
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                                completed  ·  3 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
                              • 22 votes
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                                  4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                  completed  ·  Rafal Ociepa responded

                                  We have enabled sync every 10 minutes, and continue to work on improving this further.

                                • Filter sent e-mails by opened / clicked

                                  How can we easily filter/export e-mails that have been viewed / clicked? We want to apply different strategies depending on whether leads have/ havn't read our e-mail, and now we have to scroll the sent e-mail list and go one-by-one. Thanks!!

                                  22 votes
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                                    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Prospects/Stages report

                                    Add a report in which one can see where each of the prospective clients stands by stage.

                                    21 votes
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                                      completed  ·  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Cc and Bcc on initial email

                                      Hello,

                                      Please consider adding a Cc and Bcc field option on all initial emails sent form Base.

                                      This is really a major annoyance as on many emails that are sent someone else needs to be copied on it and one cannot do this via Base.

                                      This also makes full Email Integration somewhat cumbersome.

                                      Thank you for your attention!

                                      21 votes
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                                        completed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Email Templates using datafield {tags}

                                        Email Templates (has been raised before) but including :

                                        - datafield {tags} to personalize emails
                                        - some for of basic drip emailing (max 2-3 emails: introduction + touch-base email)

                                        This would save huge amount of time.

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

                                          Hi,

                                          I’m happy to let you know that email templates, along with tags, are now available in Base!
                                          You can check our blog (blog.getbase.com/new-feature-email-templates-and-merge-tags-now-available) for details about the feature.
                                          Thanks for your feedback!

                                          Best regards,

                                        • 21 votes
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                                            3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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