Base Ideas

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  1. Monthly Recurring Revenue vs. Non Recurring Revenue

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

    1,035 votes
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      94 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →

      Big thanks for sharing your feedback!

      We agree this is a much needed feature and want to figure out how we can get this on the roadmap ASAP. It’s under review and we’ll be sure to let you know once we’ve made progress on better managing recurring revenue in Base.

      Cheers,
      Base Support

    • 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".

      657 votes
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        38 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!

      • 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.

        469 votes
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          41 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!

        • HTML Signature

          I would like to be able to use HTML email signature

          372 votes
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            under review  ·  36 comments  ·  Email  ·  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.

            300 votes
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              22 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.

            • Add MailChimp integration to Leads

              Currently the MailChimp only works on Contacts not on Leads, it is important to be able to do email marketing on Leads.

              126 votes
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                9 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
              • smart list

                Allow the option to link "communication" with a Smart List....so when you pull a report and notice that x number of prospects haven't opened your email, you can click a checkbox next to those prospects which will give the option to email them (like you can do in a lead list).
                Currently you have to write down their names and individually search for them - it's an unnecessary extra step.

                31 votes
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                  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

                  Hello, let me know if below solution works for you:
                  - go to smart list
                  - add “Views of Last Email” column
                  - filter that column to see prospects with 0 views
                  - select relevant prospects you want to follow up with
                  - click email icon
                  - mass email them

                  Hope that helps

                • Ability to add an outcome to calls that are forwarded to cell instead of being answered via web browser.

                  We'd love to have an option to add a specific outcome to calls that answered via cell phone, e.g. 'Went to Cell Phone".

                  6 votes
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                    under review  ·  1 comment  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
                  • right job log

                    it would be possible that the alarm tasks time n times repeated until the task is closed?
                    and when the task is closed, there will be automatic is in the realization of the new and do not allow close until it is recorded the next task?

                    this request, since my sellers sometimes forget to record the next task and lose track due

                    4 votes
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                      0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                    • Full inventory and Point of Sale system

                      I want base to contains an inventory system, that allow me to track the quantities of my products in each branch of my business and also allow me to print bills to customers with my company's Logo standard bill.

                      It's so simple one field on the product catalog contains the quantity of a product and will decremented after each sale of that product.

                      Also, i want base to be flexible in products catalog, that i can customize fields on it also have a bar code or Qr generator.

                      2 votes
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                        0 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →

                        Thanks for the feedback! We’ll definitely take it into consideration as we scope out the next series of updates to Products. We’ll update you here once we decide either way.

                        Best,

                        Victor

                      • Show who initiated the task

                        We have users assigning tasks to other users... when you are looking at your own tasks it would be great to know who initiated the task

                        2 votes
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                          1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                          under review  ·  travis.nelson responded

                          That is not a bad idea! I am going to pass this up to the Task project managers for review.

                        • Add BBC to bulk email

                          Can we have a BCC field when we email multiple contact. The adding template feature is good but having a BCC will help us in automating the followups with Rebump.CC or Tickle train so that we dont have to send a manual follow up emails.

                          This will improve our rep productivity by 300%

                          2 votes
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                            1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

                            Hello!

                            While it’s not possible to add BCC recipients while selecting the contacts from the general view, if you start an email from the Lead/Contact card – it’s possible to add more people to it, as well as BCC recipients to it. It’s not a perfect solution, but maybe it’ll do the trick:)

                          • Product Cost and Revenue

                            Hi, I am in software sales and am capturing revenue sales in Base but am not including software purchase / setup fees as there is no way for me to record these currently. Would it be possible to have a deal with Cost in addition to Monthly Revenue?

                            1 vote
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                              1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

                              Thanks for the great feedback!

                              While we don’t have this feature planned, we’ll take this into consideration for our roadmap, and we’ll update you here once we have more information.

                              In the meantime, you could create your own Custom Field for “setup fee”. Any amount entered into this field would not be calculated in the Deal, but you could at least reference the setup fee.

                            • Plain Text Email Conversion for DropBox

                              DropBox does not support emails with a Signature Image, which of course is the staus quo for any Professional. I suggest a "Plain Text" conversion to allow these emails to be attached to Base Contacts.

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

                                Thanks for the great feedback!

                                I do know that we are working on improving our email integration to support advanced text and formatting, but converting existing signatures into plan text would be a useful feature.

                                We’ll take this into consideration for our roadmap, and we’ll update you here once we have more information.

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