Base Ideas

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  1. Reminder on deals that need attention when i log in!

    When i log in now, on overview page, i see the things me and myc colleagues have done. Great. BUT, it would be more interesting to see what we haven't done. For example put a red star on all deals that haven't been updated for a week!

    718 votes
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      19 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
    • Option to upload a picture for contacts

      Some contacts do not have a Twitter or Gravatar account. It would be nice to be able to upload a picture for contacts as well.

      698 votes
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        75 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
        completed  ·  Rafal Ociepa responded

        Hi all,

        Thanks for all your votes and feedback!
        I’m happy to say you can now put a face to the name – we’re automatically pulling photos from the social media profiles you provide for your contacts (i.e. Twitter, Facebook, LinkedIn, and Skype).
        You can read more about this on our blog at http://blog.getbase.com/add-a-face-to-the-name-base-avatars.
        I’ve also opened a new idea for the option to upload a file, to let us track support for that specific suggestion – http://futuresimple.uservoice.com/forums/109313-base-ideas/suggestions/6038701.

        Thanks, and all the best,

      • Activity for a contact would aggregate under the company

        When I add a note to John Q of Acme Inc. I would like that note to show up when I view the activity page for Acme Inc.

        Why? Multiple sales people contact multiple people in the same company is losing deals. If they can see who has recently contacted someone from the same company it would prevent this.

        692 votes
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          55 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Be able to add custom stage at any point in cycle, not just sales stage.

          Add stages such as "Work In Progress" and "Job Complete" after the "Won" stage. The sale is not fully complete until the product is delivered (not just a contract signing) so I would like to be able to see which of my clients still have outstanding work so that I can follow up with them and see if there is anything I can do to expedite the process. It is also a good feeling to be able to see the complete jobs and know that you finished something.

          681 votes
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            39 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →

            Great news everyone! You can now have an unlimited amount of sales stages in your sales pipeline. We’ve also added the ability to insert a new sales stage in the middle of your sales pipeline. So if our limit on sales stages was cramping your style, jump into the Base settings and add the sales stages you need to get your sales process in order.

            Check out more info on our Help Center here:
            https://support.getbase.com/hc/en-us/articles/205676835-Unlimited-Sales-Pipeline-Stages

            UPDATE: We are also working on adding multiple sales pipeline so after the won status you can have a new pipeline for things to flow through.

          • Tasks/Deals/Contacts for multiple users!!! Multi Assign Data

            We definitely have more than person working on a deal or task or being connected with a contact. We have to have either more than one user assigned to these or the choice to choose 'everyone' or create a 'container'-user with having single users to it.

            This is really urgent as currently only one person is reminded and assigned to our projects.

            As well it'd be very clever to able to assign one person to more than company (freelancers)!

            648 votes
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              46 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →

              Hello everyone!

              Thanks for your feedback, we really appreciate it! We had previously released a feature called “Collaboration” that should give you the ability to add other users onto a Lead, Contact, or a Deal.

              Here’s a quick guide as a reference – https://support.getbase.com/hc/en-us/articles/203868945-How-Do-I-Collaborate-with-My-Team.

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

              Best,
              Jo-Anne

            • Would like to have a follow up option for contacts

              is it possible to add a follow up action field for all contacts. this would eliminate the extra step of adding a task.

              535 votes
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                19 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →

                Hi all!

                We’ve got some great news here. We just released our Communication Smart List which will help with this :)

                This will allow you to pull in “last touch” fields that will let you see the last time you sent the Contact an email or the last time you may have called them. From there, you can sort on the greatest amount of time between communication between you and the Contact and see who you need to reach out to first! Here’s a guide on Communication Smart Lists for more information – https://support.getbase.com/hc/en-us/articles/206147136

                Have a great weekend!

              • Multiple Pipelines

                Having multiple Pipelines would be nice in order to track projects that might not be directly related to sales.

                520 votes
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                  52 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
                • Ability to add appointments to Base

                  Being able to create appointments in Base, not tasks. An appointment is a meeting with someone, a task is something that needs to be completed.

                  511 votes
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                    45 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Leads Merge / Duplicates

                    When we have imported Leads, often times many but not all of the new Leads that are imported turn out to have been in our Leads database previously. However, this creates an enormous number of duplicates in our Leads. It would be much more helpful to be able to merge the Leads and remove duplicates, much as we can for our Contacts.

                    Thanks.

                    500 votes
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                      37 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →

                      Hello everyone!

                      We have recently performed a major update to our Duplication logic in Base when you import a new set of leads or manually enter in a lead in Base.

                      The deduplication update includes three components to help combat duplicates:
                      – Suggested leads/contacts
                      – Flexible duplicate management during imports
                      – Customizable duplicate identification

                      You can read more on our blog here:

                      https://blog.getbase.com/deduplication

                      Thanks
                      Mark

                    • push notifications (instead of email)

                      Please add iphone push notifications instead of email reminders.

                      440 votes
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                        33 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
                        completed  ·  Anonymous responded

                        Hello!

                        Thanks for your feedback on Notifications in Base. We’re happy to introduce mobile notifications in support of our recently released web notifications feature. You can learn more about how to configure your mobile notifications here: http://support.futuresimple.com/customer/portal/articles/1625814. As always, feel free to reach out to us with any questions or to let us know what you think!

                        Kind regards,

                        Jamil

                      • Ability to store standardised emails

                        When adding contacts or leads it is very useful to be able to quickly email the lead with any standardised content. Thanks.

                        432 votes
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                          36 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                          completed  ·  Rafal Ociepa responded

                          Hi,

                          I’m happy to let you know that email templates, along with merge 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,

                        • Multi-language version/localization

                          It Would be great to have a french or multi-language version. Base is very helpfull!

                          359 votes
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                            59 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                          • allow a "parent" company to connect with multiple sub-companies/sites

                            If you are pursuing a national account or even a smaller company with regional locations it would be beneficial to sync the activity of all sites to the parent. This creates single points of contact within your own company for account ownership and communication.

                            318 votes
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                              29 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • Smart list bulk edit

                              Bulk edit on smart lists. Smart lists are great to sort, filter and show information not visible in regular list view (f.i tags). But bulk edit (like manage tags) has to be done one by one.

                              306 votes
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                                47 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                              • Integration with Zendesk

                                This would be so ideal - and would bring support and sales much closer together.

                                285 votes
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                                  34 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

                                  Hello Everyone,

                                  Thanks for the feedback here, we really appreciate it! We’re excited to announce that the Zendesk integration is currently in Beta. If you’d like to learn more about it, please reach out to support@getbase.com and we can get you more info!

                                  Best,
                                  Jo-Anne

                                • Set more precise times for tasks

                                  Right now you can only schedule tasks to the hour. Would be nice to have at least 30 min or 15 intervals.

                                  265 votes
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                                    27 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                                    completed  ·  Rafal Ociepa responded

                                    Hi all,

                                    You can now schedule tasks for any time you choose, down to one-minute increments.

                                    Thanks for your feedback, and all the best!

                                  • Integrate with Outlook

                                    You could corner the small business and freelance business-consultant market if Pipeline could integrate, or at least synch, with Outlook emails, contacts, calendar and tasks! I am hard-pressed to find a clean, non-stodgy, CRM like Pipejump that works with Outlook. I would work with you on this.

                                    265 votes
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                                      14 comments  ·  Outlook  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Filter Contacts via custom field, location, title, state, etc.

                                      It would be nice to be able to filter your contacts by the custom field values. For example, if I created a custom field that contains a list of values, it would be nice to be able to filter by one of those values.

                                      196 votes
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                                        24 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        completed  ·  Rafal Ociepa responded

                                        Hi,
                                        Thanks for your ideas! You can now filter your data using your custom fields in all parts of Base.

                                        We appreciate your feedback, and would love to hear more of your suggestions!

                                      • 195 votes
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                                          33 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                          completed  ·  Rafal Ociepa responded

                                          Hi All,

                                          You can now add images, links, and text formatting in emails composed in Base, as well as in the email signature you configure in Base.

                                          Thanks for your support for this idea!

                                          Best regards,

                                        • Being able to include attachments

                                          It would be great to allow for attachments to the CRM. Especially if your sole purpose to obtain sales. Part of the sales process requires uploading quotes, documents etc.

                                          172 votes
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                                            10 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
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