Base Ideas

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  1. LinkedIn

    We really need tight integration with LinkedIn. I have over 900 contacts on LinkedIn and add probably a dozen a week - I don't want to manually export/import all the time - so a LinkedIn contact sync is a must.

    I would also like to see synching with LinkedIn for messages.

    539 votes
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      21 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

      Due to some policy changes at LinkedIn which they have decided to reduce API access we are unable to provide this functionality.

      If LinkedIn changes their policy we will evaluate this in the future.

    • Convert contacts into Leads

      I moved from Highrise into Base. About 40% of the contacts in Highrise would actually qualify as leads in Base. I'd love the ability to clear them out of contacts and put them into Leads.

      458 votes
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        47 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
      • Make "Task Automation" part of the Super ($15) plan.

        Having just completed a tour of over 20 top sales-centric CRM solutions (including the usual suspects: HighRise, PipelineDeals, et. al.) here in Q-4 2012, I can tell you that having to pay 3x more (for "Mega" plan over cost of "Super" plan) just to access what you guys are calling "task automation" functionality is not only way too expensive but a key feature offered by most of your competitors for $20 and under.

        Please re-think this. This will be a deal breaker for us if there's no sign of flexing on this.

        415 votes
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          13 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

          Hello there!

          Thanks for your feedback on Task Automation, we appreciate it! I wanted to get you guys a quick update here. It will remain part of our Professional plan. We do believe that the features we have on each of our plans match the pricing structure we have. We are confident that you will become more productive! If you’d like to try out the plan, let us know!

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

          Thanks,
          Jo-Anne Rodriguez

        • 368 votes
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            30 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          • Enable Email Template Sharing across the account for all team members

            When I create an email template, I'd like to be able to easily share that template with my whole team so it is available for everyone to use.

            228 votes
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              27 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

              Hi there, we’ve re-evaluated our roadmap and other key features we’d like to roll out. Unfortunately, we aren’t working on this one right now to focus on some other parts of Base. Keep a look out on our blog @ blog.getbase.com for more details on upcoming feature releases :)

            • Project management and collaboration tools

              The deals section is what makes base great but if I want to have a project going I don't want it in deals because it will mess up my stats reporting but I want all the functionality of the deals area to link multiple contacts to it, assign a cost to it, create a client space for it. That would be great in base and should be easy just add a section with the exact deal functionality but label it projects and give it it's own reporting. For example right now I have:

              1. Logo wear project
              2. Website Project …

              126 votes
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                10 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →

                Thanks for posting this idea! While we can see how this would be useful, our current effort is focused on Sales process not project management and therefore this is not a feature that we’ll be able to add in the near future.

                That said, I’d recommend checking out our friends at Zapier.com. They specialise in building out integrations between various web services, and it looks as they may have some between us and Project Management apps.

                Please reach out to support@getbase.com if you have any questions.

                Best,

              • Are you planning a blackberry version of base?

                I have seen there is no app for blackberry (phones or playbook alike).

                Blackberries are very popular in s&mb.

                124 votes
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                  17 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                  declined  ·  Rafal OciepaRafal Ociepa responded

                  Hi,
                  Thanks for your suggestion. We believe that our focus is one of the things that distinguishes us in the CRM market. This is how we’re able to provide our customers with an amazing experience. And right now, you can use Base natively on Android, iOS, and Windows Phone. A Blackberry app is not part of our focus at the moment.

                  Thank you for your feedback, and if you have any other ideas for us, we’d love to hear them!

                  All the best,

                • Offline Availability of all data with desktop app

                  The mac desktop app doesn't make alot of sense as it is. It reminds via notifications but that's almost all. It should have the availability to synchronize the contacts, deals etc completely and make them acessible even when being offline!

                  On the train for example, I'd like to handle my business but there's no wi-fi (or similar situations). For that I would have to export the whole database before. Please make the app able to have all this stored on my computer as fallback!

                  120 votes
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                    10 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

                    Hi all,
                    Thanks for your support for this idea.
                    The browser version does require internet access, but our mobile apps, for Android, iOS, and Windows Phone, are all capable of operating offline.
                    You can find them in their respective stores by searching for Base CRM.

                    Thanks!

                  • Voicemail System

                    It would be sooo helpful if our clients can leave us a voice mail when no one is there to answer the call. Next day we can go in and listen to all the voice message and call them back from Getbase, log it and record it.

                    114 votes
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                      10 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →

                      Just a quick update here. As we continue to improve Base, we’ve decided to prioritize a couple other features for now. We will continue to keep an eye on this Voicemail feature request as we create future roadmaps. You should hear about all the exciting new features as they come out through our blog at blog.getbase.com!

                    • Printing

                      I really liked using this application up until the point I found out to my amazement I cannot PRINT???? surely this is something that is at the top of your critical to-do list.

                      106 votes
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                        declined  ·  15 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                      • Accept Bicoin

                        Would love to be able to pay for BaseCRM in Bitcoin (or Litecoin)

                        98 votes
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                          4 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
                        • PipeDrive/Nimble-styled Deals Layout

                          The way PipeDrive and Nimble handle the presentation of deals (in columns) is far superior to the way Base does it. You already support two layouts... any possibility of you adding a third. Putting these in columns makes it so much easier to quickly wrap your head around the state of things.

                          58 votes
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                            11 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →

                            We do have some improvements coming to Smart lists that will allow for great features. However a nimble style deal layout is currently not in our roadmap.

                          • Import deals, tasks and notes from Base backup CSV files

                            Import deals, tasks and notes from CSV files like those created by Base with export functionality.

                            50 votes
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                              6 comments  ·  Import  ·  Flag idea as inappropriate…  ·  Admin →

                              While it is possible to add notes to Base during import due to a low level of demand we are not looking extend this functionality to importing tasks at this time.

                              Regards,

                              Base Support

                            • Automatically add picture from LinkedIn

                              Can you automatically set each contact's picture from their LinkedIn URL?

                              45 votes
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                                1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Sales Funnel Report also in $

                                It would be good to have a sales funnel report mirrored to the right in the same way as the number of leads is shown in US$. The problem is always to have an evaluation of your forecast in a fast way. The number of leads is not enough. I could have 200 leads for 1$ or 200 leads for $2M. So this would be a great help for a fast loom on your $ sales funnel.

                                44 votes
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                                  5 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • Base and Geckoboard

                                  It seems like you could expose some visualization function to Geckboboard very easily since you already use some of the same visualization libraries. For us, Geckoboard is where we will visually bring metrics together from all our different workflows. From Project Management to CRM to Finance, the unified view will be Geckoboard. It would be great if you could work with them to add Base. Competitor products are already in their list of widgets.

                                  I'd love to see the following:
                                  1) List of Deals (text, rss, etc)
                                  2) Total Deal Value by Month (graph)
                                  3) Total Deals Won by Month…

                                  37 votes
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                                    declined  ·  5 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Contact Clipper Compatibility on Safari

                                    I really like the Contact Clipper capability, but am a Mac user who happens to get along just fine with Safari. I'd love to see an extension come along for Safari, so I don't have to open Chrome just for the Contact Clipper to work.

                                    34 votes
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                                      5 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                    • adding invoice service

                                      it would be very very great if you have digital invoicing service integrated on your apps. just like waveaccounting.com and other apps do.

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

                                        As Base is a CRM rather than account software we are not planning on offering accounting functionality. We do however have an integration with Xero for users to create invoices within Base.

                                      • Using current Dropbox configuration.

                                        I have a very simple DropBox configuration that works great for me. DropBox>Client Name>Year. All files go into appropriate year for that client. Done. It would eb great if I could utilize your process, but just direct your system to my current folder for that client. "Do you want to connect this deal to a DropBox folder?" Yes....Here it is.

                                        33 votes
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                                          0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Notify New Customer Reply in Client Space when logging in

                                          It will save time to check every client space for new messages, if the system can show new replies when I logon to the system, both Web and Android.

                                          30 votes
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                                            declined  ·  5 comments  ·  Client Space  ·  Flag idea as inappropriate…  ·  Admin →
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