Base Ideas

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  1. 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.

    231 votes
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      22 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 :)

    • The ability to bulk create Deals

      The ability to bulk create Deals

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

          • Marketing > Base CRM > Project Management

            Do you have plans to add either of the typical features for marketing such as bulk email, landing pages, automated processes (like inusionsoft)?

            And so you plan to extend deals to projects so that the whole lifecycle can be managed?

            I ask these questions because if the answer is possibly yes then we don't want to commit long term to other solutions. If it is no then what solutions do you recommend and work well with (other than mailchimp)? Or do you have some better documentation or use cases around integration with mailchimp than the basic information I have already…

            1 vote
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              1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
            • I would love to be able to receive MMS into lead or deal

              The ability to text a prospect from base requesting photos of their project to be sent back to me/base. Photos would somehow be viewable in document area

              19 votes
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                2 comments  ·  Text Messaging  ·  Flag idea as inappropriate…  ·  Admin →

                Just wanted to get everyone an update here, unfortunately, we have decided to prioritize a few other features. We are currently not working on MMS but will definitely keep this idea open as we continue to improve Base features.

              • 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 →
                • add a captcha or other spam filter to your lead capture form

                  We have found that with a captcha or other type of spam restrictor, we get way too many lead requests from a form embedded in our website.

                  1 vote
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Client space on Android please!

                    Please enable Client Space functionality on Android.

                    3 votes
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                      2 comments  ·  Android Application  ·  Flag idea as inappropriate…  ·  Admin →
                    • Lead Distribution

                      Being able to distribute leads to certain Sales reps based on certain criteria when they come into the Base. For example by territory, by round robin, or by certain company size/ industry

                      6 votes
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                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Notified when email recipient opens my email,

                        The absolute best time to talk to prospect is when they are viewing my content, it is already top of mind. You are 100 times likely to convert if you talk within 5 min of them reading your email.

                        1 vote
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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • 10 votes
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                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Transcript/Translate Recorded Calls

                            If Twilo or Base can use voice recognition and transcript the recorded call it should be easier to offer the option to translate that call to a different language, although the message would be choppy, due to grammar and syntax errors that most voice recognition software still has, it will be easier for an upper management/quality control person that may not speak the language of the salesperson. So this wouldn't restrict companies from selling in different countries if they can somewhat monitor what the sales people are telling their customers on the phone.

                            3 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Clone Deal Information

                              Be able to clone a deal information. This function would save a lot of time when you are trying to duplicate a deal on a monthly basis.

                              7 votes
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                                3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Limit who can assign & complete tasks

                                As of right now, anyone who has a username can assign tasks to anyone and can even complete tasks that are given to other people.

                                I would like to see an option where only the admin's can assign tasks to the rest of the team. If you are not an admin, you can only assign a personal task to yourself.

                                Also, completing tasks. As it stands, I can set a task for my rep Sally to contact my lead, Reggie. But my other rep Bob can go into Reggie's contact page, see there is a task there and complete it.…

                                15 votes
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                                  1 comment  ·  Tasks  ·  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.

                                  • 1 vote
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                                      3 comments  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Untracked email needs search capabilty to find what we are looking for

                                      Untracked email needs is missing search capability to find what we are looking for

                                      2 votes
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                                        1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                      • What is the recommended way to integrate with a help desk?

                                        We use Help Scout for our support desk.

                                        We have the same email address linked to Help Scout and Base and I am finding this problematic. I love that Base has full two-way syncing with email. This is Base's killer feature in my mind.

                                        By, the problem is, all the emails that come into Base (and that we are responding to) are also showing up in Help Scout. This can be very confusing; and time-consuming to keep in order.

                                        How do you recommend we handle this?

                                        Also, any plans to improve the inbox in Base? The UI is pretty awful…

                                        1 vote
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                                          1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Inactive Contacts

                                          It would be nice if you could make a Contact inactive. I have been working with a contact on a project for 8 months and have tones of updates logged on her card. Now she works for another company and I would like to be able to set her "Inactive" so all information is stored on the company she used to work for. Then I can create her as a new contact linked to the new company she works for, starting from scratch.

                                          The feature should also be able to log who set the contact inactive and why was the…

                                          6 votes
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                                            1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
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