Base Ideas

Help us make Base better. Share your thoughts, ideas, and feature requests with us.

How can we improve Base?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Copy deals

    Sometimes we have returning deals which are exactly the same or similar. Would be nice to copy a deal from the past.

    88 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      9 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
    • Task Templates

      Add a series of tasks based on preset user defined templates. i.e. apply the template to set a task to follow up with customer 60 days after the date in a custom field, like 'closing date'.

      Automated actions doesn't cover it. I want to choose when to apply the template to add these tasks, and the tasks should be able to be based on data contained in custom fields.

      70 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        6 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
      • Mass emailing linked to deal stages

        Be able to select prospects by "deal stage" and send a mass emailing. Example; you integrate 10 new leads, you send a mass emailing, 5 answer and they convert to prospects, you want to send these 5 additional information all at the same time. Important SFA - CRM function when all you want to do is target certain prospects with specific messages related to their position in the pipeline. Thanks.

        47 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          4 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
        • Dashboard history filtering option 'email'

          In the Dashboard there is a pull down next to 'display' that allows me to filter items in the Dashboard history. I would like 'email' to be displayed so I can see who I've sent an email to. Otherwise I have to go through every deal and manually determine who I done this for.

          47 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            8 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
          • Build customer org chart

            It would be great to have a "reports to" field for contacts and then be able to generate simple org charts at the click of a button thanks to that information.

            38 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
            • Basic formatting for notes

              Currently there is no formatting option at all for notes. It would be great to have at least some super-basic formatting options like bold, italic, bullet points...

              Our specific use-case is that during a meeting we use a collaboratively editable document for notes (so everybody sees the notes in real-time). We'd like to later add these notes to Base (to the deal, lead or contact). However using a Word document for this is bulky, not to mention that such notes get outdated so I'd like to handle them in the time line, like with notes. So it would be great…

              35 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                5 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
              • Add Cases

                I would be great if you could add a "Case" tab (like Leads, etc) so that we could track past Deals that may have an issue that needs to be resolved.

                33 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                • Apply NOTES (or TASKS) to multiple CONTACTS at once.

                  It would be good to be able to apply a NOTE (or even TASK) to multiple CONTACTS>

                  I often need to repeat the same procedure or task for numerous contacts in the same company or industry.

                  There are a couple of other suggestions here that combine this with the ability to add NOTES to TASKS. All this helps build a better detailed history.

                  27 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    4 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                  • Calculation Fields (Comission)

                    I am an independent sales rep. Commissions are how we calculate our success. It would be awesome to have a calculation field (custom field option) so we can understand our commission based off of the deal value. One step further would be the ability to run reports. I suppose with Smart Lists that would be possible. Thoughts around custom calculation fields??

                    23 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                      Rafal Ociepa responded

                      Thanks for posting!

                      That’s a very interesting point, and we’ll be examining it closely when working on future updates.

                      Best regards,

                    • save images as a note

                      I often take a photo at a meeting, and/or hand write notes, which I then take a photo of. There seems to be no way of saving a photo as a 'note'. The only way seems to be saving a document to a contact. However it cannot be viewed in Base. Also, I cant see how to view documents on the iphone app.

                      21 votes
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                      • live chat option for customers

                        is there a way to integrate google hangouts with an live chat option for CRM purposes right from the website? or something similar? I will like to see a live chat option is possible.

                        21 votes
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                        • Make a task due on a specific date, but don't include a time

                          There are certain general tasks that should be done on a Friday. I'd like to have them due on Firday, but not have to set a time that they are due.

                          16 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                          • When looking at tasks you can only look at the next 7 days, and NOT the past 7 days.

                            It would be useful to be able to see the past seven days easily without having to scroll through the dates so we know who has missed out a task etc.

                            15 votes
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                            • Reminder me if i haven't had a reply from an email

                              Be able to set a task to reminder me to follow up with a contact if they have not replied to an email i have sent from base.

                              Basically using the same functionality that yesware or rightinbox give you in gmail but build into base crm email as you can't use those extension in base.

                              14 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                              • Gamification System

                                A gamification system like this!! agilecrm.com/gamification

                                12 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                • Automated Action Dependencies

                                  I feel like I'm not getting full use out of my automated actions. Currently, 10 of my automated actions are set to remind me to check in with potential customers at different stages of our sales pipeline. When I move a deal from stage 1 to stage 2 and then to stage 3 in a matter of days, the automated actions from stage 1 and 2 are no longer relevant to the deal.

                                  LE IDEA: Is there some way to have Base autoremove automated actions from pipeline stage 1 when I switch to stage 2 (or even straight to stage…

                                  9 votes
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Addition to Smart List

                                    We are a manufacturer, who works regularly with distributors. Distributors with their own sales force and sales managers - who want joint-call activity reports. Adding a column for "Notes", that would allow for quickly updating sales managers with ALL comments added to pending deals would be very helpful.

                                    8 votes
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Skype messaging in customer notes

                                      I know that there is a VOIP system in base now, and recording skype calls will not happen, however what about skype IM's?

                                      We talk to our customers a lot on skype and it would be great to have those conversations in the account as well. Things said and promised in skype are as important as emails!

                                      7 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Show incoming E-mail, SMS and Calls in the dasboard activity feed.

                                        Show incoming E-mail, SMS and Calls and outgoing SMS and e-mail in the dashboard activity feed. This includes missed calls.

                                        When you log in to Base you are first presented with the Dashboard. If the Dashboard activity feed does not show all activity it is useless for managing your work.

                                        Especially when it does not show the activities that your customers have initiated, since those are the most important activities to have in an activity feed.

                                        Please up-vote if you want to avoid missing incoming e-mails, SMS and missed calls.

                                        6 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Section in Leads for a company who is not interested or using a competitor solution

                                          Hi, I like to keep track of companies I contact in Leads, it allows me to see if had contacted a company in the past or not. It would be useful if there was a subsection within leads such as

                                          "Using a competitor"
                                          "too small".

                                          If I could break leads down into categories It would allow me to build up a list of people that are not interested that could be kept out of my "live" leads section, but still in a database that I could review in 12 months time. I like to keep my leads section tidy. Putting…

                                          4 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                            Rafal Ociepa responded

                                            Hi Mark,
                                            Perhaps tagging would help in this workflow?
                                            Best,
                                            Raf

                                          ← Previous 1 3
                                          • Don't see your idea?

                                          Feedback and Knowledge Base