Zendesk Sell Ideas

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

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  1. Multiple lead capture forms

    It appears one has only 1 lead capture form. Once built, this is the only one you get, both website and facebook. Perhaps I'm missing it, but I think it would be useful to be able to build a few different web capture forms. Eg, 1 for web leads, 1 for facebook, perhaps a nother few for different specific requests. Perhaps even 1 for customer Support.

    38 votes
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    7 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow "Lead Sources" Category to Convert to CONTACTS

    This could be considered a suggestion for either the Reporting side or the Leads side.

    --

    Always found it a bit odd that "Lead Sources" do not convert with Contacts. Still seems like useful information when looking to better understand how a person moved from Lead > Customer or Prospect.

    That said, I don't think this is necessary for the DEAL "Source" fields as I personally view those as two distinctly separate types of opportunity drivers. If the Lead Source did flow through into Deals as well, I would keep those distinctly separate.


    • Lead Source

    • Deal Source

    Both would be…

    37 votes
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    4 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. automatically add sets of custom fields and tasks based on a tag

    Our sales team's workflow changes quite a bit depending on what type of product/service the client is interested in.

    It would be really helpful for our sales reps if adding a tag to a record could automatically add a set of tasks to a deal/contact as well as a set of customized fields to be filled in.

    37 votes
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    0 comments  ·  Tags  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add an ability to open Base contact or lead on incoming call Android

    Base currently shows incoming call overlay for all incoming calls from Leads and contacts within CRM
    But it lacks information. So we need an ability to open this contact/lead in BASE directly from incoming call screen.

    You should consider, that Leads are not present in my phone address book, and I cant open them from default android caller screen.

    For example, someone called you, asked few questions about product, and thats all...
    At this stage it is a Lead. I dont want to add it to my android address book(or google apps or office365), but in couple of hours this…

    36 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Base gApps Widget: Create complete contact from email signature info

    The base widget within google apps is a great feature. It would be outstanding to have the widget grab a contact's full info from their email signature and creates a complete contact with Name, Company, Title, Email and Phone. As I imagine it: I would click add> get a preview of the information about to be added to make sure it is correct, and I can edit anything if needed> then I confirm the new contact and voila!

    I know this works because I pay money to WriteThatName for this feature.. https://www.writethat.name/. I'd rather give it to you.

    36 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow more than one user to have ownership of a Lead/Contact so they can collaborate

    Currently Users can only collaborate with their Manager or an Administrator. When a Lead or Contact is near a border, several BDMs need to have visibility of that person, however since they must below to one or the other the two BDMs cannot currently collaborate on that lead. We need a way for two side-by-side users to see and collaborate on a single lead or contact without being able to see all the contacts in the other region.

    36 votes
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    2 comments  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
  7. Print Reports Showing Deal Listing with contact and notes associated in PDF?

    I still don't see an easy way to print the deal list with detail associated. There needs to be an easy PDF export function, so we can print a nice report to write on - sometime paper is easier to work with! Leads need to be the same!

    35 votes
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    3 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
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    5 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  9. Single email for the company

    It would be very nice if Base was supporting the possibility to leverage "shared" email address like 'contact@mycompany.com'. Indeed, why should the prospects and customers even bother about figure out the org chart of our company? It's much more straightforward to keep everything under the same address, possibly changing the sender name (cosmetic) but keeping the same address.

    From a Base viewpoint, this just means that Base can behave like a collaborative shared mailbox.

    Some of the competitors of Base, like Relenta.com, are supporting this setup. We would love to see this in Base as well.

    34 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Undo Feature/Button

    Ever accidentally clicked the little 'x' on one of your tags? only to wipe out a whole category you used for sorting..?

    Or deleted a Deal not realizing all the notes you associated with it are gone. Some of those note would have been useful to keep.. :(

    An UNDO Button would solve all this !
    An "oh my &^%" I wish I'd read that warning before I pressed "ok" Button. Undo Feature is essential Ctrl+Z with Base already ! :)
    Vote for me> vote for Undo !

    34 votes
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    2 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  11. Country Default

    Allow me to pick from a list of countries that I want to use. A majority of users are single country, and there should be a default.

    34 votes
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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. When creating a scheduled appointment...auto populate the location as the lead/contact address

    When scheduling appointments...we found that 90% of the time it will occur at the lead or contact address....you have to exit from the appointment screen and copy paste or review the address then go back and type it in....if this was auto populated it would save a few steps....

    34 votes
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    10 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Conferece call from browser phone

    When on a call, it would be great to be able to conference in someone else. As an example, if you need to get the other decision maker on, you can conference them in, or if you want to tag with someone, you can conference them in.

    33 votes
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    6 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
  14. Calendar on Iphone app

    Adjusting the view on the Base iOS app to be visible by month or year.

    33 votes
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    2 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
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    1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  16. First name and last name in smart lists for export

    Smart Lists for contacts should have first name and last name as fields available to export. Many of us use the export functionality to do mail merges, drip campaigns, etc. that require a separation of names.

    33 votes
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    7 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add BCC to mailto: link on Base Deal Pages

    If I click an email address while on a deal page (e.g. https://app.futuresimple.com/sales/deals/XXXXX) I believe it is safe to assume the email I am sending is about this deal.

    So, if I click Jane Doe's email address in the associated context box at the top right I believe the mailto: link should include the bcc address for this deal as well.

    The mailto which currently looks like this:

    mailto:jane@doe.com

    Would therefore look like this:

    mailto:jane@doe.com?bcc=dropbox@XXXXX.deals.futuresimple.com

    This small HTML change would make the work flow of sending email related to deals much more fluid.

    33 votes
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    3 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Duplicating Items (Deals) in Base

    We often create new deals for new years that are essentially identical (one deal for 2016-2017, then create a new one, same details, for 2017-2018). It would be a big time saver to just click "duplicate" and have it copy all the details to the new deal instead of manually re-writing everything.

    33 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Need a better text editor for notes and the like

    The current web editor is extremely basic, to say the least.

    Would be good to have at least a RTF editor.

    Best

    32 votes
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    6 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  20. Option to change default Alert reminder time for Tasks

    By default, when adding a new task the default Alert reminder is set for "1 Hour Before" the due date & time of scheduled task. For someone who adds many tasks in a day and likes to be alerted immediately when the task is due, it can be tedious to have to change the alert time of every single task that is scheduled. It would be great if we had the option to change the default Alert reminder time to a time that better suits our needs.

    32 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
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