Zendesk Sell Ideas

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

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  1. lead capture form for wordpress.com and wordpress.org

    Can you create a client capture form that embeds in wordpress.com and a widget that is easy to place on the website?

    2 votes
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    1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi Brittany,

    Thanks for the feedback! While there’s no widget available at the moment, you can use our embedded form (http://goo.gl/RLpEMi) to capture leads from your site.

    Hope this helps!

    Best wishes,
    Raf

  2. Mapping

    Pinpoint leads on a map to help a salesperson plan his or her day.

    2 votes
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    2 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  3. Input First name in bulk email

    Hi - your app makes it easy to send emails to multiple users for sales prospecting. However, it's very unprofessional when the user doesn't personalize with the recipients first name. It would be great if you just add that one simple feature as I think it'll go a long way.

    2 votes
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    0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  4. Filter by date

    I want to be able to filter by dates

    1 vote
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  5. We would love to see the ability to have multi pipelines so we could track different proceses for the same clients

    If we had different pipelines, and we could customise them to a larger degree then we could not just complete a sale but then track on going sales processes or different ones, or even simple steps of delivery and re order for the same clients

    1 vote
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    1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  6. website

    It would be awesome if in addition to email, Facebook, etc. There was a field for a business' website

    1 vote
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    completed  ·  1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  7. Filter Deals via custom field, location, title, state, etc like customs.

    I would like to folow deals directly, not pass for the customs.
    Normaly i would like to see all deals that i have active in especific country. But may be in the country there are a lot of customs without deals

    1 vote
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    0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  8. Upload Contacts from Address Book

    Why can't we upload contacts form the computer just like we can from iphone

    1 vote
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    completed  ·  Rafal Ociepa responded

    Hi,
    While it’s not a one-click process, it’s very much possible. All you need to do is export the address book contacts and import the file to Base (http://tinyurl.com/qdd2duj).

    Thanks for your feedback!

  9. role based security & access

    Just curious if we can create different access levels for different users? So an admin level, manager level, user level where each has certain limitations on the reports they can run or the accounts they can see or the number of deals they can enter.

    1 vote
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    completed  ·  0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  10. Mass emails

    Like SalesForce, the ability to send emails to everyone or a group at one time. The mailchimp integration is okay, but it would be easier coming from the app and trackable.

    1 vote
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  11. search

    it would be helpful if the search included emails and notes

    1 vote
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    completed  ·  0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  12. Companies only

    In the contacts list both companies and persons are shown. I'd like to see the companies only always. In the new version it is not even possible anymore to select the companies anymore !!!

    1 vote
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    completed  ·  Rafal Ociepa responded

    Hi,
    Thanks for contacting us. The filters’ layout has changed, but they’re still there. You can have your list show companies only when you select Companies in the bottom filter (http://screencast.com/t/LYmKwAFUya).
    Hope this helps, and thanks for your feedback!

    Best wishes,
    Raf

  13. Email leads from web

    Emails to contacts are captured and recorded, however, leads are not. I would want Leads to be treated in exactly the same way. I can record phone calls, yet not emails. Why?

    1 vote
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    completed  ·  0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  14. Date customisation

    For the non US users it would be great to have the day before the month.
    09/07/2013 in Oz would be seen as 9th of July, not the 7th of Sept.
    It creates some issues when referencing back to data.

    1 vote
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  15. Please add the option to assign the leads

    Please add a option a when a lead created to assign it to a account manager

    1 vote
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    completed  ·  0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  16. Search by town

    How can I search contacts by town ?

    1 vote
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  17. Only ONE Default BCC Dropbox Email

    I Wish I could just save my DEFAULT BCC address to my gmail contacts and don't have to go into the HASSLE of log into BASE just to "copy" the bcc email for each individual client
    as I have in SALESFORCE. That's the only feature stopping me from migrate to Base.

    ==============

    We are SalesForce users in research of a new CRM.

    We have an ESSENCIAL feature on SALESFORCE and that is DEFAULT BCC address email.

    Whenever I send an email using, say, Gmail, I have a default email to input on my BCC field, and Salesforce AUTOMATICALLY reconizes my…

    1 vote
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    1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  18. On export, let me export all notes, not just ones I created

    I used to be able to export all notes for my company, not I can only export notes I created. I would generate reports in excel from the whole company's notes to determine our priority queue for contacting our customers.

    Thanks

    1 vote
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  19. export contacts

    Be able to export contacts as CSV files

    1 vote
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    completed  ·  Szymon responded

    Hello Jamie,

    You can export your contact form base in CSV file. Please go to SETTINGS => BASE => EXPORT. After few minutes you will receive a link to download your generated file. Please note that you have to be an APP ADMIN to be able to export your data from Base account

  20. Reply to email from within contact card

    Sure would be nice to be able to reply to email from within contact, vs. having tt have a read only copy, create new email is not the best idea. Right now I have to go over to the email tab and find the email then reply

    1 vote
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