Base CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Complete with core sales tools
- Full visibility into current opportunities in your sales pipeline
- Insights to grow your business
- Tailored to your needs
- Set sales goals and quotas
- User-friendly and easy to navigate controls
- Track and sort email automatically
- Integrate with the popular online and social media tools
- Powerful and unified sales contact card
- Easy access to call records, emails and notes
- Syncing of communication exchanges in one file
- Fast integration of your email account to Base to track customer interactions
- Auto-updating of contacts
- Integration with Google Apps
- Easy access with and filtering/sorting of relevant data
- Analysis of customer data
- Access all of data 24/7 anywhere on your mobile phone or tablet, even when it is offline
- Use of geolocation in real time to search for prospects and customers that are nearby
- Lead tracking and capture
- Easy production of sales reports and forecasts
- Fast call function from Base
- Recording of calls with customers
Pricing Info
Pricing Info
Starter – $45/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
Professional – $95/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
- Full Funnel Forecasting
- Team Performance Analytics
- Task Automation
- Team Document Storage
Enterprise – $145/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
- Full Funnel Forecasting
- Team Performance Analytics
- Task Automation
- Team Document Storage
- Predictive Sales Intelligence
- Lead & Deal Scoring
- Products & Price Book
- Multiple Sales Pipelines
- Role-Based Permissions
Integrations
Integrations
Base integrates with various tools and services listed below to make you even more productive:
- Dropbox
- Xero
- MailChimp
- Harvest
- Google Drive
- Google Chrome
- Yesware
- Zapier
- Outlook
- Quoteroller
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Micro Documentaries, Wells Fargo, Xerox
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Base CRM is a software tool that helps you to improve your business productivity and sales by customizing your business sales stages and work processes.
Company Email
support@getbase.com
Contact No.
Company's Address
410 Cambridge Ave, 1st Floor
Palo Alto, CA 94306
USA
Base CRM Comparisons
Popular Base CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
It may not always be sufficient to just compare Base CRM and Method:CRM against one another. Although useful features, pricing plans and customer experience are all crucial and should be included when making a final choice, you should also take a look at the recognition and awards won by each solution. Very often a less known app may turn out to be an amazing choice that was a winner of many industry awards such as our Exceptional Customer Support Award which proves that in spite of lesser market presence it’s a significant contender to the services that dominate the market.
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