Not every release is groundbreaking like Voice, but each one is super useful. This week’s batch of improvements includes three seemingly small features that will have a big impact on your daily interactions with Base. Those are:
Custom order for custom fields – If you’re using custom fields you can now drag-and-drop them to the order you want.
Custom date ranges for reports – You can now view reports for whatever range you need.
Sort Contacts, Leads and Deals by the last activity date.
Another week, another update. This week, we bring you goodies in our API.
We’ve seen folks do some awesome things with the Base API, which is why we’re stoked to tell you about our latest Base API update – Leads API Beta. This addition will allow you to build a whole bunch of new integrations to make your Base CRM even more useful than it already is.
If you want to integrate Base leads with another software you already use, but you find yourself asking what an API is, rest assured, the guys over at Zapier have you covered. Zapier is a tool for building custom integrations using an easy, drag and drop interface.
Please tell us what great things you are doing with the Base API, we love to hear what you’re working on.
At Base, we believe that actions speak louder than words. That’s why we’re stoked about the amazing new features we’ve been adding to Base over the past month.
From managing and organizing leads to tracking sales goals, through to a much-anticipated Outlook plugin, our aim with each feature was to make our customers and their teams 10x more productive. On top of that, we finished off the month with our new Voice experience that allows our customers to make, receive, log and record calls while pairing with insightful call reports to optimize sales processes—all within Base. It’s truly amazing. If you haven’t yet, please give it a try and tell us what you think. (more…)
Every now and then your favorite product gets a feature that totally blows your mind. Our shiny new Voice is one such release. Just listen to this customer’s reaction when he experienced it first hand. Yeah, it’s that good.
There are three main aspects to Voice, with even more to come in the future:
Calling - Make and receive calls straight from the web app.
Recording & logging - Keep a copy of any and all phone calls. No additional charge, regardless of how many calls you store.
Reporting - Powerful call analytics to optimize your processes and help you get more effective. (more…)
Leads can come from anywhere – a trade show, a supplier, or even someone you meet at your kid’s soccer game or at the dog park. The truth is, leads aren’t always qualified. Most of the time, the unqualified leads just sit in your database and get in your way while you’re working. With the new Leads feature in Base CRM, you’ll be able to stay on top of the leads that matter without getting distracted by those that don’t.
With just a quick glance at our idea board, it was clear that our customers needed an Outlook plugin. We’ve listened to your requests and we’re happy to announce the release of Outlook integration for Base CRM. Enabling the new Outlook plugin means will be able to send incoming and outgoing email to Base from Outlook, sync your contacts and track deal progress right from Outlook.
After only a few minutes of working with the new Base Outlook integration, you’ll ask yourself, “How did I ever work without this?” (more…)
Earlier this week we discussed how important the Sales Funnel Report is to your sales. Wouldn’t it be great if you could take that report with you everywhere you go? Starting today, reports will be available on the Android and iOS apps. In addition to the Sales Funnel report, you can also view Total Sales, Forecasted Sales, Sales by Account and Sales by Owner. Update to the latest version of Base to receive the brand new reports. Android users, click here to update – iOS users, click here to update.
Each report in Base serves a special purpose. You have the Lead Sources report to see where your leads are coming from, the Sales Forecasting report to measure future revenue and the Total Incoming Leads report that will show you who is bringing leads into the pipeline. One report that is often overlooked is the Sales Pipeline report.
Frustrated by our own experience with other CRMs, we founded Base believing that businesses deserve better, smarter, more intuitive software. Tens of thousands of customers later, we continue to lead the Post-PC revolution with a product that makes our customers 10x more productive.