Call me maybe? Because you can. Straight from Base.

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.

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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.

Try Voice in Base

Don’t have an account yet? Sign up for a 14-day free trial.

Calling

Let’s start with the basics – calling from Base. Whenever you click on a phone number in Base, you’ll see a few options, including Call via Browser. As soon as you click this, your call tools will show up at the bottom of the screen and Base will dial the phone number selected.

base-crm-outgoing-call

In addition to calling from Base, you can also call to Base. When you sign up for Voice you’ll be able to select your own phone number where you can accept incoming calls. After you claim the number, it becomes your phone number. For ever and ever. Well, at least for as long as you keep using Base. You can give it to customers so anytime someone calls this number, you’ll be notified in Base. If you’re not available, we’ll transfer the call to your office or mobile phone, depending on your preference.

accept-incoming-call

So much automation, you can use the time you save on building your business

One of the chief complaints we hear from users of other CRMs is how painful and annoying it is to have to manually log every call you make. It takes longer to write down your notes and add the call to the record than it does to actually make the phone call. Talk about a waste of time!

As with every feature we bring to our customers, Base makes things smart, intuitive and automated. That’s why we log each outgoing and incoming call automatically. You’ll never forget to do it because Base CRM will remember and do it for you.

While you’re on the call, you can look at calling scripts you or your manager created beforehand, and take notes on the same screen while you’re on the call. As soon as you hang up the call, your scratch pad notes are automatically transferred to your call summary so you can edit them or save them quickly.

voice-base-crm-call-scripts

On top of everything else, you have the option to record calls so if you want to double check something or jot your memory before the next call, it’s as easy as hitting play. This is also a great feature for managers who can keep track of rep performance by listening to recorded calls. There are no storage limits for calls.

base-crm-call-tools

Reporting

Speaking of keeping track of rep performance, Base Voice Reports are going to be a game changer in how you think about phone calls. As a manager, you’ll have access to all the call logs as well as powerful reports that can show you correlation for things like call length vs success rate. Also, there’s a variety of reports on individual reps so you can always stay on top of how your team is performing.

voice-call-reports

More Voice awesomeness coming soon

We always want to get new features out as soon as they’re ready, which is why we released Voice on the web app as soon as we could. We’re putting the final touches on Voice for the native Base CRM Android and iOS apps. Subscribe to our blog or follow us on Twitter for updates when the mobile versions are released.

How to get Voice

If you’re already a Base customer – Voice features are now enabled in your Base CRM account so just log in to give them a try. Know you’ll love it already? (You will!) Upgrade your account to Enterprise today and get unlimited usage of calling in your account (call costs are not included).

If you’re new to Basestart a free 14 day free trial and check out Voice for yourself. You can trial calling from Voice on any of our products (Starter, Professional, Enterprise), but if you want to continue to use Voice, you’ll have to sign up for the Enterprise plan.

Free Voice Webinar

Want to see Voice in action? Join us for a free webinar on April 16.

Eventbrite - Base Voice Webinar

Use Base Voice to call directly from your web or mobile application, no dialing required. Learn more


  • http://www.getbase.com/ Lauren Licata

    You can now Yuri. You have the option to purchase a country-specific phone number when you sign up for Base Enterprise.

  • Casey

    So excited to give this feature a try for our catering company’s cold calling campaign! Is the webinar available for viewing this long after the live date?

  • Lisa Wood

    This sounds wonderful–very practical and time saving. My understanding is if someone is being recorded, by law, the person recording is required to inform the person they are being recorded. Is that correct?

    • http://getbase.com/ Magda Walczak

      Lisa, laws vary between states and countries so you should research that based on your location. If there’s a requirement in your region and you’re unable to notify your customer that you’re recording the call, you can always switch that feature off (it’s in settings –> voice).

  • Stephen

    Sorry for off topic…..
    But for our company easier budgeting,
    hope that annual payment will available soon for choice

    • Josh_Bean

      Stephen,

      We may be able to help you. Please email us at support@futuresimple.com with what you’re looking for and we’ll see what we can do.

  • Allan

    That is fantastic and we will use it when our own number gets displayed as caller id to our client.

    • Josh_Bean

      Thanks for checking it out Allan! This is definitely something we hope to add in our next major voice update.

  • http://twitter.com/Abrisag Scott Goddard

    Excellent news, thanks

  • http://getbase.com/ Josh Bean

    We’ll be hosting a Free Webinar on Voice, April 16th. Everyone is invited! To join us, click here: http://basevoicewebinar.eventbrite.com

  • http://twitter.com/steeveage Steven Yan

    Congrats Uzi and team!

    • Josh_Bean

      Thanks for checking it out Steven!

  • http://megafoni.pl/ Wojtek Szywalski

    Such a response is a pure gold. Congrats Base!

    • Josh_Bean

      Thanks Wojtek!

  • http://elamadej.com/ Ela Madej

    This guy’s reaction is incredible. Go Base!

    • Josh_Bean

      Thanks Ela, we agree! Glad you liked it.

      • http://twitter.com/szalansky raf szalansky

        “You guys rock!” – you nailed it Josh :)