• You asked and we delivered – Export Base Smart Lists


    A few weeks ago we released Smart Lists, a new way to get real time answers from your sales pipeline – the feedback has been tremendous. There was an overwhelming request for the ability to export smart lists. Today I’m happy to announce that you’ve been heard, and we’re delivering. Smart list export is now available. (more…)

  • How to build a winning SaaS support experience

    Behind The Scenes Base Help Center

    Recently we had the opportunity to do a full revamp of our support site. Using Zendesk as the framework, Director of Support Mark Stagi and Interaction Designer Harrison Wheeler collaborated to bring great content and usability to our support page. In an amazing 45 day rollout from conception to completion, our team worked fast and hard to bring a much needed lift to support. Here’s a behind the scenes look at how we approached creating a new customer support page at Base, and how we’re designing a framework catered to our customers. (more…)

  • Get The Complete Picture With Aggregated Company News Feeds

    With a staggering 693 votes on the idea board, aggregating contact activity on the company card is one of the most requested Base features. That changes today. We’re pleased to announce that notes and tasks related to contacts and deals now aggregate to the company card in Base. The company card will serve as a single source of knowledge for everything you need to know about a specific company in Base. You’ll now notice that you have some additional filters for the company card activity feed. This is where you can switch on and off what you see on the company card. The new company card aggregation will be rolling out incrementally and will be available to all accounts by Monday. Check out the screenshot below to see it in action:


    We know there’s a lot more to add to the company card including email, calls, text messages and appointments. We’re working on it; look for these to be added in about a month. Subscribe to the blog by entering your email on the right side of this page to stay updated on the latest Base news.


  • Real-Time Answers From Your Sales Pipeline – Say Hello To Smart List

    Introducing Smart List, a new way to get answers to the questions you have about your sales pipeline. We’ve built an experience that you can’t find anywhere else, and we can’t wait for you to give it a try.

    We work with salespeople non-stop, whether it’s customer interviews, prospects, recruiting, or even our own internal team. Every time we speak with a sales professional, there’s always the same recurring theme, export to Excel to evaluate the sales pipeline. Sales reps and managers turn to Excel to find simple insights to questions like “What deals are going to close this month” or “Which deals were lost last week?” Every time they wanted these answers, they had to pull a new CSV export from whatever system they were using (Base or another system). Smart List eliminates the need to pull exports every time you need these insights and we’re thrilled to release this. (more…)

  • Email view notifications, the smartest way to send email


    When you are prospecting, are your emails cruise missiles, or arrows? Send intelligent prospecting emails and get notified the second one of your leads or contacts opens an email with Base email notifications. Imagine being able to call a prospect at the exact moment she is reading your email. These brand new custom notifications add even more firepower to your sales email arsenal. (more…)

  • New Reporting Center, Email Templates and Lead Sources Now On Mobile

    Base Updates
    As the year is winding down, we’re releasing one final iOS and Android update, and it’s a big one! This release aims to help you track sales performance and sell more efficiently when you’re away from your computer. Read on, to learn more about the latest updates. (more…)

  • Mobile Email Templates – The Fastest Way To Email On The Go

    email templates

    Mobile email templates and merge tags are now available to help you quickly send concise email on the go. Those of you who have been using merge tags and email templates on the web know how much of a time saver templates can be. On mobile, it’s worse. The keyboard is smaller, the screen is tiny (sometimes) and you’re on the go. The new email templates are here to change that and make your life easier. (more…)

  • Smarter Classifications for Prospects and Customers

    prospects and customers

    We’re releasing a smaller update to Associated Contacts for Deals that brings a little more intelligence to who is classified as a Prospect and Customer in your Base account. Until now, only the main contact and company associated to a Deal was marked as either Prospect or Customer. Now, all contacts from that company, who are attached to the Deal will also be marked as either Customers or Prospects. This results in a more accurate Prospect and Customer view.


    The primary Contact & Company associated to an active deal in your sales pipeline, along with any of the primary contact’s coworkers who are attached to the deal. These are the people you’re actively selling to.


    The primary Contact & Company associated to a Won deal in your sales pipeline, along with any of the primary contact’s coworkers who are attached to the deal. These are the people who have already purchased from you.

    You’ll also notice that the associated contacts area on the Deal card received a slight facelift. Look for these updates to appear in your Base account within the next 24 hours.

  • Introducing The Pipeline Development Report

    Pipeline Development Report

    Today we’re releasing a brand new funnel intelligence report that you can only get with Base. The new Pipeline Development Report takes two snapshots of your sales pipeline and visualizes your sales funnel development over time. The report will show you how deals flowed between the stages during the given time period. This visualization helps you understand where the deals from the beginning snapshot moved to during the given time period. In the example above, I can see all the deals added to my pipeline this month and which stages they were moved to. (more…)

  • Global Email Visibility Options Now Available


    We’re making it even easier to share customer conversations with your team. Today we’re introducing Global Email Visibility settings so you can share email conversations with your team automatically. Say goodbye to sharing conversations one-by-one. (more…)