• 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…)

  • Base Integrates With Smart Guestbook Weckey


    Base now integrates with Weckey, the smart guestbook that helps businesses automate the visitor management and sign-in process. With Weckey, visitors sign-in when they arrive at the business using an iPad. The guest’s sign-in information will not only be stored in the business’ Visitor History section in Weckey, but the guest will be entered as a contact in Base. Once the guest has been entered as a contact, the time and date of visit, the reason for visit and person the visit was with will be added into the notes for that particular contact in Base. Existing Base contacts will be updated with the visit information. This integration helps capture interactions that were previously unidentifiable and will add a whole new dimension to your relationship management.

    Learn more about Weckey and automated your visitor sign-in process here, then connect your Base account and capture all your interactions with visitors.


  • Track email opens and clicks with Base

    link tracking in base

    Today we’re excited to announce that you can now track opens and clicks for email sent from Base. After an email is sent, you will not only be able to see if the email was opened/clicked but also how many times these actions occurred. From the Base Communication Center, you can also review all sent email in one place, so you can see who’s viewed your message and who’s avoiding you.


    Next time you’re sending sales email, be sure to send it from Base and take advantage of templates and the new open/click tracking. If you’re getting stuck on subject lines for your cold emails, or want to try something new for your next campaign, check out this helpful Quora post for ideas. Happy Selling!


  • Feature Update: Email Anyone From Base

    email anyone from baseIt is now possible to send email to anyone from Base. Previously, you were only able to send email to those who were already a Lead or Contact. Perhaps you want to CC a colleague who isn’t on Base? No problem, you can now include them on the email sent from Base while you get the benefits of read notifications and templates. Give it a try today and let us know what you think. Also, check back soon for more exciting email updates.