The Post-PC CRM 

 
Base the Post-PC CRM

Base the Post-PC CRM

 

Manage Your Customers

Your relationship data when and where you need it. 

You worked hard to build a relationship with your customer and you want to keep that relationship solid. Base stores all call records, call recordings, notes and emails between your company and the customer on one single card.

Work with Leads in Base

Your leads come from a variety of sources. Lead management in Base helps you organize leads and assign them to the right sales reps so they can be followed up on and qualified quickly. After being qualified, convert a lead in Base and all of the contact information you have about your lead is transferred your new customer contact card. Optionally, you can specify follow up tasks and even create a deal at the same time.

Take Base Everywhere

Your CRM should be ubiquitous. The days of waiting to get back to the office to update your CRM are over. No matter where you go, Base is along for the ride. Access Base using dedicated, native mobile CRM apps for iOS, Android and Windows Phone to complement the robust web application.

Record and playback your calls. 

Real Call Records

With Base Voice you can create an audio file of every phone call your sales team makes or receives. Call recording gives you the power to review any call—on your phone, tablet or in the web browser—and get instant insight on your sales process, your customers and your team. (Requires Enterprise Edition)

 

The information you need to drive results. 

Reports and Analytics

Out of the box visual sales reporting gives you immediate access to the insights you need to run your business.

Stay organized with your Base insights dashboard and always know what items need your attention.

 

Watch an Introduction