Welcome!

Microservices Expo Authors: Liz McMillan, Elizabeth White, Stackify Blog, Pat Romanski, Yeshim Deniz

Related Topics: Microservices Expo, Java IoT, Linux Containers

Microservices Expo: Blog Feed Post

Our B Review of Base CRM

A small business CRM worth looking at

We review small business CRM software all the time. Sometimes we find great systems. Sometimes not.

More typically, we find systems like Base CRM, a well designed and promising system that’s almost there (but not quite). Read on for our full review.

The Quick and Dirty Verdict

Base is a web-based CRM built by Future Simple, a venture-backed, Chicago based software company. As small business CRMs go, Base is pretty damn good: it’s easy to use, includes some neat features (client spaces!), and boasts an awesome mobile app. Unfortunately, the expensive pricing scheme, lack of calendaring, and limited integrations are all serious drawbacks. We’re giving it an 85/100, a respectable “B” on our grading scale. Read on for details…

Functionality = 28/30

Base’s feature list is quite good. Standout features include email integration (you can send and track emails from within your contact database), helpful premade reports, a straightforward permissions system, and an excellent mobile interface (one of the best we’ve seen, actually). Contact-related “activities” are limited to notes, deals, and tasks, which we like: no superfluous stuff here, folks. There’s also a unique “client spaces” feature which lets you share deal information with clients. We’re not sure how helpful this actually is – do prospects actually login to such things? – but it’s pretty interesting.

We’ve knocked a few points because the search functions aren’t great (don’t use Base if you have a huge, complex contact database), and because, more importantly, the calendaring sucks. Because activities are limited to tasks, there’s no quick way to block time out on your calendar for things like, oh, meetings. If you use Gcal, you can add the task, then click through and modify it in Google, which works as a workaround. Still…

Usability = 18/20 points

Base definitely takes a “less is more” approach to design (a relief to anyone accustomed to traditional CRMs). Navigation is generally intuitive and easily understood, though loading times weren’t great in our New York offices. Compared to much of the competition, Base’s usability is a big plus: you won’t have trouble training older reps on this.

Our deductions mostly have to do with the occasional design blip (see screenshots). Base is a young product – less than 3 years old – so these things are expected, but they leave the product with an unfinished feel. Mission critical software needs attention to detail – lots of it.

Security = 20/20 points

As far as we can tell, Base hasn’t suffered any security breaches, and the permissions system ensures admins have control over users. Base is hosted on Amazon’s EC2 servers, use SSL encryption, and automatically provides hourly backups. Standard (and secure).

Integrations = 5/10

One of Base’s main drawbacks is a lack of helpful integrations. Yes, there’s a decent Google integration, and there’s an excellent Dropbox integration, but users are otherwise left hanging. In an era where software is increasingly specialized, that’s not very cool. Without integrations, small business CRM, invoicing, accounting, marketing, and helpdesk tools (et al) become data silos (and cease being helpful). In our view, centralizing everything around the client – the person who makes you money – is one of the main functions of CRM, and Base disappoints.

A well documented API and the great Dropbox integration help out, but we’re still unhappy.

Price = 5/10

We’re also unhappy with Base’s pricing structure. There’s a free version, which is great for freelancers, but just about everyone else will want the $45/user/mo plan. That’s right, $45/user/mo, without which you lose sales forecasting and task automation. Now, we don’t know about you, but sales forecasting (how much upcoming revenue can we expect, given our current deals?) and task automation (pre saved sets of tasks, and triggered tasks) seem like pretty basic stuff. Most CRMs worth their salt offer those features at all price points – they’re some of the main reasons business owners want CRMs in the first place!

$45/user/mo is way too expensive for a small business CRM. 10 users would cost $5,400 a year – that’s nearly 4 times the annual cost of comparable products. No thank you.

Support = 9/10

Base has a vibrant user forum, which is a good sign, and a customer service request was promptly answered. No problems here – it’s clear they take support seriously, which we like.

We’ve knocked a single point because their partner program requires partners to become affiliates who have sold Base to 10 companies. Our dislike for affiliate programs is well documented, so we’ll leave it at that.

Conclusions

We like Base CRM – it’s a well designed, fully featured tool that many small businesses might find indispensable. We just don’t think it’s as good as it could (or should) be – limited calendaring, poor integrations, and a crazy pricing scheme make it something we’ll watch but not recommend.

VM Associates is a New York City based cloud computing consulting firm. We help companies transition into newer, better, smarter software. Contact us to talk about your business, the cloud, and how we might help.

Read the original blog entry...

More Stories By Chris Bliss

Chris Bliss works at VM Associates, an end-user consultancy for businesses looking to move to the cloud from pre-existing legacy systems.

Comments (0)

Share your thoughts on this story.

Add your comment
You must be signed in to add a comment. Sign-in | Register

In accordance with our Comment Policy, we encourage comments that are on topic, relevant and to-the-point. We will remove comments that include profanity, personal attacks, racial slurs, threats of violence, or other inappropriate material that violates our Terms and Conditions, and will block users who make repeated violations. We ask all readers to expect diversity of opinion and to treat one another with dignity and respect.


@MicroservicesExpo Stories
One of the biggest challenges with adopting a DevOps mentality is: new applications are easily adapted to cloud-native, microservice-based, or containerized architectures - they can be built for them - but old applications need complex refactoring. On the other hand, these new technologies can require relearning or adapting new, oftentimes more complex, methodologies and tools to be ready for production. In his general session at @DevOpsSummit at 20th Cloud Expo, Chris Brown, Solutions Marketi...
SYS-CON Events announced today that CollabNet, a global leader in enterprise software development, release automation and DevOps solutions, will be a Bronze Sponsor of SYS-CON's 20th International Cloud Expo®, taking place from June 6-8, 2017, at the Javits Center in New York City, NY. CollabNet offers a broad range of solutions with the mission of helping modern organizations deliver quality software at speed. The company’s latest innovation, the DevOps Lifecycle Manager (DLM), supports Value S...
It has never been a better time to be a developer! Thanks to cloud computing, deploying our applications is much easier than it used to be. How we deploy our apps continues to evolve thanks to cloud hosting, Platform-as-a-Service (PaaS), and now Function-as-a-Service. FaaS is the concept of serverless computing via serverless architectures. Software developers can leverage this to deploy an individual "function", action, or piece of business logic. They are expected to start within milliseconds...
SYS-CON Events announced today that Peak 10, Inc., a national IT infrastructure and cloud services provider, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Peak 10 provides reliable, tailored data center and network services, cloud and managed services. Its solutions are designed to scale and adapt to customers’ changing business needs, enabling them to lower costs, improve performance and focus intern...
SYS-CON Events announced today that Fusion, a leading provider of cloud services, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Fusion, a leading provider of integrated cloud solutions to small, medium and large businesses, is the industry’s single source for the cloud. Fusion’s advanced, proprietary cloud service platform enables the integration of leading edge solutions in the cloud, including cloud...
SYS-CON Events announced today that HTBase will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. HTBase (Gartner 2016 Cool Vendor) delivers a Composable IT infrastructure solution architected for agility and increased efficiency. It turns compute, storage, and fabric into fluid pools of resources that are easily composed and re-composed to meet each application’s needs. With HTBase, companies can quickly prov...
SYS-CON Events announced today that Linux Academy, the foremost online Linux and cloud training platform and community, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Linux Academy was founded on the belief that providing high-quality, in-depth training should be available at an affordable price. Industry leaders in quality training, provided services, and student certification passes, its goal is to c...
We all know that end users experience the internet primarily with mobile devices. From an app development perspective, we know that successfully responding to the needs of mobile customers depends on rapid DevOps – failing fast, in short, until the right solution evolves in your customers' relationship to your business. Whether you’re decomposing an SOA monolith, or developing a new application cloud natively, it’s not a question of using microservices - not doing so will be a path to eventual ...
This talk centers around how to automate best practices in a multi-/hybrid-cloud world based on our work with customers like GE, Discovery Communications and Fannie Mae. Today’s enterprises are reaping the benefits of cloud computing, but also discovering many risks and challenges. In the age of DevOps and the decentralization of IT, it’s easy to over-provision resources, forget that instances are running, or unintentionally expose vulnerabilities.
There are two main reasons for infrastructure automation. First, system administrators, IT professionals and DevOps engineers need to automate as many routine tasks as possible. That’s why we build tools at Stackify to help developers automate processes like application performance management, error monitoring, and log management; automation means you have more time for mission-critical tasks. Second, automation makes the management of complex, diverse environments possible and allows rapid scal...
@DevOpsSummit at Cloud taking place June 6-8, 2017, at Javits Center, New York City, is co-located with the 20th International Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to wait for long developm...
With 10 simultaneous tracks, keynotes, general sessions and targeted breakout classes, Cloud Expo and @ThingsExpo are two of the most important technology events of the year. Since its launch over eight years ago, Cloud Expo and @ThingsExpo have presented a rock star faculty as well as showcased hundreds of sponsors and exhibitors! In this blog post, I provide 7 tips on how, as part of our world-class faculty, you can deliver one of the most popular sessions at our events. But before reading the...
The purpose of this article is draw attention to key SaaS services that are commonly overlooked during contact signing that are essential to ensuring they meet the expectations and requirements of the organization and provide guidance and recommendations for process and controls necessary for achieving quality SaaS contractual agreements.
SYS-CON Events announced today that OpsGenie will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Founded in 2012, OpsGenie is an alerting and on-call management solution for dev and ops teams. OpsGenie provides the tools needed to design actionable alerts, manage on-call schedules and escalations, and ensure that the right people are notified at the right time, using multiple notification methods.
The first step to solving a problem is recognizing that it actually exists. And whether you've realized it or not, cloud services are a problem for your IT department. Even if you feel like you have a solid grasp of cloud technology and the nuances of making a cloud purchase, business leaders don't share the same confidence. Nearly 80% feel that IT lacks the skills necessary to help with cloud purchases-and they're looking to cloud brokers for help instead. It's time to admit we have a cloud s...
According to a recent Gartner study, by 2020, it will be unlikelythat any enterprise will have a “no cloud” policy, and hybrid will be the most common use of the cloud. While the benefits of leveraging public cloud infrastructures are well understood, the desire to keep critical workloads and data on-premise in the private data center still remains. For enterprises, the hybrid cloud provides a best of both worlds solution. However, the leading factor that determines the preference to the hybrid ...
In this modern world of IT, you've probably got some new colleagues in your life-namely, the cloud and SaaS providers who now hold your infrastructure in their hands. These business relationships-yes, they're technology-based, but cloud and SaaS are business models-will become as important to your IT team and your company as the hardware and software you used to install. Once you've adopted SaaS, or inherited SaaS, it's on you to avoid price hikes, licensing issues and app or provider sprawl....
A completely new computing platform is on the horizon. They’re called Microservers by some, ARM Servers by others, and sometimes even ARM-based Servers. No matter what you call them, Microservers will have a huge impact on the data center and on server computing in general. Although few people are familiar with Microservers today, their impact will be felt very soon. This is a new category of computing platform that is available today and is predicted to have triple-digit growth rates for some ...
In IT, we sometimes coin terms for things before we know exactly what they are and how they’ll be used. The resulting terms may capture a common set of aspirations and goals – as “cloud” did broadly for on-demand, self-service, and flexible computing. But such a term can also lump together diverse and even competing practices, technologies, and priorities to the point where important distinctions are glossed over and lost.
DevOps is speeding towards the IT world like a freight train and the hype around it is deafening. There is no reason to be afraid of this change as it is the natural reaction to the agile movement that revolutionized development just a few years ago. By definition, DevOps is the natural alignment of IT performance to business profitability. The relevance of this has yet to be quantified but it has been suggested that the route to the CEO’s chair will come from the IT leaders that successfully ma...