Customer Management

Everything you need to know about a customer in one place.

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How can Base help with customer management?

Base provides a holistic view of each account and contact that's well-organized and easily sorted and filtered to get you the information you need. Automated email and call logging means history is actually logged so you can know exactly what was said to and shared with each customer.

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360 Degree View

Each record contains a comprehensive overview so you can understand historical context at a glance and quickly action outstanding tasks. Base's account hub is easily sorted and filtered, eliminating time consuming searches.

Automated Actions

Streamline your customer management workflows with easily customizable event-based tasks that save time and ensure a high-quality experience for each customer.

Document Storage

Base includes document storage and also seamlessly integrates with Dropbox and Google Drive so all relevant collateral, presentations and contracts are stored and shared in one place.

Territory Smart Lists

Reps can view and update large territories with Base Smart Lists, whcich also incorporate communication data such as "Last Call" or "Opens on Last Email" for intelligent territory prioritization.

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Learn how to sell smarter and faster with Base.

Sell Faster and Smarter with Base

Base's products eliminates the need for multiple sales point solutions by providing businesses with tools for email, phone dialing, lead scoring, reporting and more.